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Matt Brady, CFA

Broker Associate Intern

580 followers

Greater Indianapolis

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Timeline
About me
Director | Asset Allocation | Multi-Asset
Education
- Seattle University
  2006 - 2008
  Master of Science (MS) Finance 3.85
  Activities and Societies: Beta Gamma Sigma
- Edmonds Community College
  2001 - 2003
  Associate of Arts (A.A.) Business Administration and Management, General
- Central Washington University
  2004 - 2006
  Bachelor of Science (BS) Finance and Economics
  Activities and Societies: Phi Kappa Phi
Experience
- Scottrade
  Jan 2006 - Dec 2006
  Broker Associate Intern
- Thrivent Financial
  Jul 2009 - Jul 2010
  Financial Associate
- Verus
  Jul 2010 - Apr 2018
  - Senior Associate Director | Portfolio Management
    Feb 2018 - Apr 2018
  - Portfolio Manager
    Jan 2017 - Feb 2018
  - Assistant Portfolio Manager
    Sept 2014 - Jan 2017
  - Senior Research Analyst
    Jun 2013 - Sept 2014
  - Research Analyst
    Jul 2011 - Jun 2013
  - Performance Analyst
    Jul 2010 - Jul 2011
- Lumen Technologies
  Apr 2018 - Mar 2024
  Portfolio Manager | Asset Allocation
- Indiana Public Retirement System
  Mar 2024 - now
  Director | Asset Allocation
Licenses & Certifications
- Node with React: Fullstack Web Development
  Udemy
  Aug 2020
  View certificate
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Jul 2009
- The Complete Guide to Django REST Framework and Vue JS
  Udemy
  Jun 2020
  View certificate
- Python
  Codecademy
  Jun 2013
- Dale Carnegie Course Skills For Life
  Dale Carnegie Training
  Apr 2012
- Chartered Financial Analyst
  CFA Institute
  Jul 2013
  View certificate
- Competent Toastmaster
  Toastmasters International
  Oct 2003
- Series 66
  Financial Industry Regulatory Authority (FINRA)
  Jul 2009

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