Brandon Corlett
Wealth Manager for Executives, Families, & Surviving Spouses | Legacy-Focused, Tax-Aware | Pittsburgh + Virtual
- Role
- Wealth Manager at Confluence Financial Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brandon Corlett
I\'m a wealth manager at Confluence Financial Partners in western PA. I work primarily…
Experience
Wealth Manager
Sep 2020 — Present
Skills
- Series 7
- Customer Service
- Microsoft Excel
- Microsoft Word
- Public Speaking
- Process Improvement
- Portfolio Management
- Team Building
- Asset Allocation
- Investment Strategies
- Microsoft Office
- Forecasting
- Small Business
- Time Management
- Nonprofits
- Retirement Planning
- Financial Services
- Research
- Business Process Improvement
- Series 66
- Series 9
- Series 10
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