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Braden Yoder Email & Phone Number
Portfolio Operations Manager
at
Clearstead
1 work email found
@aspiriant.com
2 phones found area 330
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Operations Manager
Location
Seattle, Washington, United States
Who is Braden Yoder? Overview
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Quick answer
Braden Yoder is listed as Portfolio Operations Manager at Clearstead, based in Seattle, Washington, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 330, and a matched LinkedIn profile for Braden Yoder.
Braden Yoder previously worked as Manager - Portfolio Operations at The Clarius Group and Senior Associate - Investment Operations at The Clarius Group. Braden Yoder holds Bachelor Of Science - B.S., Sport And Fitness Administration/Management from Ohio University.
Company email context
Email format at Clearstead
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{first_initial}{last}@aspiriant.com
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AeroLeads found 1 current-domain work email signal for Braden Yoder. Compare company email patterns before reaching out.
Profile bio
About Braden Yoder
Braden Yoder is a Portfolio Operations Manager at Clearstead. He possess expertise in sports, research, press releases, media relations, financial reporting and 42 more skills.
Listed skills include Sports, Research, Press Releases, Media Relations, and 43 others.
Current workplace
Braden Yoder's current company
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19 roles
Braden Yoder work experience
A career timeline built from the work history available for this profile.
Manager - Portfolio Operations
Senior Associate - Investment Operations
Dec 2021 - Mar 2024
Investment Specialist Ii
Jan 2020 - Dec 2021
Alternative Investment Specialist
Sep 2019 - Jan 2020
Portfolio Administrator
Works in conjunction with Wealth Managers to oversee more than 80 client portfolios. Provide personalized support to clients through prompt response to requests and consistent follow-up.-Promoted through roles of increased scope and accountability advancing from Investment Operations Associate to Investment Operations Specialist before assuming current.
Jan 2019 - Sep 2019
Specialist - Investment Operations
Served as technical and analytical resource for colleagues and Wealth Managers looking to troubleshoot issues. Held responsibility for reconciling approximately 3k client accounts on a daily, monthly, and quarterly basis utilizing company’s portfolio database. Tasked with updating client benchmarks and asset allocations as necessary for reporting purposes.
Jul 2016 - Jan 2019
Associate - Investment Operations
Processed all incoming and outgoing transactions in the portfolio database and custodians; facilitated daily download process.-Managed daily average of 30 cash transactions each year, increasing to 50 transactions during peak seasons.-Delivered more than 800 quarterly reports to clients on behalf of the firm.- Developed a digital procedure manual outlining.
Jul 2013 - Jul 2016
Legal Assistant
Completed entire post-sale process during foreclosure proceedings. Collaborated with attorneys to prepare and file court documents within the county court system.-Decreased total wait time on cases through persistent tracking of final foreclosure documents required from relevant parties to initiate final steps of the foreclosure process.-Utilized CaseAware.
Nov 2012 - Jul 2013
Judicial Services Specialist
Nov 2011 - Nov 2012
Title Specialist
Mar 2011 - Nov 2011
Mail Operations Assistant
Aug 2010 - Mar 2011
Student Marketing Intern
Oct 2009 - Mar 2011
Intern - Student-Athlete Development/Academic Advising
Sep 2009 - May 2010
Assistant Manager
Feb 2009 - Sep 2009
Assistant Manager
Mar 2008 - Jan 2009
Keyholder
Nov 2006 - Mar 2008
Student Athletics Assistant
Sep 2005 - May 2006
Archives And Information Services Intern
Jun 2005 - Sep 2005
2 education records
Braden Yoder education
Bachelor Of Science - B.S., Sport And Fitness Administration/Management
Master'S Of Education - M.Ed., Sport Administration
FAQ
Frequently asked questions about Braden Yoder
Quick answers generated from the profile data available on this page.
What company does Braden Yoder work for?
Braden Yoder works for Clearstead.
What is Braden Yoder's role at Clearstead?
Braden Yoder is listed as Portfolio Operations Manager at Clearstead.
What is Braden Yoder's email address?
AeroLeads has found 1 work email signal at @aspiriant.com for Braden Yoder at Clearstead.
What is Braden Yoder's phone number?
AeroLeads has found 2 phone signal(s) with area code 330 for Braden Yoder at Clearstead.
Where is Braden Yoder based?
Braden Yoder is based in Seattle, Washington, United States while working with Clearstead.
What companies has Braden Yoder worked for?
Braden Yoder has worked for Clearstead, The Clarius Group, Tcdrs, Aspiriant, and Reimer Law Co..
How can I contact Braden Yoder?
You can use AeroLeads to view verified contact signals for Braden Yoder at Clearstead, including work email, phone, and LinkedIn data when available.
What schools did Braden Yoder attend?
Braden Yoder holds Bachelor Of Science - B.S., Sport And Fitness Administration/Management from Ohio University.
What skills is Braden Yoder known for?
Braden Yoder is listed with skills including Sports, Research, Press Releases, Media Relations, Financial Reporting, Analytical Skills, Data Entry, and Finance.
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