Tomas Takeuchi
Operations Specialist at Bradley Wealth
Based in United States
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Seniority
Staff
Department
Operations
Location
United States
Industry
Financial Services
Company size
7
Contact information
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t•••••••@bradleywealth.com
Phone
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Background
About Tomas Takeuchi
Thoughtful and analytical finance professional with a B.Sc. in Finance (Magna Cum Laude) and comprehensive experience with equity research, FP & A, corporate finance, and business operations. Currently an Operations Specialist at Bradley Wealth, contributing to operational excellence at a $300mm+ investment firm. A CFA Level 2 Candidate with proficiency in various portfolio management software, including Bloomberg. Seeking opportunities in investment analysis and corporate finance.
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