Brandon Mather resumes & CV records
Resumes
Regional Director
Location:
4864 Santa Cruz Ave, San Diego, CA 92107
Industry:
Financial Services
Work:
Dunham & Associates
Mar 2014 - Aug 2017
Regional Marketing Associate Dunham & Associates Mar 2014 - Aug 2017
Regional Director Commonwealth Financial Network Jan 2012 - Mar 2014
Client Service Representative Mfs Investment Management Oct 2009 - Jan 2012
Premier Partners Representative Ameriprise Financial Services, Inc. Aug 2009 - Aug 2009
Financial Planning Intern Enterprise Rent-A-Car May 2008 - Aug 2008
Assistant Management Intern
Regional Marketing Associate Dunham & Associates Mar 2014 - Aug 2017
Regional Director Commonwealth Financial Network Jan 2012 - Mar 2014
Client Service Representative Mfs Investment Management Oct 2009 - Jan 2012
Premier Partners Representative Ameriprise Financial Services, Inc. Aug 2009 - Aug 2009
Financial Planning Intern Enterprise Rent-A-Car May 2008 - Aug 2008
Assistant Management Intern
Education:
Indiana University 2009
Indiana University - Kelley School of Business 2005 - 2009
Bachelors, Entrepreneurship, Finance E.o. Smith High School 2001 - 2005
E. O. Smith High School 2005
Indiana University - Kelley School of Business 2005 - 2009
Bachelors, Entrepreneurship, Finance E.o. Smith High School 2001 - 2005
E. O. Smith High School 2005
Skills:
Leadership, Financial Services, Customer Service, Series 7, Financial Advisory, Management, Wealth Management, Investments, Series 63, Microsoft Excel, Sales Operations, Retirement Planning, Financial Planning, Microsoft Word, Sales, Communication, Manage Client Relationships, Strategic Financial Planning, Communication Skills, Creative Solutions, Customer Satisfaction, Series 24, Mutual Funds, Trading, Series 65, Data Integrity, New Account Generation, Transfers of Equity, Equity Trading, Customer Relationship Management
Interests:
Guitar
Skiing
Financial Consulting
Investing
Environment
Education
Saxophone
Basketball
Hiking
Wealth Management
Travel
Fishing
Skiing
Financial Consulting
Investing
Environment
Education
Saxophone
Basketball
Hiking
Wealth Management
Travel
Fishing
Languages:
English
Certifications:
Series 7
Series 65
Series 63
Finra
Series 65
Series 63
Finra
Brandon Mather
Brandon Mather - San Diego, CA
Work:
Commonwealth Financial Network Jan 2012 to 2000
Service Center Associate MFS Investment Management - Quincy, MA Sep 2011 to Jan 2012
Premier Partners Program Representative MFS Investment Management - Quincy, MA Oct 2009 to Sep 2011
Client Services Representative Ameriprise Financial - Hartford, CT Aug 2009 to Aug 2009
Financial Planning Intern Enterprise Rent-A-Car - Indianapolis, IN May 2008 to Aug 2008
Assistant Management Intern
Service Center Associate MFS Investment Management - Quincy, MA Sep 2011 to Jan 2012
Premier Partners Program Representative MFS Investment Management - Quincy, MA Oct 2009 to Sep 2011
Client Services Representative Ameriprise Financial - Hartford, CT Aug 2009 to Aug 2009
Financial Planning Intern Enterprise Rent-A-Car - Indianapolis, IN May 2008 to Aug 2008
Assistant Management Intern
Education:
Indiana University, Kelley School of Business - Bloomington, IN May 2009
Bachelor of Science in Finance
Bachelor of Science in Finance
Skills:
Client Service, Financial Consulting, Customer Service