Eric Branson Email & Phone Number
Director of Investments @ Cyndeo Wealth Partners
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Eric Branson Location
- Saint Petersburg, FL, US
Eric Branson Work
- 2020 -now Director of Investments @
- 2012 -2020 First Vice President -Wealth Management, Senior Portfolio Manager - Portfolio Management Program @
- 2008 -2012 Vice President - Wealth Management @
- 1996 -2008 Vice President - Wealth Management Specialist @
- 1988 -1991 E4 - Specialist @
Eric Branson Education
- St. Petersburg College
A (Finance, General)
1994-1995
Eric Branson Skills
- Investments
- Wealth Management
- Portfolio Management
- Asset Management
- Financial Planning
- Asset Allocation
- Retirement Planning
- Financial Analysis
- Public Speaking
- Strategic Planning
- Management
- Marketing
- Risk Management
Eric Branson Summary
- Eric Branson, based in Saint Petersburg, FL, US, is currently a Director of Investments at Cyndeo Wealth Partners. Eric Branson brings experience from previous roles at UBS, Morgan Stanley, Raymond James Financial, Inc. and US Army. Eric Branson holds a 1994 - 1995 A in Finance, General @ St. Petersburg College. With a robust skill set that includes Investments, Wealth Management, Portfolio Management, Asset Management, Financial Planning and more. Eric Branson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Cyndeo Wealth Partners Employees
Eric Branson
Director of Investments
Saint Petersburg, FL, US
Sidney Richardson
Client Relationship Manager
Saint Petersburg, FL, US
Greg Cis
Financial Advisor - Corporate Retirement Plans
Saint Petersburg, FL, US
Kent Kilgroe
Financial Advisor
Saint Petersburg, FL, US
Matt Kilgroe
President and CEO
Saint Petersburg, FL, US
Pete Frantzis
Director Of Business Development
Saint Petersburg, FL, US
Alex Landry
Marketing Manager
Florida, United States
Julie Battaglia
Senior Client Relationship Manager
Saint Petersburg, FL, US
Stephen Galiardo
Portfolio Analyst
Saint Petersburg, FL, US
C. Quinty
Vice President Financial Planning
Saint Petersburg, FL, US
Michaela Avraham
Wealth Management Intern
Tampa, FL, US
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