Brett Freese Email & Phone Number
Principal and Financial Planner and Investment Manager @ TrustWell Financial Advisors
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Brett Freese Location
- Jacksonville, FL, US
Brett Freese Work
- Principal and Financial Planner and Investment Manager @ (January 2009 - Present)
- Chairperson of the Board @ (April 2012 - Present)
- Advisory Team @ (January 2009 - Present)
- Table Coach @ (January 2013 - January 2018)
- VP @ (January 1993 - January 2007)
Brett Freese Education
- Rutgers University
MBA (Finance)
1996-2000 - Florida Southern College
Bachelor's degree (Finance, General)
1989-1993 - Florida Southern College
BS (Finance, Marketing)
1989-1993 - LifeWork Leadership
Brett Freese Skills
- Retirement Planning
- Investments
- Securities
- Wealth Management
- Asset Management
- Financial Planning
- Statistical Data Analysis
- Process Improvement
- Freight
- Team Oriented
- Kanban
- Microsoft Excel
- Supply Chain Optimization
- Supply Chain
- Customer Service
- Project Planning
- Strategic Planning
- Human Relationship
- Logistics
- Management
- College Recruiting
- Leadership
- ERP Software
- Banking
- Data Mining
- Business Objects
- Transportation
- Cross Functional Team Leadership
- Analysis
- Strategy
- Driving Efficiency
- Supervisory Experience
- Project Management
- Relationship Management
- Supply Chain Management
- Continuous Improvement
- Coaching
- Work Ethic
- Process Efficiency
- LTL
- Lean Manufacturing
- Cost Saving Projects
Brett Freese Summary
- Brett Freese, based in Jacksonville, FL, US, is currently a Principal and Financial Planner and Investment Manager at TrustWell Financial Advisors. Brett Freese brings experience from previous roles at All In Ministries International Incorporated, Chets Creek Church, Lifework Leadership and Merrill Lynch. Brett Freese holds a 1996 - 2000 MBA in Finance @ Rutgers University. With a robust skill set that includes Retirement Planning, Investments, Securities, Wealth Management, Asset Management and more. Brett Freese has 3 emails and 1 mobile phone numbers on RocketReach.
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