Brady G.

Operations Associate | RKL Wealth Management LLC at RKL LLP

Brady G. has a diverse work experience spanning multiple industries. Starting in 2016, Brady worked at Nordstrom Distribution as an Inventory Processor and later as an Inventory Analyst. In these roles, Brady was responsible for tracking inventory, correcting mistakes, and assisting other departments as needed. From 2017 to 2020, Brady worked at Ameriprise Financial Services, LLC as a Paraplanner. In this position, Brady likely provided support and assistance to financial advisors in various tasks related to client management and financial planning. Most recently, since 2021, Brady has been with RKL LLP, specifically with the RKL Wealth Management LLC division. Brady started as a Wealth Analyst and then transitioned to a Wealth Advisor role. Currently, Brady holds the position of Operations Associate, primarily focusing on the operations and management of the wealth management business.

Brady G. completed a Bachelor's Degree in Computer Software Engineering from Monmouth University from 2011 to 2016. Prior to that, they attended Manheim Central High School from 2007 to 2011, where they pursued general courses. Additionally, Brady obtained a certification as a CERTIFIED FINANCIAL PLANNER™ Professional from the CFP Board in May 2022.

Links

Timeline

  • Operations Associate | RKL Wealth Management LLC

    January, 2023 - present

  • Wealth Advisor | RKL Wealth Management LLC

    December, 2021

  • Wealth Analyst | RKL Wealth Management LLC

    January, 2021

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