Brett Mongeau's Location
Redwood City, CA, US
Brett Mongeau's Work
Brett Mongeau's Education
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree (Marketing/Marketing Management, General)
2011 - 2015
Wellesley High School
2007 - 2011
Golden Gate University
Candidate for Graduate Certificate in Financial Life Planning
2023
Brett Mongeau's Skills
Brett Mongeau's Summary
Brett Mongeau, based in Redwood City, CA, US, is currently a Financial Planner at Creative Planning, bringing experience from previous roles at Sacred Heart Schools, Atherton, Aspiriant, John Hancock Investment Management and John Hancock Financial Services. Brett Mongeau holds a 2011 - 2015 Bachelor's Degree in Marketing/Marketing Management, General @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes PowerPoint, Outlook, Microsoft Excel, Salesforce.com, Microsoft Office and more, Brett Mongeau contributes valuable insights to the industry. Brett Mongeau has 3 emails and 2 mobile phone numbers on RocketReach.