Brandon Roop Email & Phone Number
Chief Experience Officer @ Donaldson Capital Management
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Brandon Roop Location
- Evansville, IN, US
Brandon Roop Work
- 2026 -now Chief Experience Officer @
- 2022 -2026 VP of Investment Advisory and Sr. Investment Advisor @
- 2021 -2022 VP of Retirement Plan Services and Senior Investment Advisor @
- 2019 -2021 VP of Institutional Services and Investment Advisor @
- 2017 -2019 Sr. Portfolio Manager and VP of Institutional Services @
- 2013 -2017 Portfolio Manager and Director - Institutional Services @
- 2010 -2013 Portfolio Manager @
- 2010 -2010 Trader @
- 2008 -2010 Physical Trader @
- 2007 -2008 Trading Analyst and Scheduler @
- 2006 -2007 Gas Associate @
- 2005 -2005 Intern @ Donaldson Capital Management
- 2004 -2004 Counselor @
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 School 1998-2002
Brandon Roop Skills
- Personal Financial Planning
- Securities
- Valuation
- Technical Analysis
- Customer Service
- Retirement Income Strategies
- Investment Management
- Stock Market Analysis
- Stock Picking
- Strategy
- Risk Management
- Marketing
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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Brandon Roop
Chief Experience Officer
Evansville, IN, US
Top Donaldson Capital Management Employees
Brandon Roop
Chief Experience Officer
Evansville, IN, US
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