Client Service Manager (Operations Role) @ (February 2020 - September 2022)
Director of Client Experience (Operations Role) @ (May 2019 - February 2020)
Junior Planning Associate Advisor @ (June 2013 - May 2019)
Communications and CO Intern @ (August 2012 - June 2013)
Brandon McGraw Education
Georgia Institute of Technology
Bachelor of Science (B.S.) (Economics and International Affairs)
2007-2012
Brandon McGraw Summary
Brandon McGraw, based in Atlanta, GA, US, is currently a Director, Private Wealth Client Services (Operations Role) at Cresset. Brandon McGraw brings experience from previous roles at Balentine, Resource Planning Group and Morgan Stanley Wealth Management. Brandon McGraw holds a 2007 - 2012 Bachelor of Science (B.S.) in Economics and International Affairs @ Georgia Institute of Technology. Brandon McGraw has 2 emails and 1 mobile phone numbers on RocketReach.
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