Brandon Roop Location
Evansville, IN, US
Brandon Roop Work
- 2026 - now Chief Experience Officer @ Donaldson Capital Management
- 2022 - 2026 VP of Investment Advisory and Sr. Investment Advisor @ Donaldson Capital Management
- 2021 - 2022 VP of Retirement Plan Services and Senior Investment Advisor @ Donaldson Capital Management
- 2019 - 2021 VP of Institutional Services and Investment Advisor @ Donaldson Capital Management
- 2017 - 2019 Sr. Portfolio Manager and VP of Institutional Services @ Donaldson Capital Management
- 2013 - 2017 Portfolio Manager and Director - Institutional Services @ Donaldson Capital Management
- 2010 - 2013 Portfolio Manager @ Donaldson Capital Management
- 2010 - 2010 Trader @ ACES
- 2008 - 2010 Physical Trader @ ACES
- 2007 - 2008 Trading Analyst and Scheduler @ ACES
Brandon Roop Education
- The College for Financial Planning
Chartered Retirement Plans Specialist certification (Retirement Planning)
2016 - 2016 - The College for Financial Planning
CFP (Financial Planning)
2012 - 2012 - Indiana University - Kelley School of Business
MBA (Finance)
2008 - 2011
- Wabash College
Bachelor of Arts (Economics)
2002 - 2006 - Arcadia University
(Spanish)
2005 - 2005 - Castle High School1998 - 2002
Brandon Roop Skills
- Personal Financial Planning
- Securities
- Valuation
- Technical Analysis
- Customer Service
- Retirement Income Strategies
- Investment Management
- Stock Market Analysis
- Stock Picking
- Strategy
Brandon Roop Summary
Brandon Roop, based in Evansville, IN, US, is currently a Chief Experience Officer at Donaldson Capital Management. Brandon Roop brings experience from previous roles at Donaldson Capital Management. Brandon Roop holds a 2016 - 2016 Chartered Retirement Plans Specialist certification in Retirement Planning @ The College for Financial Planning. With a robust skill set that includes Personal Financial Planning, Securities, Valuation, Technical Analysis, Customer Service and more. Brandon Roop has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Brandon Roop
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Brandon Roop
Chief Experience Officer at Donaldson Capital Management
Evansville, IN, US34
Top Donaldson Capital Management Employees
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12
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Brandon Roop
Chief Experience Officer at Donaldson Capital Management
Evansville, IN, US34 -
Neal Quick
Trading Specialist at Donaldson Capital Management
Evansville, IN, US12 -
Braden Herendeen
Investment Advisor at Donaldson Capital Management
Evansville, IN, US11 -
Jace Stieler
Financial Planner at Donaldson Capital Management
Nashville, TN, US12 -
Marcus Bloom
Investment Advisor at Donaldson Capital Management
Atlanta, GA, US25
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