Brad Bartelt

Recruited, hired, and onboarded the first 50 employees. Led finance across global payroll, accounting, tax, investor reporting, and stock administration.

Participated in OpenAI Grove, spending months working closely with AI researchers.

Scaled adoption of trading tools used by advisors and 16,000 ultra-high-net-worth clients. Used machine learning to automate source-of-wealth validation and integrated thematic and automated investment strategies into client-facing portals.

Earlier, held investment summer analyst roles in 2016, 2017, and 2018.

Drove API adoption through success planning, enablement content, and early product testing.

Led development of order-placement workflows that eliminated trade-desk dependency for mutual fund execution. Worked between traders, portfolio managers, and software engineers to prioritize product enhancements.

Served on the Global AI Committee, identifying opportunities for custom GPTs and partnering with firm leaders on the global implementation of Microsoft Copilot.

As an Aladdin Relationship Manager, supported portfolio and risk analysis, resolved trading issues, and used SQL, UNIX, Python, and Java to audit trade flows.

Established software revenue recognition processes under ASC 606, published annual financial statements, and built an interactive stock-option valuation tool for employees.