Brett Bennett Email & Phone Number
Portfolio Reviews and Analysis @ Aptus Capital Advisors
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Brett Bennett Location
- Denver, CO, US
Brett Bennett Work
- Portfolio Reviews and Analysis @ (October 2023 - Present)
- Trusted Investment Analyst @ Career Break - Care Giving, Volunteering, and Skills Development (February 2022 - Present)
- Director • Due Diligence @ (January 2015 - January 2022)
- Senior Vice President • Investment Research Team @ (January 2009 - January 2015)
- Vice President • Investment Research Analyst @ (January 2002 - January 2009)
- Investment Specialist @ (January 1997 - January 2002)
- Mutual Fund Trader @ (January 1995 - January 1997)
Brett Bennett Education
- University of Colorado Denver
Master of Business Administration (MBA)
- Bentley University
Bachelor of Science (BS) (Finance)
- Bentley University
Brett Bennett Skills
- Asset Allocation
- Asset Management
- Business Analysis
- Business Development
- Client Engagement
- Consulting
- Cross-Division Collaboration
- Cross-Function Collaboration
- Customer Relationship Management (CRM)
- Due Diligence
- Impact Investing
- Investment Advisory Services
- Investment Analysis
- Investment Banking
- Investment Management
- Investment Portfolios
- Investment Process
- Investment Research
- Investment Solutions
- Investment Strategies
- Investments
- Marketing Communications
- Portfolio Construction & Monitoring
- Portfolio Management
- Portfolio Performance Analysis
- Pre-Sales Support
- Presentations
- Project Management
- Public Speaking
- Relationship Cultivation
- Strategic Influence
- Strategic Planning
- Team Mentoring & Motivating
- Thought Leadership
- Wealth Management
Brett Bennett Summary
- Brett Bennett, based in Denver, CO, US, is currently a Portfolio Reviews and Analysis at Aptus Capital Advisors . Brett Bennett brings experience from previous roles at Career Break - Care Giving, Volunteering, and Skills Development , Charles Schwab and Envestnet Asset Management. Brett Bennett holds a Master of Business Administration (MBA) @ University of Colorado Denver. With a robust skill set that includes Asset Allocation, Asset Management, Business Analysis, Business Development, Client Engagement and more. Brett Bennett has 3 emails and 8 mobile phone numbers on RocketReach.
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