With work experience over 15 years, Brad Ellsworth Mcconkey is now working at Frontier Investment Management Co that is situated in 104 as a Director. Brad received his education from 1994 to 1997 at the Eastern New Mexico University. This expert lives in Dallas, Texas. To contact directly Brad, you can search for their phone or e-mail address or get exhaustive information by requesting access to the person's additional details through SoftwareOfficial.
Name variants:
Bradford Mcconkey,
Bradley Mcconkey
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 7, 2022
Email
bm**@frontierinvest.com, mc**@gmail.com
Location
Dallas, TX
Workplace
Director
Dallas, TX
Industry
Investment Management, Investment Advisory Service, Investment Advice
Colleagues
Work History
Private Access Relationship Manager
245 Summer St, Boston, MA 02210
Responsible for servicing high net worth clients
Responsible for identifying new business opportunities
Conducted seminars in branch and offsite venues
Provided advice to customers using...
Jun 2006 — Mar 2012
Investor Center Branch Financial Representative
245 Summer St, Boston, MA 02210
Responsible for initiating customer relationships through walk-ins and phone contacts
Presented financial seminars in the branch and offsite venues
Provided advice to customers using vari...
Mar 2003 — Jun 2006
Premium Services Representative
245 Summer St, Boston, MA 02210
Provided high levels of service to high net worth customers Assisted Premium Clients with trading mutual funds and stocks
Jan 2001 — Mar 2003
Brokerage Senior Service Specialist
245 Summer St, Boston, MA 02210
Provided high level technical support to Fidelity customers and representatives
Worked to provide superior help desk support to customers
Led peers through one on one coaching
Empowered ...
Mar 1999 — Jan 2001
Brokerage Services Representive
245 Summer St, Boston, MA 02210
Provided customer service on brokerage and mutual fund accounts
Clarified retirement and tax issues, maintained and grew customer accounts, resolved critical customer issues, and provided ...
Feb 1998 — Feb 1999
Education
1994 — 1997
1992 — 1993
1988 — 1992
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Moderator
Operations Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Crm
Mutual Funds
Financial Planning
Finance
Retirement
Options
Access
Customer Service
Accounting
Series 7
Trading
Investments
FAQs about Brad Ellsworth Mcconkey
What's the main profession of Brad Ellsworth Mcconkey?
This professional's job is Director
What are the profession of The professional?
These person's professions are Executive and Director
Where is Brad Ellsworth Mcconkey currently located?
Brad Ellsworth Mcconkey is located in Dallas, Texas.
What is the expert's email?
Brad's email is bm**@frontierinvest.com and mc**@gmail.com.
Where did Brad Ellsworth Mcconkey work?
Brad Ellsworth Mcconkey worked at Frontier Investment Management Co., Fidelity Investments.
What education does Brad Ellsworth Mcconkey have?
Brad studied at the Eastern New Mexico University from 1994 to 1997.
Are there any special industries, that Brad Ellsworth Mcconkey works in?
Brad Ellsworth Mcconkey works in Financial Services industry.
What are the skills of Brad Ellsworth Mcconkey?
This professional has such skills as Crm, Mutual Funds, Financial Planning, Finance, Retirement, Options, Access, Customer Service, Accounting, Series 7, Trading, and Investments.