Brandon Toro
Associate Wealth Manager at WealthFD
- Role
- Associate Wealth Manager at Wealthfd
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brandon Toro
As a finance and financial planning major at Temple University, I am passionate about learning and applying the principles and practices of wealth management. I have completed the Securities Industry Essentials (SIE) exam, the Bloomberg ESG certificate, and the eMoney certification, demonstrating my proficiency and interest in the field.I have gained valuable experience as a wealth management intern at TruStage, where I supported financial advisors in maintaining client relationships and performing portfolio analysis. I also collaborated with a cross-functional intern team to assess risk factors related to the Permanent Economic Underclass in the USA, proposing opportunities and mitigation steps for TruStage. Additionally, I have honed my communication, problem-solving, and leadership skills as a volunteer instructor at International Taekwon-Do Federation, where I instruct students of all ages and skill levels. I am eager to leverage my skills and knowledge to contribute to a finance based internship this summer.
Experience
Associate Wealth Manager
Aug 2024 — Present · Conshohocken, PA, US
Education
Temple University
Bachelor of Business Administration - BBA
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