
Matthew Brady
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About me
Senior Manager, Annuity Sales at Charles Schwab
Education

Colorado School of Mines
2005 - 2006ENGINEERING
University of Northern Colorado
2006 - 2009Bachelor of Science (BS) Finance, General
Experience

COUNTRY Financial®
Sept 2009 - Nov 2010Registered Representative
Jackson
Nov 2010 - Dec 2015Business Development Consultant
INVEST Financial Corporation
Dec 2015 - Nov 2017New Business Development Consultant
Charles Schwab
Nov 2017 - Mar 2024Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less
Senior Manager Annuity Sales
Feb 2021 - Mar 2024Senior Team Manager, Annuity Operations at Charles Schwab
May 2020 - Jan 2021VP - Financial Consultant
Nov 2017 - May 2020
Licenses & Certifications
.webp)
Series 66
FINRA (Financial Industry Regulatory Authority)Apr 2016.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Jan 2016
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