Brandon Reitz
Manager, Executive & Stock Plan Solutions at Raymond James
Based in St. Petersburg, United States
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Seniority
Other
Department
Other
Location
St. Petersburg
Industry
Financial Services
Company size
19K
Contact information
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b•••••••@raymondjames.com
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Background
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.
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