Gretchen Brunner Email & Phone Number
Wealth Manager
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Gretchen Brunner Location
- Fairfield, CT, US
Gretchen Brunner Work
- 2004 -now Wealth Manager @ Comprehensive Planning Associates, Ltd.
- 1998 -2004 Bookkeeper @ Comprehensive Planning Associates, Ltd.
- 1999 -2004 Logistics Manager @ Novogen
Gretchen Brunner Education
- University of Connecticut
Master of Business Administration (MBA) (Finance, Information Systems)
2001-2004 - University of Connecticut
Bachelor of Arts (BA) (Psychology)
1992-1995
Gretchen Brunner Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Investments
- Microsoft Excel
- Asset Management
- Finance
- Retirement
- Investment Advisory
- Financial Analysis
- Asset Allocation
- Estate Tax Planning
- Series 7
- Retirement Planning
- Wealth Management
- Tax Preparation
Gretchen Brunner Summary
- Gretchen Brunner, based in Fairfield, CT, US, is currently a Wealth Manager at Comprehensive Planning Associates, Ltd.. Gretchen Brunner brings experience from previous roles at Comprehensive Planning Associates, Ltd. and Novogen. Gretchen Brunner holds a 2001 - 2004 Master of Business Administration (MBA) in Finance, Information Systems @ University of Connecticut. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies and more. Gretchen Brunner has 1 emails and 1 mobile phone numbers on RocketReach.
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