Jeff Branson Email & Phone Number
Wealth Advisor @ PacificView Wealth Management
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Jeff Branson Location
- California, United States
Jeff Branson Work
- Wealth Advisor @ (February 2024 - Present)
- Founder and Wealth Manager @ Branson Financial Planning (March 2020 - February 2024)
- Investment Advisor Representative @ (April 2016 - February 2020)
- Graduate Student @ (June 2013 - December 2016)
- Financial Analyst @ (April 2015 - April 2016)
- Associate District Manager @ (June 2012 - May 2013)
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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Top PacificView Wealth Management Employees
Robert Davies
Managing Partner at PacificView Wealth
Irvine, CA, US
Jeff Branson
Wealth Advisor
California, United States
Rosie Ter-Matevosyan
Wealth Advisor
Los Angeles, CA, US
Alain Brito
Associate Wealth Advisor
Irvine, CA, US
Brandon Morenz
Managing Partner-Wealth Advisor
Irvine, CA, US
Stefan Gronvold
Managing Partner
Los Angeles, CA, US
Reese Roberts
Managing Partner
Irvine, CA, US
Stephanie Vazquez
Operations Manager
Orange, CA, US
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