Keith Brandt Email & Phone Number
President @ California Wealth Transitions, Inc.
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Keith Brandt Location
- San Diego, CA, US
Keith Brandt Work
- 2012 -now President @
- 1983 -2012 First Vice President @
Keith Brandt Education
- Harvard Business School Club of San Diego
Certificate in Management Development (Not For Profit Program)
2015-2015 - Harvard University
Bachelor of Arts (B.A.) (Anthropology)
1977-1981
Keith Brandt Skills
- Series 7
- Investments
- Wealth Management
- Series 63
- Securities
- Asset Allocation
- Asset Management
- Investment Advisory
- Finance
- Asset Managment
- Customer Service
- Managerial Finance
- Investment Management
- Loans
- Bloomberg
- ETFs
- Retirement Planning
- Strategic Planning
- Research
- Financial Modeling
- Alternative Investments
- Risk Management
- Equities
- Financial Reporting
- Financial Planning
- Microsoft Office
- Accounting
- Investment Strategies
- Strategic Financial Planning
- Portfolio Management
- Financial Analysis
- Mutual Funds
- Marketing
- Banking
Keith Brandt Summary
- Keith Brandt, based in San Diego, CA, US, is currently a President at California Wealth Transitions, Inc.. Keith Brandt brings experience from previous roles at Merrill Lynch. Keith Brandt holds a 2015 - 2015 Certificate in Management Development in Not For Profit Program @ Harvard Business School Club of San Diego. With a robust skill set that includes Series 7, Investments, Wealth Management, Series 63, Securities and more. Keith Brandt has 2 emails and 1 mobile phone numbers on RocketReach.
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