Brad Barrett is a eficient expert, working in One Capital Management as a Vice President - Wealth Management from 2011. Brad Barrett has earned professional experience in more than five positions at different companies. Brad Barrett went to the Arizona State University and received education there from 2005 to 2009. Los Angeles, California is the city, where this professional was known to be located. The professional's email address and phone are accessed through Connexy on demand.
Name variants:
Bradford Barrett,
Bradley Barrett
Contact Information
Last Update
Feb 1, 2016
Email
bb**@onecapital.com, bb**@afn-net.com
Location
Los Angeles, CA
Company
Workplace
Vice President - Wealth Management
Mc Lean, VA
Industry
Business Services Nec
Colleagues
Work History
Managing Director and Partner
3075 Townsgate Rd SUITE 350, Westlake Village, CA 91361
Established in 2001, One Capital Management is a global investment management firm focused exclusively on managing portfolios for private families. Serving clients in both the United States ...
from 2011
Financial Advisor and Business Development Director
21403 Chagrin Blvd, Beachwood, OH 44122
Jun 2007 — Oct 2011
Independent Financial Advisor
12325 Prt Grace Blvd, La Vista, NE
Jan 2007 — Oct 2011
Education
2005 — 2009
Occupations
Financial Broker
Financial Consultant
Executive
Vice President
Accountant
Finance and Accounting Specialist
Development Director
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
HR Manager
Skills
Retirement Planning
Series 7
Investments
Retirement
Mutual Funds
Asset Allocation
Wealth Management
Investment Advisory
Strategic Financial Planning
401K
Finance
Financial Modeling
Financial Advisory
Risk Management
Asset Management
Corporate Finance
Financial Analysis
Equities
Bloomberg
Alternative Investments
Series 65
Investment Strategies
Portfolio Management
Estate Planning
Fixed Income
Valuation
Securities
Cash Management
Long Term Care
Health Insurance
Financial Planners
Hedge Funds
Insurance
Small Business
Banking
Wealth Management Services
Term Life Insurance
Equity Research
Fixed Annuities
Due Diligence
Wealth
Underwriting
Disability Insurance
Mergers and Acquisitions
Financial Services
Wealth Accumulation
Pensions
Life Insurance