Brad Rennard has a strong background in finance and investment management, with over a decade of experience at BNY Mellon, where roles included Vice President and Assistant Vice President, focusing on middle and back office services and mutual fund accounting. Currently serving as a Project Manager at Citi since November 2020, Brad possesses a diverse skill set developed through previous experience as an Investment Specialist at Charles Schwab, where responsibilities included servicing affluent clients and managing high-volume trades. Brad holds a B.S.B.A. in Finance and International Business from the University of Central Florida and an Associate of Arts in Business from Valencia Community College.
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