About
Brandon
Brandon works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds.
Brandon has spent time in the finance departments of the State of Pennsylvania and a large windows and doors manufacturer during summer internships. He looks forward to continuing to expand his knowledge within the financial industry.
Outside of work, Brandon enjoys golfing, skiing, and cheering on the Penn State football team.
Education and Professional Milestones
-Penn State Harrisburg – bachelor’s degree in finance
Brandon works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds.
Brandon has spent time in the finance departments of the State of Pennsylvania and a large windows and doors manufacturer during summer internships. He looks forward to continuing to expand his knowledge within the financial industry.
Outside of work, Brandon enjoys golfing, skiing, and cheering on the Penn State football team.
Education and Professional Milestones
-Penn State Harrisburg – bachelor’s degree in finance