Brad Anderson CRCP® in

Brad Anderson CRCP®

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Chief Operating Officer at Diversify Advisor Network
📍 West Jordan, Utah, United States

Brad Anderson is the Chief Operating Officer at Diversify Advisor Network, leveraging an extensive background in compliance from his tenure as Chief Compliance Officer. He holds an MBA from Westminster University and a Certified Regulatory Compliance Professional (CRCP) designation, highlighting his expertise in financial services operations and regulatory frameworks.

He is a published author on specialized industry topics, including the hidden risks of data aggregation and strategic considerations for wrap-fee programs in a zero-commission environment.

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Experience
15 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
West Jordan, Utah, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brad cares about

Regulatory Compliance
Holds a CRCP certification and has a background as a Chief Compliance Officer, indicating this is a core area of his professional expertise.
Data Aggregation Risks
Authored an article specifically on the "Hidden Risks of Data Aggregation, " demonstrating thought leadership and concern for data security in financial firms.
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Career

Work history

12-2023
Chief Operating Officer
Diversify Advisor Network
11-2020 - 12-2023
Chief Compliance Officer
Diversify Advisor Network
4-2017 - 11-2020
Senior Compliance Officer
Diversify Advisor Network
10-2016 - 2-2017
Advanced Concepts Analyst, Intern
Emperitas
6-2015 - 4-2017
Regional Account Delegate
Fidelity Investments
In the press

Media appearances

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Education
2015 - 6-2017
Master of Business Administration (M.B.A.)
Westminster University
2011 - 2013
Bachelor of Science (BS)
University of Phoenix
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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