Brandon Lyons Email & Phone Number
Financial Planning Analyst @ Morgan Stanley
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Brandon Lyons Location
- New York, NY, US
Brandon Lyons Work
- Financial Planning Analyst @ (May 2025 - Present)
- Registered Client Service Associate, Financial Planning Associate @ (October 2021 - May 2025)
- Registered Client Service Associate @ (March 2020 - October 2021)
- Registered Investment Services Associate @ (June 2018 - March 2020)
- Financial Representative Intern @ (June 2017 - August 2017)
- Summer Intern and Sales Associate @ JDM Associates, Inc (June 2016 - August 2016)
- Summer Employee @ (June 2014 - August 2015)
Brandon Lyons Education
- NYU School of Professional Studies
Certificate in Financial Planning
2023-2025 - Quinnipiac University
Master of Business Administration - MBA (Finance)
2017-2018 - Quinnipiac University
Bachelor of Science - BS (Finance)
2014-2017 - Saint Peter's Prep
High School
2010-2014
Brandon Lyons Skills
- Customer Service
- Financial Planning
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- PowerPoint
- Public Speaking
- Research
- Social Media
- Teamwork
- Time Management
Brandon Lyons Summary
- Brandon Lyons, based in New York, NY, US, is currently a Financial Planning Analyst at Morgan Stanley. Brandon Lyons brings experience from previous roles at Morgan Stanley, Citi and Northwestern Mutual. Brandon Lyons holds a 2023 - 2025 Certificate in Financial Planning @ NYU School of Professional Studies. With a robust skill set that includes Customer Service, Financial Planning, Leadership, Microsoft Excel, Microsoft Office and more. Brandon Lyons has 1 emails and 1 mobile phone numbers on RocketReach.
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