Brandon White-Szep
Associate Advisor, Senior Analyst at Brighton Jones
Based in Woodinville, United States
7-day free trial · no credit card
Seniority
Manager
Department
Finance & Accounting
Location
Woodinville
Industry
Financial Services
Company size
338
Contact information
Reveal Brandon's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
b•••••••@brightonjones.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Brandon White-Szep
With an extensive background in project management and leadership, my journey has led me to pursue a career shift into the financial planning profession. After progressing through externship, and residency programs I am completing a Master’s Degree in Financial Planning. I have the honor to be practicing all of these learnings in my role as an Associate Financial Advisor | Senior Analyst at Brighton Jones. Leveraging skills in leadership and execution, I am dedicated to mastering the key areas of financial planning, including retirement planning, investment advising, & estate and tax planning. My mission is to empower communities with financial literacy, drawing on my experience in managing complex projects and developing talent. The transition from technology management to financial strategy showcases a commitment to personal growth and a passion for guiding others towards financial well-being.
Decision-makers
Other people at Brighton Jones
- GPOther
Gina Peronto
Director of People Operations · Other
- TNStaff
Thomas Newbold
Associate Advisor · Finance & Accounting
- JDVp
Jonathan de Smidt
Lead Advisor Partner · General Business & Management
- EMStaff
Estefani M. Morris
Advisor · Finance & Accounting
- ECStaff
Emma Close
Richer Life Business Partner · General Business & Management
Build a list of verified contacts at Brighton Jones
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Brandon
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime