Brandon started in the financial services industry in 2005 and has acquired a broad professional background, which has created a unique composition of skills and experience in the industry. He has served as a financial assistant, financial advisor, operations associate, and branch operations manager.
Brandon joined The Meredith Group in 2017 as Group Manager and now works as Team Lead. Brandon coordinates and supervises workflow among the staff and serves as a point of escalation to maintaining efficient group operations and exceptional customer service. He also partners with the group advisors to develop and implement strategies focused on business development, client servicing and appreciation, and investment management.
Raised in Southern California, he is a graduate of Pepperdine University with a Bachelor of Science Degree in Business Administration. He is also a graduate of Pittsburgh Leadership Foundation’s Emerging Leaders Collaborative. Brandon holds Series 7 and Series 66 licenses.