Profil
Mr. Brad Sorensen, CFA, is a Senior Analyst at Zacks Investment Research, Inc.
Prior to joining Zacks in 2021, He was the Managing Director of Market and Sector Analysis at Charles Schwab, responsible for directing coverage of economic and market developments as well as doing in-depth research on various securities and areas of the market.
This role included a weekly research piece featured on Schwab.com, distributed to thousands of readers, as well as collaboration with high-net-value clients on different investment topics.
Prior to that role, Mr. Sorensen was Director-Sector Analysis at Charles Schwab, where among other responsibilities researched and evaluated all investment sectors by using economic data, both domestic and foreign, as well as company information to educate investors about sector dynamics.
Mr. Sorensen holds the CFA designation as well as an MBA and MS in Finance from the University of Colorado.
Postes actifs de Brad Sorensen
| Sociétés | Poste | Début |
|---|---|---|
Zacks Investment Research, Inc. (Small Cap Research)
Zacks Investment Research, Inc. (Small Cap Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 01/09/2021 |
Anciens postes connus de Brad Sorensen
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Zacks Investment Research, Inc. (Small Cap Research)
Zacks Investment Research, Inc. (Small Cap Research) Investment ManagersFinance Provides investment research | Finance |
















