Brad B. is a Wealth Planner at Corient, a role commenced in August 2023 following the rebranding of CI BDF Private Wealth, where Brad served as a Financial Planner from May 2021 to July 2023. Prior experience includes serving as a Financial Planner at BDF (Balasa Dinverno Foltz LLC) and as an Associate Financial Planner. Brad holds a Bachelor of Science in Economics from Northern Illinois University and has completed a Financial Planning Certificate Program at Northwestern University.
Location
Denver, United States
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