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Brad J Kirchenbaum

from Charlotte, NC
Age ~42
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Also known as:
Brad Jason Kirchenbaum, Brad M
Phone and address:
7616 Bosham Ln, Charlotte, NC 28270
(980) 236-8030
Related to:
Lillian Masforroll, 51Jorge Masforroll, 89Margarita L Roche, 70Russell Eberhard, 45
Connected to:
Adam F Kirchenbauer, 38Anthony G Kirchenbauer, 42Bryan P Kirchenbauer, 50Jamie L Kirchen, 34Jed C Kirchenwitz, 52Kurt W Kirchenberg, 57Maryellen E Kirchen, 83Ralph R Kirchen, 50Renee M Kirchen, 65Richard F Kirchen, 73

Brad Kirchenbaum Phones & Addresses

  • 7616 Bosham Ln, Charlotte, NC 28270 (980) 236-8030
  • Columbia, SC
  • Plantation, FL
  • 17100 Bay Ave, North Miami Beach, FL 33160 (305) 948-0207
  • Sunny Isles Beach, FL
  • Gainesville, FL

Work

Company: Bank of america merrill lynch Mar 2012 Position: Vp; investment product strategy & development

Education

School / High School: CFA Institute 2012 Specialities: Chartered Financial Analyst (CFA) - Completed Level III (Jun 2014) in Investment Management

Skills

Product Development • Strategy Consulting • Financial Modeling & Valuation • Investment Products • Business Intelligence • Data Analytics • Start-up Business Development • Client Acquisition & Retention

Resumes

Resumes

Brad Kirchenbaum Photo 1

Director; Business Strategy And Initiatives Executive

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Location:
7616 Bosham Ln, Charlotte, NC 28270
Industry:
Financial Services
Work:
Merrill Lynch since Jul 2010
VP; Strategy Consultant - Mass Affluent Product Solutions
Bank of America Jun 2008 - Jul 2010
AVP; Consumer Products - MBA Leadership Development Program
GBS Finanzas - Bear Stearns May 2007 - Aug 2007
Analyst; Mergers & Acquisitions
Immune Balance Technologies, Inc. Jun 2003 - May 2006
Director; Business Development
Langley Capital Group Oct 2002 - Jan 2003
Analyst
Education:
University of South Carolina - The Moore School of Business 2006 - 2008
International MBA, Finance and Global Management Universidad de Salamanca (via The Moore School of Business) 2007 - 2007
International MBA, Negocios University of Florida - Warrington College Of Business 1999 - 2003
BSBA, Specialized in Finance
Skills:
Start Ups
Finance
Financial Services
Product Development
Leadership
Market Research
Business Strategy
Business Intelligence
Management
Valuation
Competitive Analysis
Business Analysis
Strategy
Customer Acquisition
Portfolio Management
Customer Experience
Presentation Development
Problem Solving
International Business
Financial Modeling
Interests:
Social Services
Economic Empowerment
Environment
Science and Technology
Health
Languages:
Spanish
Awards:
Florida Academic Scholar (1999 - 2003)
University of Florida
The Florida "Bright Futures" Scholarship is awarded to select students for outstanding academic achievement.
Certifications:
Chartered Financial Analyst (Cfa)
Series 7
Series 66
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Brad Kirchenbaum Photo 2

Brad Kirchenbaum Charlotte, NC

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Work:
BANK OF AMERICA MERRILL LYNCH

Mar 2012 to 2000
VP; Investment Product Strategy & Development
BANK OF AMERICA MERRILL LYNCH
Charlotte, NC
Jul 2010 to Mar 2012
VP; Mass Affluent Segment Strategy
Consumer Segments & Deposits

Jun 2008 to Jun 2010
AVP; MBA Leadership Development Program
GBS FINANZAS, S.A
Madrid, Madrid
May 2007 to Aug 2007
Analyst
IMMUNE BALANCE TECHNOLOGIES, INC
Hollywood, FL
Jun 2003 to Apr 2007
Director; Business Development
Education:
CFA Institute
2012 to 2014
Chartered Financial Analyst (CFA) - Completed Level III (Jun 2014) in Investment Management
MOORE SCHOOL OF BUSINESS, University of South Carolina
Columbia, SC
May 2008
Master of Business Administration in Finance & Global Mgmt
WARRINGTON COLLEGE OF BUSINESS, University of Florida
Gainesville, FL
May 2003
Bachelor of Science in Business Administration
Skills:
Product Development, Strategy Consulting, Financial Modeling & Valuation, Investment Products, Business Intelligence, Data Analytics, Start-up Business Development, Client Acquisition & Retention
Brad Kirchenbaum Photo 3

Brad Kirchenbaum

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Brad Kirchenbaum
Manager
Vita Immune
Food, Health, Supplement Stores · Vitamins
5821 Hollywood Blvd, Hollywood, FL 33021
(954) 989-3400

Publications

Us Patents

System For Allocating And Managing Contributions To Account Categories

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US Patent:
20130054449, Feb 28, 2013
Filed:
Aug 30, 2011
Appl. No.:
13/221404
Inventors:
Carrie Anne Hanson - Charlotte NC, US
Christopher M. Adams - Charlotte NC, US
Jason Typrin - Charlotte NC, US
Erik Stephen Ross - Charlotte NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Kimberly B. Summerrow - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 39
Abstract:
According to some embodiments, an account management system comprises a processor coupled to a memory. The memory is operable to store account information associated with an account. The processor is operable to communicate to a potential contributor a link to a webpage, wherein the webpage comprises account information identifying the account and request information identifying an amount of a funds request, the beneficiary of the account, and a purpose for the funds request. The processor is operable to receive a response to the funds request indicating an outcome of the funds request and manage the account based on the outcome of the funds request.

System For Allocating And Managing Contributions To Account Categories

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US Patent:
20130054453, Feb 28, 2013
Filed:
Aug 30, 2011
Appl. No.:
13/221308
Inventors:
Carrie Anne Hanson - Charlotte NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Kimberly B. Summerrow - Charlotte NC, US
Christopher M. Adams - Charlotte NC, US
Jason Typrin - Charlotte NC, US
Erik S. Ross - Charlotte NC, US
Jacqueline A. Corr - Charlotte NC, US
Deshaun G. Hunter - Charlotte NC, US
Susan S. Thomas - Gastonia NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 40
Abstract:
According to some embodiments, a deposit system for receiving funds into an account held for an account beneficiary comprises a spending tracker, a reimbursement module, a contributor module, and an allocation module. The spending tracker is operable to determine an amount of a withdrawal from the account. The reimbursement module is operable to request an amount of funds from a contributor, the amount of the request associated with the amount of the withdrawal. The contributor module operable to receive the funds from the contributor. The allocation module operable to deposit the funds into the account held for the account beneficiary.

System For Allocating And Managing Contributions To Account Categories

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US Patent:
20130054455, Feb 28, 2013
Filed:
Aug 30, 2011
Appl. No.:
13/221166
Inventors:
Carrie Anne Hanson - Charlotte NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Kimberly B. Summerrow - Charlotte NC, US
Christopher M. Adams - Charlotte NC, US
Jason Typrin - Charlotte NC, US
Erik S. Ross - Charlotte NC, US
Jacqueline A. Corr - Charlotte NC, US
Deshaun G. Hunter - Charlotte NC, US
Susan S. Thomas - Gastonia NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 42
Abstract:
According to some embodiments, a deposit system for receiving funds into an account held for an account beneficiary, the account being identifiable by an account number, comprises a management module, a contributor module, and an allocation module. The management module is operable to register a plurality of contributors. The contributor module is operable to receive information identifying a first contributor, determine whether the first contributor is one of the plurality of registered contributors, and if the first contributor is a registered contributor, receive, from the first contributor, a deposit of funds, the deposit comprising a first set of funds associated by the first contributor for deposit into the account without identifying the account by the account number. The allocation module operable to deposit the first set of funds into the account without informing the first contributor of the account number.

System For Allocating And Managing Contributions To Account Categories

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US Patent:
20130054456, Feb 28, 2013
Filed:
Aug 30, 2011
Appl. No.:
13/221281
Inventors:
Carrie Anne Hanson - Charlotte NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Kimberly B. Summerrow - Charlotte NC, US
Christopher M. Adams - Charlotte NC, US
Jason Typrin - Charlotte NC, US
Erik S. Ross - Charlotte NC, US
Jacqueline A. Corr - Charlotte NC, US
Deshaun G. Hunter - Charlotte NC, US
Susan S. Thomas - Gastonia NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 42
Abstract:
According to some embodiments, a deposit system for allocating deposited funds among a plurality of account categories held for an account beneficiary comprises a management module, a contributor module, and an achievement manager. The management module is operable to associate each account category of the plurality of account categories associated with a particular purpose, each purpose restricting use of funds in its associated account category. The contributor module is operable to receive a confirmation to deposit funds in at least one of the account categories upon accomplishment of an achievement by the account beneficiary. The achievement manager is operable to receive notification of the accomplishment of the achievement and instruct the contributor module to transfer the confirmed funds to the at least one of the account categories.

System For Allocating And Managing Contributions To Account Categories

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US Patent:
20130054460, Feb 28, 2013
Filed:
Aug 30, 2011
Appl. No.:
13/221049
Inventors:
Carrie Anne Hanson - Charlotte NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Kimberly B. Summerrow - Charlotte NC, US
Christopher M. Adams - Charlotte NC, US
Jason Typrin - Charlotte NC, US
Erik S. Ross - Charlotte NC, US
Jacqueline A. Corr - Charlotte NC, US
Deshaun G. Hunter - Charlotte NC, US
Susan S. Thomas - Gastonia NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 44, 705 39
Abstract:
According to some embodiments, a deposit system for allocating deposited funds among a plurality of account categories held for an account beneficiary comprises a management module, a contributor module, and an allocation module. The management module is operable to associate each account category of the plurality of account categories with a particular purpose, each purpose restricting use of funds in its associated account category. The contributor module is operable to receive, from a contributor, a deposit of funds, the deposit comprising a first set of funds associated by the contributor with a first purpose and a second set of funds associated by the contributor with a second purpose. The allocation module operable to deposit the first set of funds into the account category associated with the first purpose and deposit the second set of funds into the account category associated with the second purpose.

Access Control For A Financial Account

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US Patent:
20130060692, Mar 7, 2013
Filed:
Sep 1, 2011
Appl. No.:
13/223495
Inventors:
Jason Typrin - Charlotte NC, US
Chris Adams - Mold NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 44
Abstract:
According to some embodiments, a system comprises an interface and one or more processors. The interface receives a request for a transaction from a user of a financial account. The processor(s) determine, based on a user identifier, whether the user corresponds to an administrator, a primary user, or a contributor. The administrator is authorized to configure rules for the financial account and to conduct deposit transactions, withdrawal transactions, and view transactions. The primary user is authorized to conduct at least one of the following types of transactions according to the rules: the deposit transactions, the withdrawal transaction, and the view transactions. The contributor is authorized to conduct at least one of the following types of transactions according to the rules: the deposit transactions and the view transactions. The processor(s) process the transaction according to the rules associated with the user requesting the transaction.

System For Allocating And Managing Contributions To Account Categories

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US Patent:
20130054436, Feb 28, 2013
Filed:
Aug 30, 2011
Appl. No.:
13/221536
Inventors:
Carrie Anne Hanson - Charlotte NC, US
Christopher M. Adams - Charlotte NC, US
Jason Typrin - Charlotte NC, US
Erik Stephen Ross - Charlotte NC, US
Brad J. Kirchenbaum - Charlotte NC, US
Kimberly B. Summerrow - Charlotte NC, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 35
Abstract:
According to some embodiments, an account management system comprises a processor coupled to a memory. The memory is operable to store account information associated with a first type of account held by an account holder; and one or more event triggers linked to the account. The processor is operable to receive event information associated with the account, the event information indicating that an event associated with the account has occurred. The processor determines that the event that occurred comprises one or more of the event triggers linked to the account. The processor initiates the activation of a second type of account held by the account holder in response to determining that the event that occurred comprises one or more of the event triggers linked to the account and based at least in part upon the account information associated with the first type of account held by the account holder.
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Brad J Kirchenbaum from Charlotte, NC, age ~42 Get Report