Bradley Brook

Bradley Brook has a diverse work experience spanning over two decades. Bradley started their career as a Financial Advisor at AXA Equitable, LLC., where they built a client base and offered supplementary retirement programs to public school employees, municipalities, and non-profit organizations. Bradley then moved on to work as an Investment Specialist and later as a Financial Consultant and Client Services at LaSalle Financial Services, Inc. During their time there, they managed client portfolios, developed custom investment solutions, and actively improved client portfolio value. After that, Bradley joined Nuveen, a TIAA company, as a Senior Investment Portfolio Specialist. Bradley evaluated and managed clients' financial portfolios, collaborated with sales representatives and department heads to maximize efficiency, and resolved issues and inquiries related to client accounts. Most recently, Bradley worked at DocuSign as an Account Executive. In this role, they developed strategic and tactical execution plans, generated revenue, and improved customer satisfaction. Bradley is currently employed as a Senior Account Executive at Cision.

Bradley Brook holds a Bachelor of Arts (BA) degree in Communication from the University of Iowa. Additionally, they have obtained certifications such as "Mastering Sales: A Toolkit for Success" from Kellogg Executive Education in January 2023, and they are a qualifier for the Certified Financial Planner (CFP) program at DePaul University. However, no specific details are provided regarding the institution or the completion date for the CFP qualification.