Charlotte Bradley

PWC Case Competition

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Ponte Vedra Beach, Florida, United States

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Timeline
About me
Financial Advisor & Proud Mom
Education
- Bucknell University
  2013 - 2017
  Bachelor of Science and Business Administration Finance and Financial Management Services
  Activities and Societies: • Joint President of Bucknell Women in Finance Club • VP Finance on Executive Board of Bucknell Student Government (BSG) • Board Member of Bucknell Planning & Budgeting Committee (sole student representative) • Selected for the Student Managed Investment Fund (SMIF) managing $1.7 million of Bucknell's endowment • Treasurer of Catholic Campus Ministries (CCM)
Experience
- PwC
  Jul 2013 - Oct 2013
  PWC Case Competition
- Intrepid Capital Funds
  May 2014 - Jul 2014
  Intern
- Essex Investment Management Company, LLC
  May 2015 - May 2015
  Extern
- North Florida Wealth Advisors
  Jun 2015 - Aug 2015
  Intern
- Joseph Gunnar & Co., LLC
  Jan 2016 - Jan 2016
  Extern
- PIMCO
  Jun 2016 - Aug 2016
  US GWM Sales Analyst
- PIMCO
  Jul 2017 - Jan 2021
  - Senior Account Associate & SMA Specialist
    Jan 2021 - Jan 2021
  - Account Associate
    Jan 2019 - Jan 2021
  - Co President of PIMCO Women of Global Wealth Management
    Jan 2019 - Jan 2021
  - Account Analyst
    Jul 2017 - Dec 2018
- Retirement Wealth Specialists
  Jan 2021 - Apr 2023
  - Financial Wealth Advisor
    May 2021 - Apr 2023
  - Personal Financial Representative
    Jan 2021 - May 2021
Licenses & Certifications
- CFA Investment Foundations Certification
  CFA Institute
  Aug 2018
  View certificate
- Series 63
  FINRA
  Oct 2017
- Series 65
  FINRA
  May 2021
- Series 7
  FINRA
  Sept 2017
Honors & Awards
- Awarded to Charlotte Bradley
  The George V. McGee Investment Studies Endowment. Bucknell University (from The Charles Foundation Inc). Sep 2015 Recipient of The George V. McGee Investment Studies Endowment. This Bucknell scholarship provides merit-based grants to students who demonstrate proven potential as future professionals engaged in the fields of finance and investment. Students selected as McGee Scholars must hold a record of superior academic achievement, contributions to the University community, and successful participation in finance, or investment-related internships, employment and other activities.
Volunteer Experience
- Pastoral Council
  Issued by Our Lady Star of the Sea Catholic Church on Jul 2025
  Associated with Charlotte Bradley
- Committee Member
  Issued by The New York Junior League on Jul 2018
  Associated with Charlotte Bradley