Bennett Vann Location
- Houston, TX, US
Bennett Vann Work
- 2026 - now Wealth Analyst @
- 2024 - now Client Success Specialist @
- 2022 - 2024 Registered Wealth Management Client Associate @
- 2021 - 2022 Concierge Specialist @
- 2018 - 2019 Portfolio Analyst @
- 2014 - 2018 Investment Adviser Representative @
- 2012 - 2014 Client Service Associate @
- 2011 - 2011 Property Tax Consultant @
- 2009 - 2009 Receiving Department Coordinator @
- 2007 - 2008 Part-time Intern @
- 2007 - 2007 Fixed Income Department Intern @
Bennett Vann Education
- Texas Christian University - M.J. Neeley School of Business 2008 - 2012
- Memorial High School 2004 - 2008
Bennett Vann Skills
- VBA Excel
- Corporate Bonds
- Bank Account Maintenance
- Alternative Investments
- Customer Relationship Management (CRM)
- Fixed-Income Investing
- Private Wealth Management
- Investment Advisory Services
- Financial Planning
- Research Skills
- Trading Systems
- Relationship Building
- Logic Pro
- Salesforce.com
- Sales Management
- Project Management
- Financial Services
- Financial Advisory
- Mutual Funds
- Financial Reporting
- Banking
- Residential Real Estate
- Property Law
- Account Management
- Financial Modeling
- Investments
- Financial Analysis
- Portfolio Management
- Series 7
- Equities
- Forecasting
- Microsoft Excel
- Finance
- Economics
- Real Estate Financing
- Sales
- Accounting
- Investment Strategies
- Equity Research
- Equity Valuation
- DCF
- Customer Service
- Music Production
- Musicians
- CAPM
- Generally Accepted Accounting Principles (GAAP)
- International Financial Reporting Standards (IFRS)
- FactSet
- Investment Management
Bennett Vann Summary
- Bennett Vann, based in Houston, TX, US, is currently a Wealth Analyst at Corient. Bennett Vann brings experience from previous roles at Corient, Merrill Lynch, Kestra Financial and City National Rochdale. Bennett Vann holds a 2008 - 2012 Texas Christian University - M.J. Neeley School of Business. With a robust skill set that includes VBA Excel, Corporate Bonds, Bank Account Maintenance, Alternative Investments, Customer Relationship Management (CRM) and more. Bennett Vann has 1 emails and 1 mobile phone numbers on RocketReach.
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