Keith Brandt Email & Phone Number
President @ California Wealth Transitions, Inc.
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Keith Brandt Location
- San Diego, CA, US
Keith Brandt Work
- President @ (November 2012 - Present)
- First Vice President @ (March 1983 - November 2012)
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
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bloomberg
- Customer Service
- ETFs
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Loans
- Managerial Finance
- Marketing
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Research
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
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 Accounting, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Keith Brandt has 2 emails and 1 mobile phone numbers on RocketReach.
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Top California Wealth Transitions, Inc. Employees
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San Diego, CA, US
Scott Stevens
Vice President, Financial Advisor
San Diego, CA, US
Dillon Hakes
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David Brandt
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Upland, CA, US
Alix Brandt
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