Brandon Smith Email

Operations Lead @ Peak Retirement Planning, Inc.

5 free lookup(s).

Brandon Smith Location

Columbus, OH, US

Brandon Smith Work

2023 - now Operations Lead @ Peak Retirement Planning, Inc.
2022 - 2023 Assistant Vice President, Complaints and Escalations Team Manager @ Morgan Stanley
2020 - 2022 Assistant Vice President, Section Manager @ Morgan Stanley

2018 - 2020 Service Review Associate @ Morgan Stanley
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2017 - 2018 Wealth Management Operations Analyst @ Morgan Stanley
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Brandon Smith Education

Cleveland State University
Master of Business Administration - MBA (Finance, General)
2019 - 2020
The Ohio State University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2014 - 2017

Brandon Smith Summary

Brandon Smith, based in Columbus, OH, US, is currently a Operations Lead at Peak Retirement Planning, Inc.. Brandon Smith brings experience from previous roles at Morgan Stanley. Brandon Smith holds a 2019 - 2020 Master of Business Administration - MBA in Finance, General @ Cleveland State University. Brandon Smith has 2 emails on RocketReach.

Brandon Smith Emails

Found 2 emails

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