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 @ Edelman Financial Engines
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2020 - 2023 Financial Consultant @ Fidelity Investments
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2015 - 2020 Financial Advisor, Senior Portfolio Advisor @ Merrill Lynch
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2012 - 2015 Financial Advisor @ Etrade Bank Inc
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2011 - 2012 Financial Representative @ Fidelity Investments
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2009 - 2011 Account Executive @ U.S. Bank
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2008 - 2008 Personal Banker II @ Wells Fargo
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2005 - 2008 Team Home Loan Consultant @ Countrywide home Loans
2003 - 2005 Executive assistant @ U.S. Mortgage

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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

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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.

Brandon Cbda Emails

Found 1 emails

@gmail.com

Brandon Cbda Phone Numbers

Found 2 phone numbers

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