Brandon Cumba is a eficient expert, that works in Kpll Private Wealth, Inc main office of which is in 104. as a Paraplanner from 2014. This expert gained professional experience in more than eight positions at different companies. Brandon Cumba went to the Henderson State University and was studying there from 2008 to 2009. Dallas, Texas is the city, where this professional was known to live. This professional's e-mail and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Branden Cumba,
Brand Cumba,
Brandy Cumba
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 9, 2022
Location
Dallas, TX
Company
Kpll Private Wealth, Inc.
Workplace
Paraplanner
Work History
Paraplanner
8750 north Central Expy, Dallas, TX 75231
Coordinated the back-office financial planning processes for a group of Advisors. Prepared Advisors for client meetings by having all required data, presentations, and plans assembled and or...
May 2014 — Apr 2017
Chief Financial Officer and Director of Advisory Services
8750 north Central Expy, Dallas, TX 75231
Supports a group of Advisors and their clients by overseeing and helping implement Strata’s financial planning and investment process. Supervises staff and monitors processes for the success...
from Apr 2017
Financial Analyst and Investment Advisor
Greensboro, NC
Served as liaison between clients and the TCM team to ensure the successful transition for new clients in regards to all aspects of the on-boarding process. Initiated ongoing and regular cli...
Oct 2012 — May 2014
Universal Banker Ii
800 Nicollet Mall, Minneapolis, MN 55402
Opened, evaluated specific needs, and performed routine maintenance for personal and business bank products and services. Processed consumer and business loan applications by evaluating cred...
Aug 2009 — Oct 2012
Assistant Account Executive
100 Summit Lake Dr SUITE 400, Valhalla, NY 10595
Assisted Account Executive in providing superior service standards for the firm’s largest client.
Created and renewed 1,500 insurance certificate templates through a specialized software a...
May 2007 — Aug 2007
Resident Advisor
Enforced rules/regulations and administered housing arrangements for a Facility comprised of 120 students. - Maintained and coordinated Student Housing Facility and supplies.
Aug 2005 — May 2007
Club Sales Manager
Increase company memberships 10% by acquiring personal clients during each employment term, performing managed tours of facility, and marketing to prospective members.
Compose, prescribe, ...
Apr 2001 — Aug 2006
Education
2008 — 2009
2004 — 2008
2000 — 2004
Occupations
Executive
Financial Director
Director
Chief Administrative Officer
Accountant
Finance and Accounting Specialist
Financial Officer
Financial Manager
Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Banking
Sales
Portfolio Management
Finance
Customer Service
Loans
Marketing
Investments
Microsoft Excel
Management
Wealth Management
Strategic Financial Planning
Credit
Estate Planning
Public Speaking
Team Building
Insurance
Analysis
Crm
Cash Management
Financial Analysis
Microsoft Office
Underwriting
Training
Small Business
Risk Management
Mutual Funds
Business Development
Retail Banking
Credit Analysis
Budgets
Event Planning
Fundraising
Sales Operations
Accounting
Commercial Lending
Retirement Planning
Commercial Insurance
Powerpoint
Microsoft Word
Investment Strategies
Succession Planning For Advisors
Investment Management
Asset Allocation Optimization
Financial Adviory Practice Integration
FAQs about Brandon Cumba
What is the profession of Brandon Cumba?
This professional's job is Chief Financial Officer and Director of Advisory Services
What are the main profession of Brandon?
These person's professions are Executive and Financial Director
Where does Brandon Cumba currently live?
Dallas, Texas is the place where Brandon Cumba lives
Where did Brandon Cumba work?
Brandon Cumba worked at Kpll Private Wealth, Inc., Strata Wealth Advisors, Llc.
Where has Brandon Cumba studied?
Brandon studied at the Henderson State University from 2008 to 2009.
Are there any industries Brandon Cumba is connected to?
This professional works in Financial Services industry.
What are the skills of Brandon Cumba?
This person has such skills as Banking, Sales, Portfolio Management, Finance, Customer Service, Loans, Marketing, Investments, Microsoft Excel, Management, and Wealth Management.