Brad Mendenhall, CIMA® in

Brad Mendenhall, CIMA®

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Regional Vice President - External Wholesaler IBD & Wirehouse at Zacks Investment Management
📍 Greater Sacramento, United States

Brad Mendenhall is a Regional Vice President at Zacks Investment Management, specializing in wholesaling U.S. Equity Separately Managed Accounts and Mutual Funds. An alumnus of UCLA and the Yale School of Managements executive education program, he holds the Certified Investment Management Analyst (CIMA) certification.

Outside of his professional life, Brad is an alumnus of UCLA. This connection to a major university known for its robust athletics program suggests a potential interest in collegiate sports and alumni activities.

Unique Fact: While at Franklin Templeton, Brad was the winner of the Competitive Selling Series presentation competition for West Coast advisor consultants.

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Experience
18 Years
Current Role
Regional Vice President - External Wholesaler IBD & Wirehouse
Job Level
Senior
Location
Greater Sacramento, United States
Personality Overview

How Brad shows up

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

Investment Wholesaling
His career has focused on external wholesaling for firms like Zacks, Franklin Templeton, and Highland Capital, distributing SMAs, Mutual Funds, ETFs, and REITs.
Market Commentary
Frequently posts analysis on market rallies, volatility, the impact of tariffs, and the IPO boom, indicating a keen interest in market dynamics.
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Career

Work history

1-2020
Regional Vice President - External Wholesaler IBD & Wirehouse
Zacks Investment Management
3-2018 - 1-2020
Senior Advisor Consultant
Franklin Templeton
10-2016 - 7-2017
Regional Sales Director - External Wholesaler
Private Real Estate Firm
9-2015 - 6-2016
Regional Sales Director - External Wholesaler
Highland Capital Management, L.P.
11-2010 - 8-2015
Regional Vice President - External Wholesaler
Strategic Capital Companies
In the press

Media appearances

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Education
2005 - 2009
B.A.
UCLA
2019 - 2019
Certified Investment Management Analyst Executive Education
Yale School of Management
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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