Brandon Katz Email & Phone Number
Independent Financial Advisor @ Osaic
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Brandon Katz Location
- Las Vegas, NV, US
Brandon Katz Work
- Independent Financial Advisor @ Osaic (July 2018 - Present)
- Financial Advisor @ (July 2018 - December 2021)
- Financial Advisor @ (January 2018 - January 2019)
- Financial Advisor @ (September 2017 - January 2018)
- Investment Consultant @ (December 2015 - August 2017)
- Private Banker, Brokerage Associate, AVP @ (March 2010 - December 2015)
- Branch Manager, AVP @ (February 2007 - March 2010)
- Personal Banker @ (August 2002 - February 2007)
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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