Brandon Reitz
Manager, Executive & Stock Plan Solutions at Raymond James
- Role
- Manager, Executive & Stock Plan Solutions at Raymond James
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Brandon Reitz
Manager of the Executive & Stock Plan Solutions team at Raymond James, specializing in high-net-worth public company executives. With extensive knowledge and expertise in the equity space, I work with executive clients and advisors to determine and assist with strategy and execution in various financial planning areas. I also facilitate, structure, and trade 10b5-1 trading plans for public executives across all Raymond James clients. Additionally, I lead prospective company meetings for public company partnerships, aiming to have Raymond James as their captive broker.Former student-athlete (baseball) at the University of North Florida. Bachelor\'s degree (B.A.) in Finance and Master of Business Administration (MBA). FINRA licensed: SIE, Series 7, 57, 66, 99.
Experience
Manager, Executive & Stock Plan Solutions
Aug 2024 — Present
Education
University of North Florida
Master of Business Administration - MBA, Finance and Financial Management Services
University of North Florida
Bachelor of Business Administration - BBA, Finance and Financial Management Services
2018 — 2020
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