Brandon Katz Email & Phone Number
Wealth Management Advisor, First Vice President @ Merrill Lynch
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Brandon Katz Location
- Los Angeles, CA, US
Brandon Katz Work
- 2012 -now Wealth Management Advisor, First Vice President @
Brandon Katz Education
- California State University System
Bachelor's Degree
2008-2012
Brandon Katz Skills
- Project Management
- Stock Market
- Investment Portfolio
- Investment Strategies
- Microsoft Office
- Finance
- Equities
- Customer Service
- Financial Planners
- ETFs
- Stock Trading
- Insurance
- Wealth Management Services
- Retirement Planning
- Portfolio Management
- Public Speaking
- Investments
- Sales
- Research
- Team Leadership
- Strategic Financial Planning
- Strategic Financial
- Microsoft Word
- Alternative Investment Strategies
- Retirement
- Bonds
- 401k Rollovers
- Relationship Management
- Alternative Investment
- Mutual Funds
- Financial Modeling
- Wealth Management
Brandon Katz Summary
- Brandon Katz, based in Los Angeles, CA, US, is currently a Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management. Brandon Katz holds a 2008 - 2012 Bachelor's Degree @ California State University System. With a robust skill set that includes Project Management, Stock Market, Investment Portfolio, Investment Strategies, Microsoft Office and more. Brandon Katz has 2 emails and 1 mobile phone numbers on RocketReach.
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