Brad Cotner
Financial Services Representative at Fidelity Investments
Based in Thousand Oaks, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Thousand Oaks
Industry
Financial Services
Company size
84K
Contact information
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b•••••••@fidelity.com
Phone
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Background
About Brad Cotner
Finance Associate with 8+ years of experience in delivering financial analysis and planning while supporting key business operations for global companies. Data-driven professional skilled at analyzing complex data sets and frameworks. Monitors governance for Investment Lifecycle Management (ILM), Financial Portfolios, and deliverables as needed. Strategic leader at developing teams and liaising with key stakeholders while delivering continuous improvements to models, analytical frameworks, and digital advancements.
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