Brandon M. Helton

Relationship Manager @Principal Financial Group

Winston-Salem, NC, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Dec 2022 — Present

Relationship Manager @Principal Financial Group

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Winston-Salem, NC, US

EDUCATION

N/A

Regent University

Master of Divinity - MDiv, Christian Theology

N/A

Liberty University

Master of Business Administration (MBA)

N/A

Elon University

Bachelor of Arts - BA, Political Science; Business Administration (minor)

ABOUT BRANDON M. HELTON

Financial services professional with over 14 years of relationship management, client success, and consulting experience. Specialties include employee benefits, institutional retirement plans, and retail banking products (rewards checking) and strategies. Advanced knowledge of the regulatory environment surrounding health & benefits, pension, 401(k) plans, and non-qualified executive retirement plans.

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