Corey Bradford, MBA
Kansas City,Missouri
Summary
Dynamic professional with a strong background in financial planning and project management. Expertise in analyzing complex financial data and developing tailored strategies to enhance client satisfaction. Adaptable in high-pressure environments, committed to delivering value through effective communication and problem resolution.
Overview
12
12
years of professional experience
Work History
Financial Representative
Modern Woodmen of America
Kansas City, Missouri
02.2026 - 07.2026
- Developed personalized financial plans that aligned with client goals and risk tolerance, enhancing client satisfaction and trust.
- Provided ethical and holistic financial planning guidance, fostering long-term client relationships.
- Engineered customized strategies for wealth management and portfolio diversification.
- Conducted client interviews to assess income, expenses, and financial objectives.
- Facilitated training development and recruitment of new representatives, contributing to a well-prepared team.
Umpire in Chief/Supervisor (Part-time)
Metro Umpires KC
Kansas City, Missouri
07.2019 - Current
- Supervised umpires and produced detailed post-game reports to inform performance evaluation.
- Resolved disputes between coaches and umpires, ensuring fair play and maintaining game integrity.
- Trained and developed new umpires, mentoring subordinate officials to enhance officiating skills.
- Collaborate with owner to strategize growth and enhancement initiatives for company.
Account Analyst, Financial Services
Lockton Companies
Kansas City, Missouri
05.2024 - 11.2025
- Facilitated the renewal process for two large books of business, including complex risks.
- Reviewed client applications and financial information for accuracy and compliance with underwriting standards.
- Brokered relationships between insurance companies and clients, improving communication and facilitating smoother transactions.
- Addressed client inquiries and concerns as primary contact, ensuring timely and effective resolutions.
- Prioritized workflows to meet deadlines, reporting to multiple supervisors.
College Financial Representative
Northwestern Mutual
Kansas City, Missouri
12.2021 - 12.2022
- Enabled clients to understand tailored financial plans and strategies, enhancing their decision-making.
- Network and prospect to set appointments.
- Collected critical information to provide fiduciary recommendations that align with client goals.
- Leveraged financial software to monitor client investments and performance, ensuring informed adjustments.
Umpire
Metro Umpires KC
Kansas City, Missouri
07.2014 - 07.2019
- Clearly announced game calls during matches, reinforcing rules and authority on the field.
- Enforced rules for players, coaches, and parents on baseball field.
- Maintained professionalism in emotionally charged situations, ensuring fair play and respect among coaches and spectators.
- Deescalated potential altercations between opposing players and coaches, promoting a safe and respectful environment.
Financial Representative
Guardian Financial
Overland Park, Kansas
07.2026 - Current
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
- Utilized financial planning software to create detailed projections and reports.
Education
Master of Business Administration - Finance
Park University
Parkville, Missouri05-2025
Bachelor of Science - Business Administration, Personal Financial Planning
Park University
Parkville, Missouri05-2023
Skills
- Project management
- Problem resolution
- Client relationship management
- Team collaboration
- Communication skills
- Financial analysis
Awards
- Academic All-Conference, Park University Baseball Team, 2022
- Academic All-American, Park University Baseball Team, 2022
- Men’s Baseball Athletic Scholarship, Park University Baseball Team, 2022
- Marvin Brooks Scholarship Award, Park University, 2021-2024
Memberships And Affiliations
- Suburban Balance, College and Career Readiness Coach, 2025, Present
- Park University Baseball Team, Student Athlete, 2021, 2024
- Suburban Balance, Member, 2018, Present
Timeline
Financial Representative
Guardian Financial
07.2026 - Current
Financial Representative
Modern Woodmen of America
02.2026 - 07.2026
Account Analyst, Financial Services
Lockton Companies
05.2024 - 11.2025
College Financial Representative
Northwestern Mutual
12.2021 - 12.2022
Umpire in Chief/Supervisor (Part-time)
Metro Umpires KC
07.2019 - Current
Umpire
Metro Umpires KC
07.2014 - 07.2019
Master of Business Administration - Finance
Park University
Bachelor of Science - Business Administration, Personal Financial Planning
Park University