Brendan Wise Email & Phone Number
Financial Planner @ Creative Planning
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Brendan Wise Location
- Denver, CO, US
Brendan Wise Work
- 2021 -now Financial Planner @
- 2020 -2021 Associate Wealth Advisor @
- 2018 -2020 Client Service Coordinator @
- 2017 -2018 Client Service Associate @
- 2015 -2017 Senior Associate - Margin Specialist @
- 2013 -2015 Wealth Management Intern @
Brendan Wise Education
- University of St. Thomas 2011-2015
- Academy of Holy Angels 2007-2011
Brendan Wise Skills
- Leadership
- Time Management
- Teamwork
- Customer Service
- Microsoft Word
- Microsoft Office
- Microsoft Excel
- Finance
- Phone Etiquette
- Telephone Skills
- Microsoft Outlook
- Microsoft PowerPoint
- Windows
- Communication
- Financial Planning
- Organization Skills
- Analytical Skills
- Interpersonal Skills
- Microsoft Teams
- Tamarac Rebalancer
- Schwab
- Microsoft Dynamics CRM
- Team Building
- PowerPoint
- Social Media
- Phone Skills
- Public Speaking
- Event Planning
- Capital Markets
- Customer Satisfaction
- Cash Register
- File Cabinet
- Outlook
- Social Networking
- Document Management
- File Management
- Cashiering
- Goal Oriented
- Social Skills
- Scanners
- Research
- Inventory Management
- Cash Handling Experience
- Retail Sales
Brendan Wise Summary
- Brendan Wise, based in Denver, CO, US, is currently a Financial Planner at Creative Planning. Brendan Wise brings experience from previous roles at CLA (CliftonLarsonAllen), UBS and RBC Wealth Management. Brendan Wise holds a 2011 - 2015 University of St. Thomas. With a robust skill set that includes Leadership, Time Management, Teamwork, Customer Service, Microsoft Word and more. Brendan Wise has 2 emails and 3 mobile phone numbers on RocketReach.
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