Brandon Bell Cbdatm
Director of Financial Planning at Edelman Financial Engines
- Role
- Director of Financial Planning at Edelman Financial Engines
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brandon Bell Cbdatm
I partner with my clients to help them live their best lives- lives supported by a…
Experience
Director of Financial Planning
Jan 2023 — Present · San Diego, CA, US
Education
University of Phoenix
Business Management
Skills
- Mutual Funds
- Data Analysis
- Microsoft Excel
- Financial Strategies
- Series 6
- Mortgage Banking
- Leadership
- Commercial Lending
- Venture Capital
- Series 7
- Fixed Annuities
- Stocks
- Microsoft Office
- Sales
- Wealth Management
- Consumer Lending
- Portfolio Strategies
- Financial Reporting
- Wealth Preservation Strategies
- Investments
- Wealth
- Customer Service
- Commercial Banking
- Variable Annuities
- Accounting
- Estate and Legacy Strategies
- Small Business Lending
- Credit
- Life Insurance
- Finance
- Credit Analysis
- Series 66
- Private Equity
- Retail Banking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.