Bret Mason Email & Phone Number
Senior Vice President, Investments; Wealth Management Specialist @ Raymond James
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Bret Mason Location
- Decatur, IL, US
Bret Mason Work
- Senior Vice President, Investments; Wealth Management Specialist @ (April 2006 - Present)
- Senior Vice President, Investments; Wealth Management Specialist @ (April 2003 - April 2006)
- Wealth Management Specialist @ (March 1993 - April 2003)
Bret Mason Education
- Baylor University - Hankamer School of Business
BBA (Finance and Economics)
1985-1988 - Greenville University 1984-1985
Bret Mason Skills
- Asset Allocation
- Customer Service
- Finance
- Financial Advisory
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Securities
- Strategy
- Wealth Management
- Equities
- Mason
- Team Building
- Business Development
- Retail
Bret Mason Summary
- Bret Mason, based in Decatur, IL, US, is currently a Senior Vice President, Investments; Wealth Management Specialist at Raymond James. Bret Mason brings experience from previous roles at Morgan Stanley and Raymond James Financial Services. Bret Mason holds a 1985 - 1988 BBA in Finance and Economics @ Baylor University - Hankamer School of Business. With a robust skill set that includes Asset Allocation, Customer Service, Finance, Financial Advisory, Financial Services and more. Bret Mason has 1 emails and 1 mobile phone numbers on RocketReach.
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