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Brad Cotner Email & Phone Number
Financial Services Representative
at
Fidelity Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Representative
Location
Thousand Oaks, California, United States
Company size
Who is Brad Cotner? Overview
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Quick answer
Brad Cotner is listed as Financial Services Representative at Fidelity Investments, a company with 9 employees, based in Thousand Oaks, California, United States. AeroLeads shows a matched LinkedIn profile for Brad Cotner.
Brad Cotner previously worked as Registered Relationship Associate/Advisor at Tamar Securities, Llc and Financial Sales Associate at Productive Finance. Brad Cotner holds Master Of Business Administration - Mba from Pepperdine Graziadio Business School.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Brad Cotner
Finance Associate with 8+ years of experience in delivering financial analysis and planning while supporting key business operations for global companies. Data-driven professional skilled at analyzing complex data sets and frameworks. Monitors governance for Investment Lifecycle Management (ILM), Financial Portfolios, and deliverables as needed. Strategic leader at developing teams and liaising with key stakeholders while delivering continuous improvements to models, analytical frameworks, and digital advancements.
Current workplace
Brad Cotner's current company
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Fidelity Investments
4 roles
Brad Cotner work experience
A career timeline built from the work history available for this profile.
Registered Relationship Associate/Advisor
CurrentCollaborates with senior advisors to offer support and assistance across different facets of client service and financial planning. This includes conducting research on investment opportunities, compiling financial reports, and engaging with clients to understand their financial objectives and requirements.
Mar 2024 - Present
Financial Sales Associate
Managed extensive portfolio of asset-based loans while working with existing and new clientele on providing financing options and other services. Compiled marketing forecasts and tracked actual spending to reach organizational goals and other KPIs.
Mar 2020 - Jul 2023
Credit Analyst
Compiled financial data and statements to integrate all revenue and expense analyses, projections, and variance reports. Collaborated with external and internal stakeholders to develop financing solutions that save costs in labor while generating revenue.
Mar 2016 - 2020
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at tamarsecurities.com. View company contacts for 9 employees →
DI
Daniel Itzhaki
Colleague at Fidelity Investments
Los Angeles Metropolitan Area, United States
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LP
Luz Pina
Colleague at Fidelity Investments
Los Angeles Metropolitan Area, United States
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RT
Roberta Taylor
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
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AS
Amit Stavinsky
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
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YG
Yaniv Grinberg
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
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AR
Anthony Rodriguez
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
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ES
Ethan Shemtov
Colleague at Fidelity Investments
Los Angeles Metropolitan Area, United States
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Daniel Itzhaki
Colleague at Fidelity Investments
Los Angeles Metropolitan Area, United States
View →
LP
Luz Pina
Colleague at Fidelity Investments
Los Angeles Metropolitan Area, United States
View →
RT
Roberta Taylor
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
View →
AS
Amit Stavinsky
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
View →
YG
Yaniv Grinberg
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
View →
AR
Anthony Rodriguez
Colleague at Fidelity Investments
Los Angeles County, California, United States, United States
View →
ES
Ethan Shemtov
Colleague at Fidelity Investments
Los Angeles Metropolitan Area, United States
View →
2 education records
Brad Cotner education
Master Of Business Administration - Mba
Bachelor'S Degree, Political Science
FAQ
Frequently asked questions about Brad Cotner
Quick answers generated from the profile data available on this page.
What company does Brad Cotner work for?
Brad Cotner works for Fidelity Investments.
What is Brad Cotner's role at Fidelity Investments?
Brad Cotner is listed as Financial Services Representative at Fidelity Investments.
Where is Brad Cotner based?
Brad Cotner is based in Thousand Oaks, California, United States while working with Fidelity Investments.
What companies has Brad Cotner worked for?
Brad Cotner has worked for Fidelity Investments, Tamar Securities, Llc, and Productive Finance.
Who are Brad Cotner's colleagues at Fidelity Investments?
Brad Cotner's colleagues at Fidelity Investments include Daniel Itzhaki, Luz Pina, Roberta Taylor, Amit Stavinsky, and Yaniv Grinberg.
How can I contact Brad Cotner?
You can use AeroLeads to view verified contact signals for Brad Cotner at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Brad Cotner attend?
Brad Cotner holds Master Of Business Administration - Mba from Pepperdine Graziadio Business School.
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