Brandon Katz Email & Phone Number
Independent Financial Advisor @ Osaic
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Brandon Katz Location
- Las Vegas, NV, US
Brandon Katz Work
- 2018 -now Independent Financial Advisor @ Osaic
- 2018 -2021 Financial Advisor @
- 2018 -2019 Financial Advisor @
- 2017 -2018 Financial Advisor @
- 2015 -2017 Investment Consultant @
- 2010 -2015 Private Banker, Brokerage Associate, AVP @
- 2007 -2010 Branch Manager, AVP @
- 2002 -2007 Personal Banker @
Brandon Katz Skills
- Investments
- Wealth Management
- Relationship Management
- Life Insurance
- Sales
- Small Business Lending
- Research
- IRAs
- Financial Planning
- Commercial Banking
- Strategic Planning
- Insurance
- PowerPoint
- Leadership
- Portfolio Management
- Microsoft Office
- Retirement Planning
- Private Banking
- Consumer Lending
- Securities
- Banking
Brandon Katz Summary
- Brandon Katz, based in Las Vegas, NV, US, is currently a Independent Financial Advisor at Osaic. Brandon Katz brings experience from previous roles at Link Financial Advisory, WestPac Wealth Partners - Wealth Strategy Partners, Capstone Partners Financial and Insurance Services and Scottrade. With a robust skill set that includes Investments, Wealth Management, Relationship Management, Life Insurance, Sales and more. Brandon Katz has 2 emails and 3 mobile phone numbers on RocketReach.
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