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Jeff Branson Location
California, United States
Jeff Branson Work
2024 -now Wealth Advisor @
2020 -2024 Founder and Wealth Manager @ Branson Financial Planning
2016 -2020 Investment Advisor Representative @
2013 -2016 Graduate Student @
2015 -2016 Financial Analyst @
2012 -2013 Associate District Manager @
Jeff Branson Education
Saint Mary's College of California
Master of Business Administration (M.B.A.) (Finance)
2013-2016
California State University-Sacramento
Business Administration (Sacramento Association of Collegiate Entrepreneurs, 2009)
2007-2010
Jeff Branson Skills
Direct Sales
Leadership
Microsoft Office
Sales Funnels
Sales Operations
Sales Process
PowerPoint
Customer Satisfaction
Sales Presentations
Salesforce.com
Finance
Outlook
Customer Service
Presentations
Account Management
Sales Management
Sales
Deal Closure
Cold Calling
Selling
Jeff Branson Summary
Jeff Branson, based in California, United States, is currently a Wealth Advisor at PacificView Wealth Management. Jeff Branson brings experience from previous roles at Branson Financial Planning, John Stokes Financial, Saint Mary's College of California and Bartle Wells Assoc. Jeff Branson holds a 2013 - 2016 Master of Business Administration (M.B.A.) in Finance @ Saint Mary's College of California. With a robust skill set that includes Direct Sales, Leadership, Microsoft Office, Sales Funnels, Sales Operations and more. Jeff Branson has 1 emails and 1 mobile phone numbers on RocketReach.
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