Brandon Mull, CFA, CFP®

Vice President - Financial Planning and Private Client Services at Zhang Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Detroit Metropolitan Area
Skills

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Zhang Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President - Financial Planning and Private Client Services
      • Aug 2021 - Present
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Management Associate
      • Aug 2017 - Aug 2021

      Comprehensive portfolio and risk management for UHNW clients and institutions. Comprehensive portfolio and risk management for UHNW clients and institutions.

  • TransMarket Group, L.L.C.
    • Analyst
      • Sep 2014 - Jul 2017
  • First Trust
    • United States
    • Investment Management
    • 700 & Above Employee
    • Equity Analyst
      • Aug 2011 - Aug 2014
  • Paulson Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Associate
      • May 2009 - Jul 2011
    • Research & Strategy
      • Jun 2008 - May 2009
    • Wealth Management Intern
      • May 2006 - Aug 2006

Education

  • Wheaton College
    BA, Business/Economics
    2004 - 2008

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