Brad Saenz

Brad Saenz Email and Phone Number

Operations Manager @ Coastwise Capital Group, LLC
la jolla, california, united states
Brad Saenz's Location
Carlsbad, California, United States, United States
Brad Saenz's Contact Details
About Brad Saenz

Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service. Starting with a financial plan, the Financial Advisors at Coastwise create, monitor, and manage portfolios for our clients to achieve their near and long-term goals, wants, and needs.At Coastwise, we help people define their important life money goals, create a plan for them, then assist in executing this plan. We take a holistic approach to our clients' financial lives. Our goal is to allow them to sleep well at night knowing that their short and long-term wants and needs are being cared for.Here’s WHAT MAKES US DIFFERENT:- We have been awarded the 5 Star Wealth Manager Award for 13 years, less than 2% of eligible advisors having achieved this.- We are fiduciaries which means we must put our clients' interests first.- The Financial Advisors at Coastwise are highly educated (Harvard, Wharton, Berkeley) and have decades of experience investing and helping others make smart financial decisions.- We are not distracted by other areas of business-like real estate or insurance.- We create customized portfolios and investment solutions for our clients, including using options where appropriate to generate income and hedge portfolios.- We are experts at using public market options for hedging, income generation, and other purposes.- We have deep experience in assessing and advising on private market RSUs, ISOs and other forms of compensation prior to, during, and post liquidity events.- We have written several books on investing and given dozens of presentations to groups around the country.Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and "Best Financial Advisor" in the La Jolla Village News’ “Readers’ Choice Awards”.For more information on our award-winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com, or visit our website by clicking on the link below.https://www.coastwisegroup.com

Brad Saenz's Current Company Details
Coastwise Capital Group, LLC

Coastwise Capital Group, Llc

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Operations Manager
la jolla, california, united states
Website:
coastwisegroup.com
Employees:
5
Brad Saenz Work Experience Details
  • Coastwise Capital Group, Llc
    Chief Operations Officer
    Coastwise Capital Group, Llc Apr 2019 - Present
    Greater San Diego Area
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  • Coastedge Partners, Llc
    Senior Operations Associate
    Coastedge Partners, Llc Apr 2016 - Aug 2018
    La Jolla
    As the Senior Operations Associate I oversaw all client onboarding communications and account setup requests. I also developed and maintained investment protocols and procedures through a wide rage of investment strategies from equities and fixed income to hedge funds and other alternative assets.
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  • Union Bank
    Trust Operations Accountant
    Union Bank Apr 2014 - Apr 2016
    My role as a Trust Operations Accountant consisted of managing multiple operational controls for both securities and cash sectors. One of the controls which I created was a department training guide for both omnibus and separate client accounts. The position also entailed thorough client account analysis to identify and resolve any possible outages.
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  • Allianz Global Investors
    Institutional Funds Service Advisor
    Allianz Global Investors Jan 2010 - Jan 2014
    My experience as a Institutional Funds Service Advisor involved numerous duties in cost and budget analysis areas. I was tasked to develop a program which balanced an annual budget with current service provider contracts. I also performed daily trade settlement functions as well as monthly risk analysis metrics for the institutional mutual funds. My position responsibilities also entailed contract negotiation with external vendors responsible for annual audit services.
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  • Nicholas Applegate
    Operations Specialist
    Nicholas Applegate 2000 - 2007
    Greater San Diego Area
    As an Operations Specialist my functions included facilitating communications between custodial banks and brokers. I also managed the operational functions in both Investment and Trade Operation functional groups. The position also allowed me to support client service functions by ensuring materials were produced in a timely and accurate manner. My performance in this role not only streamlined procedures and processes but also decreased overall trade operational risk.

Brad Saenz Skills

Fixed Income Equities Asset Management Hedge Funds Investments

Brad Saenz Education Details

Frequently Asked Questions about Brad Saenz

What company does Brad Saenz work for?

Brad Saenz works for Coastwise Capital Group, Llc

What is Brad Saenz's role at the current company?

Brad Saenz's current role is Operations Manager.

What is Brad Saenz's email address?

Brad Saenz's email address is sc****@****ail.com

What schools did Brad Saenz attend?

Brad Saenz attended University Of South Carolina-Aiken.

What are some of Brad Saenz's interests?

Brad Saenz has interest in Investing, Electronics, Automobiles, Reading.

What skills is Brad Saenz known for?

Brad Saenz has skills like Fixed Income, Equities, Asset Management, Hedge Funds, Investments.

Who are Brad Saenz's colleagues?

Brad Saenz's colleagues are Laurie Itkin.

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