Brandon Morrow Email & Phone Number
Director of Client Success @ Cornell Capital Holdings
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Brandon Morrow Location
- Olean, NY, US
Brandon Morrow Work
- Director of Client Success @ (January 2024 - Present)
Brandon Morrow Education
- St. Bonaventure University
Bachelor's degree (Finance)
2018-2021
Brandon Morrow Skills
- Advanced Tax Planning
- Cash Flow & Income Strategy
- Consulting
- Customer Service
- Exit & Liquidity Planning
- Exit Strategies
- Family Wealth & Legacy Planning
- Family Wealth Management
- HNW
- Income Replacement
- Leadership
- Management
- Professional Phone Skills
- Project Management
- Sales
- Self-management
- Strategic Planning
- Strategic Tax Optimization
- Wealth Diagnostics & Assessments
Brandon Morrow Summary
- Brandon Morrow, based in Olean, NY, US, is currently a Director of Client Success at Cornell Capital Holdings. Brandon Morrow holds a 2018 - 2021 Bachelor's degree in Finance @ St. Bonaventure University. With a robust skill set that includes Advanced Tax Planning, Cash Flow & Income Strategy, Consulting, Customer Service, Exit & Liquidity Planning and more. Brandon Morrow has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Cornell Capital Holdings Employees
Meghan Johnson
Chief Operating Officer
New York, United States
Dana Cornell
Chief Executive Officer
New York, United States
Brandon Morrow
Director of Client Success
Olean, NY, US
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