Brandon Carlisle's Location
Salt Lake City, UT, US
Brandon Carlisle's Work
- VP Financial Consultant @ Fidelity Investments
- Planning and Guidance Consultant @ Fidelity Investments
- CMR, Portfolio Advisory Services @ Fidelity Investments
- Financial Advisor @ VALIC
- Branch Manager @ Zions Bank
- Assistant Branch Manager @ Zions Bank
Brandon Carlisle's Education
- Brigham Young University
BA (Business)
1999 - 2006
Brandon Carlisle's Skills
- Staff Development
- Retirement Planning
- Investments
- Investment Advisory
- Mutual Funds
- Teaching
- Banking
- Series 7
- Project Management
- 401k
Brandon Carlisle's Summary
Brandon Carlisle, based in Salt Lake City, UT, US, is currently a VP Financial Consultant at Fidelity Investments, bringing experience from previous roles at Fidelity Investments, VALIC and Zions Bank. Brandon Carlisle holds a 1999 - 2006 BA in Business @ Brigham Young University. With a robust skill set that includes Staff Development, Retirement Planning, Investments, Investment Advisory, Mutual Funds and more, Brandon Carlisle contributes valuable insights to the industry. Brandon Carlisle has 5 emails and 1 mobile phone number on RocketReach.
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