Brandon Cbda Email & Phone Number
Director of Financial Planning @ Edelman Financial Engines
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Brandon Cbda Location
- San Diego, CA, US
Brandon Cbda Work
- 2023 -now Director of Financial Planning @
- 2020 -2023 Financial Consultant @
- 2015 -2020 Financial Advisor, Senior Portfolio Advisor @
- 2012 -2015 Financial Advisor @
- 2011 -2012 Financial Representative @
- 2009 -2011 Account Executive @
- 2008 -2008 Personal Banker II @
- 2005 -2008 Team Home Loan Consultant @ Countrywide home Loans
- 2003 -2005 Executive assistant @ U.S. Mortgage
Brandon Cbda Education
- University of Phoenix
Business Management
Brandon Cbda Skills
- Financial Planning
- Estate and Legacy Strategies
- Wealth Management
- Investments
- Finance
- Financial Reporting
- Retail Banking
- Consumer Lending
- Private Equity
- Credit
- Venture Capital
- Portfolio Strategies
- Credit Analysis
- Commercial Lending
- Commercial Banking
- Accounting
- Small Business Lending
- Sales
- Data Analysis
- Wealth
- Life Insurance
- Fixed Annuities
- Mutual Funds
- Financial Strategies
- Financial Advisory
- Mortgage Lending
- Financial Services
- Strategic Planning
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Customer Service
- Leadership
- Wealth Preservation Planning
- Series 6
- SERIES 66
- Variable Annuities
- Stocks
- Mortgage Banking
- Series 7
- Wealth Preservation Strategies
- Investment Advisory Services
- Investment Advisory
- Securities
- Trust Services
- Investment Management
- Investment Strategies
- Financial Goals
Brandon Cbda Summary
- Brandon Cbda, based in San Diego, CA, US, is currently a Director of Financial Planning at Edelman Financial Engines. Brandon Cbda brings experience from previous roles at Fidelity Investments, Merrill Lynch and E*TRADE. Brandon Cbda holds a Business Management @ University of Phoenix. With a robust skill set that includes Financial Planning, Estate and Legacy Strategies, Wealth Management, Investments, Finance and more. Brandon Cbda has 1 emails and 1 mobile phone numbers on RocketReach.
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