Brady Burda
Madison,WI
Summary
Dynamic and results-driven finance professional, graduating from the University of Wisconsin-Madison with a Bachelor's in Consumer Finance and Financial Planning. Proficient in utilizing advanced portfolio management tools and financial software, including Microsoft Excel and CRM software, to analyze market trends and optimize asset allocation. Adept at delivering comprehensive financial reports and personalized planning solutions to meet diverse client needs. Demonstrates strong strategic communication and critical thinking skills, with a proven ability to enhance client relationships through tailored advisory services. Eager to apply analytical expertise and financial acumen in a challenging environment to drive successful investment strategies and client satisfaction.
Overview
4
4
years of professional experience
Work History
Wealth Management Intern, The Burish Group
UBS Wealth Management
06.2024 - 06.2025
- Enhanced client meetings by providing comprehensive PMRs for advisors (Portfolio Management Reports).
- Assisted in portfolio management research for optimal asset allocation and diversification.
- Conducted thorough market research to identify potential investment opportunities and risks.
- Supported senior wealth managers with preparing customized financial planning materials tailored to individual client needs.
Bar Manager
Tuscan
05.2022 - 05.2024
- Managed indoor bar and outdoor sections of the restaurant, was promoted to Bar Manager after one summer.
- Coordinated private parties of 50-plus people and set up venue accordingly for desired event.
- Helped customers plan for private parties and made sure their budgets were applied for decision-making.
- Utilized POS system regularly to take online orders and account for any misplaced alcohol while bartending.
Business Development Intern
AEM
05.2023 - 08.2023
- Utilized CRM software to manage customers' information, focused on ensuring the correct customer data was used for marketing blasts and company updates.
- Classified members of AEM into categories such as Equipment Manufacturers or Components Manufacturers to better gauge what membership would best fit the company's needs.
- Analyzed previous consumer behavior to better predict what trade show or membership service they might be interested in.
- Collaborated with other Interns to create a marketing slide for AEM's 2023 Construction Agriculture Expo.
Sales and Marketing Associate
BGS Insurance Agency
05.2021 - 04.2023
- Helped increase company-customer relations by meeting with current and prospective clients to establish their insurance benefits while explaining BGS policies and available offers tailored to their needs.
- Effectively deployed Guidewire claims processing software, fully automated the claims processing system and accelerated customer turnaround rate by 50%. This enhancement resulted in expedited settlements and significantly heightened customer satisfaction levels.
- Utilized Excel and Applied Systems software to manage more than 100 customer accounts.
- Participated in growing two distinct parts of th business, including creating new website templates, and updating FAQ section of the company website.
Education
Bachelor of Science - Consumer Finance, Financial Planning
University of Wisconsin - Madison
Madison, WI05.2025
Skills
- Portfolio Management Reporting
- Financial Budgeting and Forecasting
- CRM Software
- Microsoft Excel
Technology Related
- Strategic and Professional Communication
- Analytical and Critical Thinking
- Client Relationship Development
Personal
Timeline
Wealth Management Intern, The Burish Group
UBS Wealth Management
06.2024 - 06.2025
Business Development Intern
AEM
05.2023 - 08.2023
Bar Manager
Tuscan
05.2022 - 05.2024
Sales and Marketing Associate
BGS Insurance Agency
05.2021 - 04.2023
Bachelor of Science - Consumer Finance, Financial Planning
University of Wisconsin - Madison
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