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

  • PowerPoint
  • Outlook
  • Microsoft Excel
  • Salesforce.com
  • Microsoft Office
  • 401k Rollovers
  • Customer Service
  • Retirement Plan Withdrawals
  • Retirement Plan Loan
  • Cold Calling

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.

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