Carl Bradshaw

Senior Associate, Client Advisory at TwinFocus

Carl Bradshaw began their work experience in 2015 with Amica Mutual Insurance, where they participated in the Future Leaders Program for a brief period. In November 2015, they became a Senior Underwriting Manager at the same company and held the position until March 2018. In March 2018, Carl joined Northwestern Mutual as a Financial Advisor but left in August 2018. From August 2018 to February 2022, they worked at First Republic Bank, initially as an Associate and later as a Senior Associate. In April 2022, Carl joined TwinFocus as a Senior Associate in Client Advisory.

Carl Bradshaw attended Penn State University, where they obtained a Bachelor of Science (B.S.) degree in Economics. Carl also attended St. John's Prep, but it is unclear whether they obtained a degree or pursued a field of study there. Additionally, they have certifications in Series 63 and Series 7 from FINRA (Financial Industry Regulatory Authority), although the specific dates when they obtained these certifications are not provided.

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Timeline

  • Senior Associate, Client Advisory

    April, 2022 - present