Jeffrey Brandon is a eficient expert, who works in Equitize Usa as a Advisor since 2020. Jeffrey Brandon has earned professional experience in more than ten positions at various companies. Jeffrey Brandon went to the Wright State University and received education from 1962 to 1966. Buckeye, Arizona is the city, where this professional was known to be situated. The professional's email address and phone number are easily accessed through this website by request.
Name variants:
Jeffery Brandon,
Geoffrey Brandon,
Jeff Brandon
Last updated May 24, 2024
Contact Information
Last Update
Jul 7, 2022
Email
je**@jbrandonconsulting.com
Location
Buckeye, AZ
Company
Equitize Usa
Workplace
Advisor
Work History
Board Member
Syndicate Path brings the power of crowdfunding to commercial real estate brokers across the United States. We are a one-stop, full-service, turnkey crowdfunding consultancy. We provide a fu...
from May 2017
Co-Founder and Managing Member
We provide high quality due diligence investigations of private placement and private equity securities offerings. We investigate the people, the contracts, the balance sheet, the business a...
from Jan 2015
Marketing Representative
Series 7 registered marketing mutual funds to institutional and Broker/Dealer clients.
Sep 2010 — Oct 2011
Owner
FINRA Securities / Arbitration Consultant including Expert testimony to the securities industry and retail/institutional clients. Expert testimony given in over twenty-five (25) FINRA arbitr...
from Jun 2010
Executive Vice President
Tasked with providing leadership to and developing institutional sales. Directed the daily activity of the Broker/Dealer firm. Oversaw the firm s securities operations as well as the complia...
Dec 2007 — Jun 2008
Managing Director
Scottsdale, AZ
Hired to raise capital, start up a Broker/Dealer firm, recruit personnel, and manage branch operations. Managed relationships with the National Financial Services (NFS) teams. Tasked to lead...
May 2006 — Dec 2007
Vice President
1000 Wilshire Blvd, Los Angeles, CA 90017
Promoted from branch manager to corporate vice president, serving as the executive services firm
s contact for derivative transactions. Was a member of the Technology Committee.
As manage...
Mar 1999 — Feb 2006
Group Vice President
Served in progressively more responsible roles, from group vice president, and branch group/unit head vice president to most recent role. Started and directed the Corporate Executive Service...
1979 — 1998
Vice President
Registered Representative and then Marketing VP
Jan 1969 — Mar 1979
Education
1962 — 1966
1958 — 1962
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Executive
Board Member
Real Estate Broker
Licensed Real Estate Broker
Sales Specialist
Buyer
Agent
Accounting Bookkeeper
Bookkeeper
Management Team Executive
Operations Manager
Property Manager
Real Estate Manager
Buyer and Seller
Sales Representative
Skills
Finance
Due Diligence
Mutual Funds
Investments
Series 7
Management
Financial Advisory
Series 63
Start Ups
Retirement Planning
Leadership
Retirement
Portfolio Management
Investment Management
Entrepreneurship
Investment Advisory
Strategic Planning
Finra
Small Business
Financial Services
Contract Negotiation
Insurance
Asset Management
Alternative Investments
Mergers and Acquisitions
Wealth Management
Fixed Annuities
Project Management
Expert Witness Services
Sales Management
Market Analysis
Series 65
Strategic Financial Planning
Estate Planning
Investment Strategies
Wealth
Finra Arbitration Consultant
Cash Management
Operations Management
Microsoft Office
P&L Responsibility
Expert Witness
Series 3
Series 4
Series 8
Series 24
Series 53
Executive Management
Iras
Asset Allocation
FAQs about Jeffrey Brandon
What is the main profession of Jeffrey Brandon?
This professional's job is Advisor
What jobs is Jeffrey Brandon proficient at at?
Jeffrey Brandon is proficient at such jobs as Advisor.
Where does Jeffrey Brandon currently live?
Buckeye, Arizona is the place where Jeffrey Brandon currently lives
What is Jeffrey Brandon's email?
Jeffrey Brandon's email is je**@jbrandonconsulting.com.
How many companies did Jeffrey Brandon work at?
Jeffrey Brandon worked at ten jobs.
Where has Jeffrey Brandon studied?
Jeffrey studied at the Wright State University from 1962 to 1966.
What is the industry that Jeffrey Brandon worked in?
This person works in Financial Services industry.
Are there any skills, that Jeffrey Brandon has?
This person has skills in the following areas: Finance, Due Diligence, Mutual Funds, Investments, Series 7, Management, Financial Advisory, Series 63, Start Ups, Retirement Planning, Leadership, and Retirement.