Investment Operations Analyst
Brandon recently joined IPL as the Investment Operations Analyst. In this role, he leads investment research efforts and supports the firm’s operations by overseeing the valuation process.
Brandon brings a strong background in finance, having previously worked as a Financial Advisor at Morgan Stanley. Before beginning his career in financial services, he served four years in the United States Marine Corps.
Financial Services Experience:
- Morgan Stanley, 2023-2025
- Vanguard, 2022-2023
Education:
- FINRA, Series 7
- FINRA, Series 63
- FINRA, Series 66
- Bachelor of Science in Sociology, Arizona State University
480-530-0953 | email
