Brad Frey

Brad Frey has over two decades of experience in the financial services industry and currently serves as the Sales Director-US at Conquest Planning, where they focus on innovative advice delivery using AI and technology. Previously, Brad held roles at various firms, including Director of Technology Solutions at Fusion Financial Partners, and played significant roles in sales and business development at eMoney Advisor and other organizations. They began their career in the golf industry, managing operations and providing instruction to at-risk youth before transitioning into financial advisory roles. Brad is currently pursuing a degree in Business Marketing at the University of Cincinnati.