Brandon Helms Email & Phone Number
Vice President @ MarshBerry
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Brandon Helms Location
- North Carolina, United States
Brandon Helms Work
- 2024 -now Vice President @
- 2020 -2024 Retirement Investment Consultant-DCIO @
- 2015 -2020 Managing Consultant @
- 2011 -2015 Director, Retirement Readiness @
- 2009 -2011 Research and Marketing Manager @
- 2008 -2009 Employee Benefit Specialist @
- 2006 -2007 Retirement and Tax Financial Services Representatitve @
Brandon Helms Education
- Appalachian State University
Bachelor's degree (Finance & Banking, Insurance & Risk Management, International Business)
Brandon Helms Skills
- Retirement Plan Consulting
- Business Development
- Presentations
- Consulting
- Retirement Planning
- Investment Strategies
- Retirement
- Investments
- Employee Benefits
- Due Diligence
- Financial Markets
- Financial Advisory
- Strategy
- Building Relationships
- Employee Engagement
- Speaking
- Qualified Retirement Plans
- Retirement Savings
- Independent Financial Advice
- Growing Businesses
- Helping Clients Succeed
- ERISA
- Profit Sharing
- Fiduciary Services
- Financial Coaching
- Maximize
- Series 7
- Partnering
- Ideas
- Relationship Building
- Sales Prospecting
- Human Resources
- Leadership
- Sales
Brandon Helms Summary
- Brandon Helms, based in North Carolina, United States, is currently a Vice President at MarshBerry. Brandon Helms brings experience from previous roles at Columbia Threadneedle Investments, US, Retirement Plan Analytics, Marsh McLennan Agency | Compass Financial Partners and Advisor2X. Brandon Helms holds a Bachelor's degree in Finance & Banking, Insurance & Risk Management, International Business @ Appalachian State University. With a robust skill set that includes Retirement Plan Consulting, Business Development, Presentations, Consulting, Retirement Planning and more. Brandon Helms has 2 emails and 2 mobile phone numbers on RocketReach.
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