Brandon Dant, CIMA®
Portfolio & Data Analytics Associate
Writing that Brandon is ambitious is an understatement. He is fascinated by the financial world and wants to learn everything about it. This eagerness is evident by his recent designation of the Certified Investment Management Analyst® certification (CIMA), administered by the Investments & Wealth Institute. In the past, he achieved his Series 7, Series 66 and Series 9, all while working for an investment firm as a Registered Client Service Center Associate.
While achieving his Bachelor of Science in Business Administration in Accountancy (BSBA) at the University of Louisville in 2016, he completed an internship with a senior living facility, which led to a full-time position of Corporate Staff Accountant for the company. He began his career in 2015 as an intern with a regional accounting firm while attending college.
Brandon is a registered investment representative with the SEC under the Investment Advisory Act of 1940.
Favorite quote: “A dream without a goal is only a wish. But, a plan to fulfill a dream sets a goal.”
Little known fact: He has a collection of almost 500 DVD movies.