Michael Bradford: Seasoned Financial Professional, Risk and Quality Management Expert

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    Michael Bradford is a seasoned professional with extensive experience in the financial, technology, and manufacturing sectors. With a proven track record of successful collaboration from corporate executives to manufacturing staff, he excels in meeting organizational and regulatory expectations by fostering complex best practices with a detail-oriented and goal-focused approach.

    His expertise spans various domains, including wealth management, risk management, quality control, and customer service. Michael’s skills extend to areas such as establishing and evaluating enterprise risk management, building effective teams, implementing quality control measures, and managing vendor relationships.

    Throughout his career, Michael has held key positions at esteemed financial firms, serving as a Financial Consultant at Calton & Associates, Wealth Manager at LPL Financial, Financial AVP at Merrill Lynch Wealth Management, and Senior Financial Advisor at Morgan Stanley. In these roles, he provided comprehensive wealth management services, offered financial guidance, devised investment strategies, and fostered strong relationships with clients while keeping abreast of industry regulations and trends.

    Prior roles at Telxon Corporation and Compaq Computer Corp showcased his skills in managing key clients, overseeing transitions, and implementing effective project resolutions. His tenure at Telxon Corporation involved managing key clients, while at Compaq Computer Corp, he contributed as an ISO 9002 Auditor and Technology Specialist, focusing on audit programs, compliance assessments, and operational efficiency strategies.

    Michael holds a Masters of Jurisprudence in Risk Management & Wealth Management from Texas A&M University School of Law and a Bachelor of Science in Safety Technology from Northeastern Oklahoma State University. Additionally, he holds certifications as a Retirement Planning Specialist, Series 6, 7, 31, 63, and 65 registered professional, Group 1 Insurance registered, BSI Lead Auditor, ASQC Engineering, ASQC Certified Quality Technician, and USAF Precision Measurement Equipment Laboratory Technician (PMEL). His educational background and diverse certifications underline his commitment to professional development and expertise in his field.


    Michael Bradford demonstrates a goal-focused, detail-oriented approach with a proven track record of successful collaboration across diverse hierarchies, showcasing resilience and attentiveness in meeting organizational expectations.


    With extensive experience in financial, technology, and manufacturing sectors, Michael exhibits expertise in wealth management, risk assessment, quality control, and effective customer service, reflecting a deep understanding of multifaceted industry demands.


    His strategic acumen is evident in his ability to establish and evaluate risk management frameworks, build effective teams, implement quality control measures, and manage vendor relationships, showcasing an adeptness in navigating complex business landscapes.


    Michael’s exceptional communication skills are highlighted through his ability to foster relationships with clients, provide comprehensive financial guidance, devise investment strategies, and navigate industry regulations effectively, exhibiting clear and impactful communication across various stakeholders.


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    Lisa Williams
    Lisa Williams
    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.