Brett Rees Email & Phone Number
Managing Director, Wealth Consultant at Waldron Private Wealth @ Waldron Private Wealth
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Brett Rees Location
- Washington, DC, US
Brett Rees Work
- Managing Director, Wealth Consultant at Waldron Private Wealth @ (March 2024 - Present)
- Mid-Atlantic Region President and East Region Executive of F and E OCIO Practice - Wealth Management @ (May 2013 - June 2023)
- National Sales Director @ (December 2007 - May 2013)
- Southeast Region Sales Manager @ (June 2002 - December 2007)
- Regional Sales Manager @ (September 1997 - June 2002)
- Client Development Professional - Trust and Investment Division @ NationsBank, N.A. (April 1994 - September 1997)
- Private Banking @ Bank of Boston, N.A. (October 1989 - April 1994)
- Commercial Lender @ (June 1987 - October 1989)
Brett Rees Education
- The University of Texas at Austin
Bachelor of Arts (B.A.) (Economics)
1982-1986
Brett Rees Skills
- Wealth Management
- Series 7
- Commercial Lending
- Asset Allocation
- Alternative Investments
- Sales Management
- Team Leadership
- Strategic Communications
- Series 24
- Banking
- Credit
- Financial Services
- New Business Development
- Private Banking
- Risk Management
- Securities
- Public Speaking
- Insurance
- Sales
- Software
- Project Management
- Planning
- Marketing
Brett Rees Summary
- Brett Rees, based in Washington, DC, US, is currently a Managing Director, Wealth Consultant at Waldron Private Wealth at Waldron Private Wealth. Brett Rees brings experience from previous roles at Northern Trust Wealth Management and Northern Trust. Brett Rees holds a 1982 - 1986 Bachelor of Arts (B.A.) in Economics @ The University of Texas at Austin. With a robust skill set that includes Wealth Management, Series 7, Commercial Lending, Asset Allocation, Alternative Investments and more. Brett Rees has 1 emails and 1 mobile phone numbers on RocketReach.
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Brett Rees
Managing Director, Wealth Consultant at Waldron Private Wealth
Washington, DC, US
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Chris Keller
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Mary Keegan
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