Bradley Dofka, ChFC®, is a finance professional with extensive experience in derivatives and financial planning. They served as Operations Team Lead at BNY Mellon, managing institutional transactions and onboarding processes, and previously held roles including Dental Sales Representative II at Treloar & Heisel, where they communicated financial planning advice to high-net-worth clients. Currently, Bradley is pursuing a Bachelor’s Degree in Finance on the CFP track at Youngstown State University and a Micro Credential in Finance at the University of Pittsburgh.
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