Brad Dominy, Mba Email & Phone Number

Chicago, Illinois, United States

I worked on a team that is responsible for ensuring accounts are managed appropriately and adhere to REG9 compliance. I am the individual our team relies on when we need to find a trend or map backend logic. I was recently promoted from associate to vice president after my work increasing the efficiency of our proprietary risk system. I created, implemented, and rolled out a workflow that reduced salesforce time on the system by 15% allowing individuals to prospect and serve clients.

Columbus, Ohio, United States

I managed client portfolios where I traded mutual funds, ETFs, and hedge funds. I was responsible for managing one of the more complex books in the Private Bank. I designed, rolled out and trained coworkers on new trading logic that impacted managed accounts throughout the Private Bank. I created a transparency tool that was used by the Private Bank’s salesforce to understand potential trades across customized managed accounts.

Columbus, Ohio Area

I worked in the credit middle office of the Private Bank for JPMorgan where I was a rotational analyst. I underwrote loans for law firm partners, monitored loans to ensure no defaults and created lines of credit backed by managed and brokerage accounts. I was the subject matter expert and lead analyst for a team that was created to penetrate a new client segment. Also throughout my rotations I trained 8 individuals on different processes throughout various departments.

Cleveland/Akron, Ohio Area

Taxable Fixed Income Department

Master Of Business Administration - Mba

Bachelor, Science And Business Administration; Finance

Relevant course work: Money and Banking, Business Law, Corporate Finance, Investment Management, and Financial Accounting