Brandon Wheeler Email & Phone Number
Head of Consultant Partnerships, Vanguard Workplace Solutions @ Vanguard
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Brandon Wheeler Location
- Phoenix, AZ, US
Brandon Wheeler Work
- 2024 -now Head of Consultant Partnerships, Vanguard Workplace Solutions @
- 2018 -2024 Regional Director, Personal Advisor Wealth Management @
- 2013 -2018 Regional Director - Personal Advisor Services @
- 2009 -2013 Client Success Executive @
- 2005 -2009 Executive Services Team Leader @
- 2005 -2005 Account Manager @
Brandon Wheeler Education
- The Wharton School
Securities Industry and Financial Markets Certificate (Investments and Securities)
2015-2018 - Arizona State University
MBA (Marketing)
2006-2008 - Brigham Young University
BS (Social Psychology)
1999-2004
Brandon Wheeler Skills
- Retirement
- Series 63
- Mutual Funds
- Retirement Planning
- 401k
- Relationship Management
- Series 24
- Series 7
- Series 65
- Financial Services
- Investment Advisory
- Series 6
- Defined Contribution
- Retirement Plan Consulting
- Profit Sharing
- ERISA
- ETFs
- Investments
- Asset Managment
- Investment Management
- Wealth Management
- General Management
- Strategic Thinking
- Talent Developer
- Budget Setting
- Profit & Loss Management
- Leadership
- Asset Allocation
- Finance
- CRM
- Financial Analysis
- Advice
- PowerPoint
- Banking
- Profit and Loss Management
- Management
- Project Management
Brandon Wheeler Summary
- Brandon Wheeler, based in Phoenix, AZ, US, is currently a Head of Consultant Partnerships, Vanguard Workplace Solutions at Vanguard. Brandon Wheeler brings experience from previous roles at Vanguard. Brandon Wheeler holds a 2015 - 2018 Securities Industry and Financial Markets Certificate in Investments and Securities @ The Wharton School. With a robust skill set that includes Retirement, Series 63, Mutual Funds, Retirement Planning, 401k and more. Brandon Wheeler has 3 emails and 2 mobile phone numbers on RocketReach.
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