Brady Middleton
Austin,TX
Summary
Insightful Financial Advisor known for high productivity and efficient task completion. Specialize in financial planning, risk management, and client portfolio optimization. Excel in communication, adaptability, and problem-solving to meet diverse client needs and deliver tailored financial advice.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
49 Financial
Austin, TX
06.2024 - Current
- Developed tailored, comprehensive financial plans for high-net-worth individuals to help achieve financial goals across various life and business stages.
- Designed the financial architecture of planned gifts for charitable organizations, ensuring alignment with organizational goals and donor objectives.
- Conducted data analysis on donor pools to identify potential contributors and optimize gifting strategies, enhancing overall fundraising efficiency.
Operations Manager
TCU Lacrosse
Fort Worth, TX
08.2022 - 05.2024
- Managed logistics for a 50-person team, including players, coaches, and staff, ensuring seamless coordination across all operations.
- Oversaw travel arrangements, practice schedules, fundraising initiatives, events, and media relations.
- Led a team responsible for executing these tasks, fostering collaboration, and operational efficiency.
Website Designer
Self Employed Web
Austin , TX
01.2020 - 05.2024
- Designed and developed websites from scratch, or revamped underperforming sites for local small businesses and student organizations.
- Enhanced back-end processing to improve functionality, user experience, and operational efficiency.
- Delivered custom solutions that aligned with client branding, leading to increased traffic and user engagement.
Education
BBA - Management And Leadership
Texas Christian University
Fort Worth, TX05-2024
Certificate - Business Analytics
Harvard Business School
Online05-2024
Skills
- Developing financial plans
- Insurance decisions
- Relationship building and management
- Investment planning
- Data filtering
- Analytical thinking
- Data visualization and presentations
- Data programming
- Web scraping
Affiliations
Volunteer Youth Lacrosse Coach
All Saints Episcopal School and Aledo ISD | Summers 2022 & 2023
- Coached and mentored youth players, ranging from elementary to high school, in lacrosse fundamentals, strategy, and teamwork.
- Fostered skill development, sportsmanship, and a love for the game in a supportive and engaging environment.
Certification
- Licensed Investment Advisor Representative
Timeline
Financial Advisor
49 Financial
06.2024 - Current
Operations Manager
TCU Lacrosse
08.2022 - 05.2024
Website Designer
Self Employed Web
01.2020 - 05.2024
- Licensed Investment Advisor Representative
BBA - Management And Leadership
Texas Christian University
Certificate - Business Analytics
Harvard Business School
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