VP, Financial Consultant @ (August 2015 - May 2022)
VP, Business Develpment @ (March 2015 - August 2015)
Workplace Planning and Guidance Consultant @ (March 2012 - March 2015)
Inside Planning and Guidance Consultant @ (January 2011 - March 2012)
Account Executive @ (May 2008 - January 2011)
Investments Representative @ (October 2006 - May 2008)
Mutual Fund Trader and Customer Service Representative @ (November 2005 - October 2006)
Brandon Pham Education
University of Utah - David Eccles School of Business
Executive MBA
2018-2020
Westminster College
Bachelor of Science (B.S.) (Financial Services)
2007-2010
Brandon Pham Skills
Leadership
Series 63
Microsoft Office
Microsoft Word
Investments
Relationship Management
Sales
Business Analysis
Public Speaking
Retirement Savings
Customer Service
Asset Allocation
Presentations
Series 7
Retirement Planning
Personal Financial Planning
Mutual Funds
Brandon Pham Summary
Brandon Pham, based in Salt Lake City, UT, US, is currently a VP, Executive Planning Consultant at Fidelity Investments. Brandon Pham brings experience from previous roles at Charles Schwab and Fidelity Investments. Brandon Pham holds a 2018 - 2020 Executive MBA @ University of Utah - David Eccles School of Business. With a robust skill set that includes Leadership, Series 63, Microsoft Office, Microsoft Word, Investments and more. Brandon Pham has 2 emails and 1 mobile phone numbers on RocketReach.
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