Brandon Cuellar Email & Phone Number

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Portfolio Consultant @ (September 2024 - Present)
AVP Senior Intermediary Sales Consultant @ (August 2018 - August 2019)
Assistant Vice President, Intermediary Sales Consultant @ (January 2018 - August 2018)
Intermediary Sales Consultant @ (May 2017 - January 2018)
Vice President, Regional Investment Consultant @ (August 2019 - September 2024)
Sales Effectiveness Manager @ (August 2012 - May 2017)
Regional Investment Consultant @ (June 2010 - August 2012)
Financial Advisor @ (June 2009 - June 2010)
Financial Advisor @ (March 2007 - June 2009)

The University of Pennsylvania- Aresty Institute of Executive Education: Wharton School of Business
Certified Investment Management License

Brandon Cuellar, based in San Antonio, TX, US, is currently a Portfolio Consultant at Capital Group. Brandon Cuellar brings experience from previous roles at T. Rowe Price. Brandon Cuellar holds a Certified Investment Management License @ The University of Pennsylvania- Aresty Institute of Executive Education: Wharton School of Business. With a robust skill set that includes Series 7, Series 66, Series 24, Investments, Mutual Funds and more. Brandon Cuellar has 1 emails and 2 mobile phone numbers on RocketReach.