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 @ Cyndeo Wealth Partners
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2012 - 2020 First Vice President -Wealth Management, Senior Portfolio Manager - Portfolio Management Program @ UBS Group AG
2008 - 2012 Vice President - Wealth Management @ Morgan Stanley
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1996 - 2008 Vice President - Wealth Management Specialist @ Raymond James
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1988 - 1991 E4 - Specialist @ US Army

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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

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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 2 mobile phone numbers on RocketReach.

Eric Branson Emails

Found 2 emails

Eric Branson Phone Numbers

Found 5 phone numbers

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Dubuque, IA, US
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- xlspecializedtrailer.com
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President, Electrical Engineer Consultant at Branson Automation Consulting, Inc.

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Eric Branson

Director of Human Resources at Xl Specialized Trailers

Mason City, IA, US
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- +1 563-927-XXXX
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Top Cyndeo Wealth Partners Employees

Matt Kilgroe

President and CEO at Cyndeo Wealth Partners

Saint Petersburg, FL, US
2
- gmail.com
- cyndeowp.com
5+
- +1 727-472-XXXX
- +1 727-824-XXXX
- +1 727-460-XXXX
- +1 727-892-XXXX
- +1 727-472-XXXX
- +1 727-526-XXXX
Pete Frantzis

Director Of Business Development at Cyndeo Wealth Partners

Saint Petersburg, FL, US
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- cyndeowp.com
- yahoo.com
- aol.com
5+
- +1 863-712-XXXX
- +1 218-462-XXXX
- +1 727-472-XXXX
- +1 863-607-XXXX
- +1 863-370-XXXX
- +1 727-892-XXXX
Alex Landry

Marketing Manager at Cyndeo Wealth Partners

Florida, United States
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- cyndeowp.com
- gmail.com
5
- +1 727-472-XXXX
- +1 727-472-XXXX
- +1 954-787-XXXX
- +1 813-841-XXXX
- +1 207-353-XXXX
Stephen Galiardo

Portfolio Analyst at Cyndeo Wealth Partners

Saint Petersburg, FL, US
1
- cyndeowp.com
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Julie Battaglia

Senior Client Relationship Manager at Cyndeo Wealth Partners

Saint Petersburg, FL, US
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- +1 727-472-XXXX
- +1 727-809-XXXX
- +1 754-200-XXXX
- +1 727-510-XXXX
- +1 562-310-XXXX
- +1 727-726-XXXX
Kent Kilgroe

Financial Advisor at Cyndeo Wealth Partners

Saint Petersburg, FL, US
2
- cyndeowp.com
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Matthew di Lavore

Relationship Manager at Cyndeo Wealth Partners

Tampa, FL, US
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