Keith Brandt's Location
San Diego, CA, US
Keith Brandt's Work
- President @ California Wealth Transitions, Inc.
- First Vice President @ Merrill Lynch
Keith Brandt's Education
- Harvard University
Bachelor of Arts (B.A.) (Anthropology)
1977 - 1981 - Harvard Business School Club of San Diego
Certificate in Management Development (Not For Profit Program)
2015 - 2015
Keith Brandt's Skills
- Series 7
- Investments
- Wealth Management
- Series 63
- Securities
- Asset Allocation
- Asset Management
- Investment Advisory
- Finance
- Asset Managment
Keith Brandt's Summary
Keith Brandt, based in San Diego, CA, US, is currently a President at California Wealth Transitions, Inc., bringing experience from previous roles at Merrill Lynch. Keith Brandt holds a 1977 - 1981 Bachelor of Arts (B.A.) in Anthropology @ Harvard University. With a robust skill set that includes Series 7, Investments, Wealth Management, Series 63, Securities and more, Keith Brandt contributes valuable insights to the industry. Keith Brandt has 2 emails and 1 mobile phone number on RocketReach.
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