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
- Executive Client Relationship Manager @ (April 2018 - Present)
- Senior Program Coordinator - Team Practices @ (June 2014 - February 2023)
- Corporate Reviewer – Communications @ (November 2010 - June 2014)
- Corporate Registered Principal I – Communications @ (May 2010 - November 2010)
- Marketing and Communications Coordinator @ (February 2008 - May 2010)
- Brokerage and Wrap Service Recovery Associate @ (July 2006 - February 2008)
- Associate Financial Representative @ (January 2006 - July 2006)
- Senior Financial Consultant @ (April 2005 - January 2006)
- Managed Portfolios and External Mutual Funds Service Associate @ (January 2004 - April 2005)
- Shareholder Services Representative II @ (January 2002 - February 2003)
- Variable Products and Mutual Funds Service Representative I @ (February 2001 - January 2002)
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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