Okeanos
Rad Brogden, CFP®, serves as the Head of Financial Planning at Compass Wealth Management LLC since November 2020, a firm dedicated to prioritizing client needs. In addition, Rad Brogden holds a position as a Limited Partner at Riverbend Capital and has previously worked as a Senior Financial Associate at RBC Wealth Management from November 2012 to November 2020, as a Financial Advisor at Morgan Stanley Smith Barney from March 2009 to November 2012, and as a Client Associate at Merrill Lynch from March 2007 to March 2009. Rad Brogden earned a Bachelor of Arts degree in Marketing and Finance from Purdue University between 2001 and 2005.
This person is not in the org chart
This person is not in any teams
Okeanos
Formerly Riverbend Capital, Okeanos is a venture capital firm consisting of 100+ members nationwide that invests in early and growth stage technology and tech enabled companies. To date we have closed more than 100 investments across various stages, sectors and geographies.