Bradley J. Email & Phone Number

Clayton, Missouri, United States

Gateway Region

Responsible for providing a full suite of private banking capabilities to affluent families, business owners, endowments, foundations, institutions and family offices.- Successfully conveyed Busey's story to clients, colleagues and stakeholders post-acquisition of a well-known regional bank - leading to over 90% client retention- Spearheaded newly aligned regional banking efforts with teammates throughout multiple markets to expand our suite of services, grow revenue and better tell our story- Acted as a culture-carrier for the firm - working to empower our teammates - and played an active role in the firm's market communication strategy- Drove regional AUM results per the following: +$185 million for calendar year 2021, +$156 million for calendar year 2022, +$96 million as of midway point of 2023

Greater St. Louis Area

Navigated financial plans and implemented custom portfolios for high-net-worth families. Responsible for generating new relationships in excess of $30MM and maintaining select relationships on a $300MM+ team.- Top 10% AUM flows for first-year advisors nationwide- Drove integration results to over 300% of goal for our office.- Awarded to the ‘Advisor Excellence’ forum for new advisors.- Received ‘Portfolio Advisor’ internal designation from dedication to financial analysis.- Member of the bank’s ‘start-up committee’ - helping St. Louis business owners connect with financing.

Greater St. Louis Area

Serviced institutional clients and internal advisors to assure transaction settlement across asset classes. Implemented procedure to minimize risk, expand trading capabilities, and better service our clients.

Graduate School Of Banking

School Of Business, Economics

Education record