Bradley Swain
About Bradley Swain
Bradley Swain is a Financial Advisor and Customer Service Representative at Wedbush Securities in San Diego, California, with over 15 years of experience in the financial services industry. He holds a BA in Arts & Literature and a Master's in International Management, and possesses expertise in capital markets, retirement planning, and estate planning.
Work at Wedbush Securities
Bradley Swain has been employed at Wedbush Securities since 2009, serving as a Financial Advisor and Customer Service Representative for 15 years in San Diego, California. His role involves providing financial advice and support to clients, leveraging his extensive knowledge in capital markets and insurance. Prior to his current position, he held the title of Vice President - Investment Executive and Insurance Coordinator at the same firm from 2009 to 2022, accumulating 13 years of experience in the Greater San Diego Area.
Education and Expertise
Bradley Swain earned a Bachelor of Arts degree from Prescott College, where he studied Arts & Literature, Theatre Arts, Cultural Anthropology, and Archaeology. He also holds a Master of International Management (MIM) from Thunderbird School of Global Management, where he focused on Marketing. His educational background supports his expertise in retirement planning and estate planning, along with skills in capital markets and insurance.
Professional Background
Bradley Swain has a diverse professional background in the financial services industry. He worked at UBS Financial Services, Inc. as Vice President - Investments from 2001 to 2009. Prior to that, he served as Vice President - Investments at Morgan Stanley from 1995 to 2001. His experience also includes a role as Western Regional Manager at Tamron USA from 1986 to 1995 and as a Broker at Russ Lyon Realty from 1980 to 1983. This extensive experience has contributed to his strong skills in equity trading and investment strategies.
Continuing Education
Bradley Swain has been studying at Arizona State University since 2105. His commitment to continuing education reflects his dedication to staying current in the financial industry and enhancing his professional skills.