Bradley Shaw

Bradley Shaw Email and Phone Number

Divisional Vice President at INSTITUTIONAL ASSET DISTRIBUTORS, LLC @ INSTITUTIONAL ASSET DISTRIBUTORS, LLC
chicago, illinois, united states
Bradley Shaw's Location
New York City Metropolitan Area, United States
Bradley Shaw's Contact Details

Bradley Shaw personal email

n/a

Bradley Shaw phone numbers

About Bradley Shaw

Experienced financial services executive - From fostering long-term client relationships to collaborating with product managers on the development of competitive new products, I offer a scope of expertise that ensures sales success. I have repeatedly leveraged my insight to devise sales and marketing strategies to launch and grow new products while delivering sustained growth in existing categories.

Bradley Shaw's Current Company Details
INSTITUTIONAL ASSET DISTRIBUTORS, LLC

Institutional Asset Distributors, Llc

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Divisional Vice President at INSTITUTIONAL ASSET DISTRIBUTORS, LLC
chicago, illinois, united states
Website:
topindexedannuities.com
Employees:
10
Bradley Shaw Work Experience Details
  • Institutional Asset Distributors, Llc
    Divisional Vice President
    Institutional Asset Distributors, Llc Apr 2018 - Present
    Greater New York City Area
    TIA is an innovative distributor associated with one of the largest firms providing fixed indexed annuities. Representing more than forty highly rated insurance companies, TIA and its affiliates distributed over $800 million of insurance products in 2017. When an advisor uses our platform we provide ground breaking, game changing technology that not only set advisors apart but simplify and save their practice thousands per year.
    View
  • Travers And Associates
    Estate Planning
    Travers And Associates Jul 2017 - Nov 2017
    Greater New York City Area
  • Ubs Wealth Management
    Director
    Ubs Wealth Management Apr 2012 - Nov 2016
    Weehawken, Nj
    Investment Advisory SalesPartnered with Financial Advisors to design wealth planning strategies and drive portfolio sales as a Subject Matter Expert (SME) in fee-based products and portfolio construction and allocation.
    View
  • Witter Partners
    Managing Director / Wholesaler Of Mutual Funds & Hedge Funds
    Witter Partners Jan 2011 - Mar 2012
    View
  • Morgan Stanley Smith Barney
    Executive Director / Portfolio Manager
    Morgan Stanley Smith Barney Jan 1999 - Jun 2010
    New York
    Analyzed the investment plans of prospective clients to develop formal client proposals for discretionary investment portfolio construction (UMA). Established and executed portfolios in line with each client’s preferences.
    View
  • Smith Barney
    Assistant Vice President / Research Liaison
    Smith Barney Jan 1995 - Jan 1999
    Acted as principal liaison between Senior Equity Analysts and Financial Advisor Sales Force. Communicated the firm's equity recommendations, investment policy, as well as economic projections. Highlighted the daily research sales call for the entire retail sales force (written and radio FCN).
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  • Smith Barney
    Financial Advisor
    Smith Barney Jan 1994 - Jan 1995
    Denver, Co
    Performed sales and marketing of financial products. Assessed client financial goals, risk tolerance, and time horizon. Researched company financials, markets, and economic trends.
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  • Legg Mason
    Portfolio Manager
    Legg Mason 2006 - 2008
    View
  • Arthur Anderson
    Accounting Representative
    Arthur Anderson Jan 1992 - Jan 1994
    Denver, Co
    Reconciled and evaluated the financial status of banking institutions. Consistently ensured accuracy in accounting procedures.

Bradley Shaw Skills

Equities Mutual Funds Portfolio Management Hedge Funds Finance Investment Advisory Asset Management Financial Services Banking Economics Sales Sales Management Business Development Strategy Capital Markets Investments Separately Managed Accounts Unified Managed Accounts Etfs Asset Allocation Wealth Management Series 7 Series 65 Uma Real Estate License Life Insurance Indexed Annuities

Bradley Shaw Education Details

Frequently Asked Questions about Bradley Shaw

What company does Bradley Shaw work for?

Bradley Shaw works for Institutional Asset Distributors, Llc

What is Bradley Shaw's role at the current company?

Bradley Shaw's current role is Divisional Vice President at INSTITUTIONAL ASSET DISTRIBUTORS, LLC.

What is Bradley Shaw's email address?

Bradley Shaw's email address is br****@****ubs.com

What is Bradley Shaw's direct phone number?

Bradley Shaw's direct phone number is +140353*****

What schools did Bradley Shaw attend?

Bradley Shaw attended Roger Williams University.

What are some of Bradley Shaw's interests?

Bradley Shaw has interest in Biking, Skiing, Fishing, Golfing.

What skills is Bradley Shaw known for?

Bradley Shaw has skills like Equities, Mutual Funds, Portfolio Management, Hedge Funds, Finance, Investment Advisory, Asset Management, Financial Services, Banking, Economics, Sales, Sales Management.

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