Brandon Roop
Senior Portfolio Manager and Vice President of Institutional Services
For over 12 years Brandon Roop worked in different jobs. Recently, this professional worked as a Senior Portfolio Manager and Vice President of Institutional Services in Donaldson Capital Management widening experience. Brandon Roop graduated from The College For Financial Planning in 2016 where the professional received all the knowledge and skills. Brandon has all necessary skills for his job, proven by the following certifications in Series 65, Certified Financial Planner™, and Series 65. Brandon Roop can speak Spanish. You can find this professional in Evansville, Indiana, where he lives nowadays. SoftwareOfficial has all the data you need to contact Brandon Roop, such as this expert's phone or email. Feel free to send us the request to get additional data.
Name variants:
Branden Roop,
Brand Roop,
Brandy Roop
Last updated Jul 04, 2024
Contact Information
Last Update
Feb 1, 2016
Email
br**@gmail.com, br**@dcmol.com
Location
Evansville, IN
Company
Workplace
Senior Portfolio Manager and Vice President of Institutional Services
Industry
Investment Management
Colleagues
Work History
Senior Portfolio Manager and Vice President of Institutional Services
20 northwest 1St St SUITE 500, Evansville, IN 47708
Donaldson Capital Management (DCM) is an independent, fee-only registered investment advisory firm. We were founded by Greg Donaldson in 1994. Headquartered in Evansville, Indiana, we manage...
Jul 1, 2013 — Oct 2017
Portfolio Manager
To support the Senior Portfolio Managers in the acquisition and management of AUM. This position prepares trades on individual and multiple account bases, and prepares financial and retirem...
from Oct 2010
Trader
Responsible for the management of members' and service customers’ natural gas portfolios, inclusive of hedging strategy development, commercial executions as well as assessing financial impa...
May 2010 — Oct 2010
Trader
4140 west 99Th St, Carmel, IN 46032
Responsible for the management of members' and service customers’ natural gas portfolios, inclusive of hedging strategy development, commercial executions as well as assessing financial impa...
May 2010 — Oct 2010
Physical Trader
Interfaces with financial natural gas trading and power trading desks.
Responsible for providing front-line leadership in the optimization of the physical natural gas requirements within me...
May 2008 — May 2010
Physical Trader
4140 west 99Th St, Carmel, IN 46032
Interfaces with financial natural gas trading and power trading desks. Responsible for providing front-line leadership in the optimization of the physical natural gas requirements within mem...
May 2008 — May 2010
Trading Analyst/Scheduler
Procured, scheduled, and managed gas supply and imbalances for member and customer natural gas portfolios.
Extensive knowledge and experience of Midwestern, Southeastern, and Eastern pipeli...
Jan 2007 — May 2008
Trading Analyst and Scheduler
4140 west 99Th St, Carmel, IN 46032
Procured, scheduled, and managed gas supply and imbalances for member and customer natural gas portfolios.
Extensive knowledge and experience of Midwestern, Southeastern, and Eastern pipel...
Jan 2007 — May 2008
Gas Associate
Gas Scheduling Associate
Performed natural gas scheduling functions on Canadian pipelines.
Associate
Received extensive classroom and on-the-job training by rotating through the following...
May 2006 — Jan 2007
Gas Associate
4140 west 99Th St, Carmel, IN 46032
Gas Scheduling Associate
Performed natural gas scheduling functions on Canadian pipelines.
Associate
Received extensive classroom and on-the-job training by rotating through the followin...
May 2006 — Jan 2007
Intern
and support personnel.
Performed technical analysis on model securities.
Maintained Excel models and spreadsheets.
Kept up-to-date referral pipeline report.
Ran new client propos...
May 2005 — Aug 2005
Education
2016 — 2016
2012 — 2012
2012 — 2012
2008 — 2011
2005 — 2005
2002 — 2006
1998 — 2002
1990 — 1992
Occupations
Financial Broker
Portfolio Manager
Managers
Trader
Investment Analyst
Financial Analyst
Capital Markets Professional
Financial Services Sales Agent
Skills
Valuation
Excel
Customer Relations
Securities
Technical Analysis
Customer Service
Hedging
Microsoft Excel
Trading
Personal Financial Planning
Retirement Income Strategies
Investment Management
Stock Market Analysis
Stock Picking
FAQs about Brandon Roop
What's the profession of Brandon Roop?
This professional's job is Senior Portfolio Manager and Vice President of Institutional Services
What are the profession of Brandon?
These person's professions are Financial Broker and Portfolio Manager
Where is Brandon Roop currently located?
The expert is located in Evansville, Indiana.
Does Brandon Roop have the email address?
br**@gmail.com and br**@dcmol.com is The expert's email address.
Where did Brandon Roop work?
The professional worked at Donaldson Capital Management, Donaldson Capital Management.
Does Brandon Roop have personal webpage or blog?
Brandon Roop`s website is http://www.donaldsoncapitalmanagement.com and http://www.themenonfire.com.
Where has Brandon Roop studied?
Brandon studied at the College For Financial Planning from 2016 to 2016.
What are the certifications of Brandon Roop?
Brandon received the following certifications: Series 65, Certified Financial Planner™, Series 65, Cfp Board, Finra, License Crd# 5905765, and License Crd# 5905765.