Brandon R Mather

age ~38

from San Diego, CA

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Brandon Mather Phones & Addresses

4864 Santa Cruz Ave, San Diego, CA 92107 • (860)8102940
Brighton, MA
Mansfield Center, CT
Bloomington, IN

Work

Company:

Commonwealth financial network
Jan 2012
Position:

Service center associate

Education

School / High School:

Indiana University, Kelley School of Business- Bloomington, IN
May 2009
Specialities:

Bachelor of Science in Finance

Skills

Client Service • Financial Consulting • Customer Service

Name / Title

Company / Classification

Phones & Addresses

Brandon Mather

MATHER CONSTRUCTION COMPANY OF OHIO, LLC

Resumes

Regional Director

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Location:

4864 Santa Cruz Ave, San Diego, CA 92107

Industry:

Financial Services

Work:

Dunham & Associates Mar 2014 - Aug 2017
Regional Marketing Associate
Dunham & Associates Mar 2014 - Aug 2017
Regional Director
Commonwealth Financial Network Jan 2012 - Mar 2014
Client Service Representative
Mfs Investment Management Oct 2009 - Jan 2012
Premier Partners Representative
Ameriprise Financial Services, Inc. Aug 2009 - Aug 2009
Financial Planning Intern

Education:

Indiana University 2009
Indiana University - Kelley School of Business 2005 - 2009
Bachelors, Entrepreneurship, Finance E.o. Smith High School 2001 - 2005
E. O. Smith High School 2005

Skills:

Leadership
Financial Services
Customer Service
Series 7
Financial Advisory
Management
Wealth Management
Investments
Series 63
Microsoft Excel
Sales Operations
Retirement Planning
Financial Planning
Microsoft Word
Sales
Communication
Manage Client Relationships
Strategic Financial Planning
Communication Skills
Creative Solutions
Customer Satisfaction
Series 24
Mutual Funds
Trading
Series 65
Data Integrity
New Account Generation
Transfers of Equity
Equity Trading
Customer Relationship Management

Interests:

Guitar
Skiing
Financial Consulting
Investing
Environment
Education
Saxophone
Basketball
Hiking
Wealth Management
Travel
Fishing

Languages:

English

Certifications:

Series 7
Series 65
Series 63
Finra

Brandon Mather

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Brandon Mather San Diego, CA

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Work:

Commonwealth Financial Network

Jan 2012 to 2000
Service Center Associate MFS Investment Management
Quincy, MA
Sep 2011 to Jan 2012
Premier Partners Program Representative MFS Investment Management
Quincy, MA
Oct 2009 to Sep 2011
Client Services Representative Ameriprise Financial
Hartford, CT
Aug 2009 to Aug 2009
Financial Planning Intern Enterprise Rent-A-Car
Indianapolis, IN
May 2008 to Aug 2008
Assistant Management Intern

Education:

Indiana University, Kelley School of Business
Bloomington, IN
May 2009
Bachelor of Science in Finance

Skills:

Client Service, Financial Consulting, Customer Service