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
- 2024 - now Managing Director, Wealth Consultant at Waldron Private Wealth @
- 2013 - 2023 Mid-Atlantic Region President and East Region Executive of F and E OCIO Practice - Wealth Management @
- 2007 - 2013 National Sales Director @
- 2002 - 2007 Southeast Region Sales Manager @
- 1997 - 2002 Regional Sales Manager @
- 1994 - 1997 Client Development Professional - Trust and Investment Division @ NationsBank, N.A.
- 1989 - 1994 Private Banking @ Bank of Boston, N.A.
- 1987 - 1989 Commercial Lender @
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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