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Bazel Brady Email & Phone Number
Client Service Associate
at
Colter Lewis Investment Partners
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate
Location
Greater Philadelphia, United States, United States
Company size
Who is Bazel Brady? Overview
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Quick answer
Bazel Brady is listed as Client Service Associate at Colter Lewis Investment Partners, a company with 20 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Bazel Brady.
Bazel Brady previously worked as Client Service Representative at Colter Lewis Investment Partners and Financial Planning Intern at Bernardo Wealth Planning. Bazel Brady holds Bachelor Of Science - Bs, Finance, Data Analysis, Business from University Of Delaware.
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Colter Lewis Investment Partners
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Profile bio
About Bazel Brady
I am a driven, committed, analytical student majoring in Finance and Economics at the University of Delaware’s Honors College and the Lerner College of Business. Passionate about trading, the stock market analysis, its volatility, and what is needed to take educated risk.As an intellectual athlete, my aspirations to continuously learn, practice, lead, and achieve successes grew from the mental focus needed in the games I love to play, basketball, and football. My academic, athletic, and work experiences to date have taught me to address failure, welcome successes, and overcome adversity by moving forward and improving your skill set before, during and after a game, individually and in collaboration with your teammates. Intellectually my inquisitive nature motivates my many questions about the environment, finances, science, physics, sports, and the “how-to” of just about anything. Large vocabulary words fascinate me and amusing to include in my writings or conversations. I am considered as a social person and thrive when collaborating with teams, work towards specific goals, and work to educate and empower others to achieve successes, the skills necessary to become an accomplished business person. I participate in many clubs and community activities ranging from investment club to the creation of activities for special needs adults, marketing, and fundraising to support community members.I am very interested in increasing my knowledge and experience in the Finance and Investment Banking arena. My immediate goal is to become involved with many different opportunities working with start-ups and well-established businesses to determine my career direction.
Current workplace
Bazel Brady's current company
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Colter Lewis Investment Partners
9 roles
Bazel Brady work experience
A career timeline built from the work history available for this profile.
Client Service Representative
Current
Jun 2024 - Present
Financial Planning Intern
- Engage in client meetings to understand their specific financial objectives and concerns as well as provide a detailed overview of their portfolio’s performance.
- Utilize financial tools such as Schwab Advisor and Redtail CRM, alongside firm documents, to update excel spreadsheets which include information on IRA required minimum distributions, PAL loans and updating cash values.
Dec 2023 - Jan 2024
President
Nov 2022 - Dec 2023
Financial Analyst Intern
- Engage in case studies and projects, applying financial analysis techniques such as preparing discounted cash flow analyses and analyzing bonds, private equity, and M&A.
- Conduct research of private companies that are a part of private equity funds; provide comprehensive analysis to give firm partners an in depth understanding of the benefits and risk of their potential investment.
May 2023 - Jun 2023
Business Development Intern
- Design solar system arrays, work with a financial model to determine the viability of the business model, analyze business client’s electricity bills and other valuable information.
- Research potential commercial real estate owners, cold call and conduct meetings with prospects. Present and prepare solar, wind and storage proposals to potential new clients.
- Manage sales pipeline and build relationships with prospective clients.
Aug 2022 - Dec 2022
Restaurant Server
Ensure all customers were served timely and pleased with the service, food and drinks.
Jun 2020 - Aug 2020
Summer Camp Counselor
Empower young kids and advise them through activities. Inspire and lead boy campers with the goal for each camper to thrive individually and within the group. Taught all campers many skills including swimming, art, social, and athletic. Developed patience and the ability to communicate with other co-workers when faced with issues.
Jun 2018 - Aug 2019
Basketball Camp Counselor
Basketball Instructor to girls & boys ages 7 to 12 years old. The campers focus on enhancing their skills through repetitive activities including ball handling, shooting, defensive skills and scrimmage games. My position gave me the ability to connect with the future basketball players of Upper Dublin.
Jun 2015 - Aug 2018
Team & coworkers
Colleagues at Colter Lewis Investment Partners
Other employees you can reach at colterlewis.com. View company contacts for 20 employees →
WM
William Mendez
Colleague at Colter Lewis Investment Partners
New York City Metropolitan Area, United States
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JO
Jack Orlan
Colleague at Colter Lewis Investment Partners
New York City Metropolitan Area, United States
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KW
Kerry Walker
Colleague at Colter Lewis Investment Partners
Greenwich, Connecticut, United States, United States
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William Mendez
Colleague at Colter Lewis Investment Partners
New York City Metropolitan Area, United States
View →
JO
Jack Orlan
Colleague at Colter Lewis Investment Partners
New York City Metropolitan Area, United States
View →
KW
Kerry Walker
Colleague at Colter Lewis Investment Partners
Greenwich, Connecticut, United States, United States
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2 education records
Bazel Brady education
Bachelor Of Science - Bs, Finance, Data Analysis, Business
High School Diploma, Gpa: 4.4/5 Weighted
FAQ
Frequently asked questions about Bazel Brady
Quick answers generated from the profile data available on this page.
What company does Bazel Brady work for?
Bazel Brady works for Colter Lewis Investment Partners.
What is Bazel Brady's role at Colter Lewis Investment Partners?
Bazel Brady is listed as Client Service Associate at Colter Lewis Investment Partners.
Where is Bazel Brady based?
Bazel Brady is based in Greater Philadelphia, United States, United States while working with Colter Lewis Investment Partners.
What companies has Bazel Brady worked for?
Bazel Brady has worked for Colter Lewis Investment Partners, Bernardo Wealth Planning, Theta Chi Fraternity, Ecogy Energy, and Sofia'S.
Who are Bazel Brady's colleagues at Colter Lewis Investment Partners?
Bazel Brady's colleagues at Colter Lewis Investment Partners include William Mendez, Jack Orlan, and Kerry Walker.
How can I contact Bazel Brady?
You can use AeroLeads to view verified contact signals for Bazel Brady at Colter Lewis Investment Partners, including work email, phone, and LinkedIn data when available.
What schools did Bazel Brady attend?
Bazel Brady holds Bachelor Of Science - Bs, Finance, Data Analysis, Business from University Of Delaware.
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