Bradley Prosper, Cfa, Cfp® Email & Phone Number
@xpyriainvest.com
1 phone found area 412
LinkedIn matched
Who is Bradley Prosper, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Bradley Prosper, Cfa, Cfp® is listed as Senior Associate | Wealth Management at Cerity Partners, a company with 1282 employees, based in Greater Pittsburgh Region, United States, United States. AeroLeads shows a work email signal at xpyriainvest.com, phone signal with area code 412, and a matched LinkedIn profile for Bradley Prosper, Cfa, Cfp®.
Bradley Prosper, Cfa, Cfp® previously worked as Senior Associate at Cerity Partners and Senior Investment Analyst at Xpyria Investment Advisors, Inc.. Bradley Prosper, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance, 3.74 Gpa from Penn State Erie, The Behrend College.
Email format at Cerity Partners
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AeroLeads found 1 current-domain work email signal for Bradley Prosper, Cfa, Cfp®. Compare company email patterns before reaching out.
About Bradley Prosper, Cfa, Cfp®
May 2015 graduate from Penn State University. Graduated with 2 majors (Accounting and Finance) and one minor (Applied Economics) while amassing 165.5 credits within four years.
Listed skills include Microsoft Excel, Investment Research, Bloomberg Terminal, Quantitative Research, and 3 others.
Bradley Prosper, Cfa, Cfp®'s current company
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Bradley Prosper, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Associate
Current
Senior Investment Analyst
On August 15, 2024, XPYRIA combined with Cerity Partners.Conducted in-depth investment research that was instrumental in the construction, maintenance, and management of client portfolios. This research included the procurement of primary data via direct investment manager interviews as well as analyzing information through the use of Bloomberg and.
Investment Support Specialist
- Performed duties as a liaison between clients and the financial markets by ensuring trades were settled/delivered, while providing professional client service via phone and email inquiries
- Completed special projects, including recognizing/mending software inefficiencies, consolidating information, and resolving client issues related to CMS to GSP software migration
Accounts Receivable Intern
- Organized payment information and assisted Staff Accountants with daily data entry.Evaluated day-to-day event database and billed clients as necessary.Performed cash audits to ensure accountability of all employees.
- Gained experience in performing the year-end accounting process, including adjusting entries, closing entries, and financial statement preparation, among others.
- Created a spreadsheet template for daily sales data that was applied to multiple properties for Fiscal 2015.
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →
Nate Salyers
Colleague at Cerity Partners
Breckenridge, Colorado, United States, United States
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Austin Little, Cfp®
Colleague at Cerity Partners
Fort Worth, Texas, United States, United States
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Amanda Owen
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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Gökhan Ceri̇t
Colleague at Cerity Partners
Antalya, Türkiye, Turkey
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Nicholas Gerber
Colleague at Cerity Partners
Dallas-Fort Worth Metroplex, United States
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Janice Melendez
Colleague at Cerity Partners
Scottsburg, Indiana, United States, United States
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Richard Ainsworth
Colleague at Cerity Partners
Cleveland, Ohio, United States, United States
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Ezekiel Motsepe
Colleague at Cerity Partners
Randburg, Gauteng, South Africa, South Africa
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Lissa Walker, Cpa
Colleague at Cerity Partners
Orange County, California, United States, United States
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SB
Samuel Bain
Colleague at Cerity Partners
Boston, Massachusetts, United States, United States
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Bradley Prosper, Cfa, Cfp® education
Bachelor Of Science (B.S.), Finance, 3.74 Gpa
Education record
Bachelor Of Science (B.S.), Accounting, 3.58 Gpa
Minor, Applied Economics, 3.60
Frequently asked questions about Bradley Prosper, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bradley Prosper, Cfa, Cfp® work for?
Bradley Prosper, Cfa, Cfp® works for Cerity Partners.
What is Bradley Prosper, Cfa, Cfp®'s role at Cerity Partners?
Bradley Prosper, Cfa, Cfp® is listed as Senior Associate | Wealth Management at Cerity Partners.
What is Bradley Prosper, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @xpyriainvest.com for Bradley Prosper, Cfa, Cfp® at Cerity Partners.
What is Bradley Prosper, Cfa, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 412 for Bradley Prosper, Cfa, Cfp® at Cerity Partners.
Where is Bradley Prosper, Cfa, Cfp® based?
Bradley Prosper, Cfa, Cfp® is based in Greater Pittsburgh Region, United States, United States while working with Cerity Partners.
What companies has Bradley Prosper, Cfa, Cfp® worked for?
Bradley Prosper, Cfa, Cfp® has worked for Cerity Partners, Xpyria Investment Advisors, Inc., Bny Mellon, and Scott Enterprises, Erie Pa..
Who are Bradley Prosper, Cfa, Cfp®'s colleagues at Cerity Partners?
Bradley Prosper, Cfa, Cfp®'s colleagues at Cerity Partners include Nate Salyers, Austin Little, Cfp®, Amanda Owen, Gökhan Ceri̇T, and Nicholas Gerber.
How can I contact Bradley Prosper, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Bradley Prosper, Cfa, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Bradley Prosper, Cfa, Cfp® attend?
Bradley Prosper, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance, 3.74 Gpa from Penn State Erie, The Behrend College.
What skills is Bradley Prosper, Cfa, Cfp® known for?
Bradley Prosper, Cfa, Cfp® is listed with skills including Microsoft Excel, Investment Research, Bloomberg Terminal, Quantitative Research, Qualitative Research, Morningstar Direct, and Behavioral Finance.
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