Brandon Westphal Email & Phone Number
Executive Client Relationship Manager @ BlueStem Wealth Partners
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Brandon Westphal Location
- Saint Paul, MN, US
Brandon Westphal Work
- 2018 -now Executive Client Relationship Manager @
- 2014 -2023 Senior Program Coordinator - Team Practices @
- 2010 -2014 Corporate Reviewer – Communications @
- 2010 -2010 Corporate Registered Principal I – Communications @
- 2008 -2010 Marketing and Communications Coordinator @
- 2006 -2008 Brokerage and Wrap Service Recovery Associate @
- 2006 -2006 Associate Financial Representative @
- 2005 -2006 Senior Financial Consultant @
- 2004 -2005 Managed Portfolios and External Mutual Funds Service Associate @
- 2002 -2003 Shareholder Services Representative II @
- 2001 -2002 Variable Products and Mutual Funds Service Representative I @
Brandon Westphal Education
- Minnesota State University, Mankato
Bachelor’s Degree (Finance with a concentration in Financial Planning)
1995-2000 - Mankato West High School
High School (General Studies)
1991-1995
Brandon Westphal Skills
- Microsoft Office
- Project Management
- Leadership
- Strategic Planning
- Public Speaking
- Program Management
- Research
- PowerPoint
- Social Media
- Budgets
- Finance
- Analysis
- Investments
- Strategy
- Financial Planning
- Financial Services
Brandon Westphal Summary
- Brandon Westphal, based in Saint Paul, MN, US, is currently a Executive Client Relationship Manager at BlueStem Wealth Partners. Brandon Westphal brings experience from previous roles at Ameriprise Financial Services, Inc.. Brandon Westphal holds a 1995 - 2000 Bachelor’s Degree in Finance with a concentration in Financial Planning @ Minnesota State University, Mankato. With a robust skill set that includes Microsoft Office, Project Management, Leadership, Strategic Planning, Public Speaking and more. Brandon Westphal has 2 emails and 1 mobile phone numbers on RocketReach.
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