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Brandon Seeto Email & Phone Number

Associate, Client Advisor Services at SCS Financial at SCS Financial

Location: Milton, Massachusetts, United States 5 work roles 3 schools

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3 data sources Profile completeness 86%

Current company

SCS Financial

Role

Associate, Client Advisor Services at SCS Financial

Location

Milton, Massachusetts, United States

Company size

117 employees

Who is Brandon Seeto? Overview

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Quick answer

Brandon Seeto is listed as Associate, Client Advisor Services at SCS Financial at SCS Financial, a company with 117 employees, based in Milton, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Brandon Seeto.

Brandon Seeto previously worked as Associate, Client Advisor Services at Scs Financial and Vice President of Finance at Sigma Phi Epsilon (Official). Brandon Seeto holds Bachelor Of Business Administration - Bba, Finance, General from Isenberg School Of Management, Umass Amherst.

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Email format at SCS Financial

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SCS Financial

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Profile bio

About Brandon Seeto

I am a recent graduate with a demonstrated history of skills in leadership, problem solving, and finance. Bachelor of Finance and Economics degree at the Isenberg School of Management, UMass Amherst.

Current workplace

Brandon Seeto's current company

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Scs Financial

Associate, Client Advisor Services at SCS Financial

boston, massachusetts, united states

Website

scsfinancial.com

Employees

117

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Company profile

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5 roles

Brandon Seeto work experience

A career timeline built from the work history available for this profile.

Associate, Client Advisor Services

Current

Scs Financial

Boston, Massachusetts, United States

Nov 2024 - Present

Vice President Of Finance

Sigma Phi Epsilon (Official)

Amherst, Massachusetts, United States

As the Vice President of Finance, I am the chief financial officer for SigEp's Massachusetts Alpha chapter, and I am tasked with managing all aspects of the organization's financial dealings. This includes budgeting, dues collection, paying chapter invoices, financial reporting, and accounting. I also attend weekly executive board meetings in which we.

Dec 2022 - Dec 2023

Wealth Management Intern

Lyc Financial Group

Westwood, Massachusetts, United States

Produced investment portfolio reports for client accounts using WealthScape & Fidelity Advisor Funds
Assessed asset allocation data using Morningstar Workstation to compare against benchmark portfolio
Performed bookkeeping and tax preparation tasks for over 45 client accounts

Jun 2023 - Aug 2023

Accounting Intern

Lyc Financial Group

Westwood, Massachusetts, United States

Performed bookkeeping for over 60 client accounts using Peachtree and QuickBooks accounting software, ensuring that all accounts were accurate and up to date
Created and analyzed financial statements, performing necessary year-end adjusting journal entries
Produced Excel worksheets such as cash receipts journals, credit card expense reports, and payroll journals
Prepared and audited over 15 tax returns for individuals and small to medium sized corporations

Jun 2022 - Aug 2022

Camp Counselor

Thayer Academy

Braintree, Massachusetts, United States

During the summers of 2018, 2019, and 2021, I collaborated with a team of counselors to organize daily activities ranging from arts & crafts to sports for elementary school aged campers. I ensured camp policies were enforced and that campers were safe and maintained an energetic and positive demeanor when interacting with campers, parents, and fellow staff.

Jun 2018 - Aug 2021

Team & coworkers

Colleagues at SCS Financial

Other employees you can reach at scsfinancial.com. View company contacts for 117 employees →

RE

Ryan Ederle, Cfp® Colleague at Scs Financial West Palm Beach, Florida, United States, United States View → BH

Barrett Holden Colleague at Scs Financial Boston, Massachusetts, United States, United States View → JR

Jeremy Ragus Colleague at Scs Financial Boston, Massachusetts, United States, United States View → LR

Lexi Revilla Colleague at Scs Financial Boston, Massachusetts, United States, United States View → MP

Max Papile Colleague at Scs Financial Boston, Massachusetts, United States, United States View → PS

Paul Scleparis, Cfa Colleague at Scs Financial Boston, Massachusetts, United States, United States View → AD

Andrew Duval Colleague at Scs Financial Boston, Massachusetts, United States, United States View → JJ

J'Vari James Colleague at Scs Financial Somerville, Massachusetts, United States, United States View → TA

Tony Abbiati Colleague at Scs Financial Waban, Massachusetts, United States, United States View → MA

Mostafa Abdelraziek Galal Colleague at Scs Financial United Arab Emirates, United Arab Emirates View →

3 education records

Brandon Seeto education

Bachelor Of Business Administration - Bba, Finance, General

Isenberg School Of Management, Umass Amherst

Activities and Societies: Sigma Phi Epsilon Fraternity, Real Estate Club, Asian American Student Association, Intramural Basketball Member.

Bachelor Of Arts - Ba, Economics

University Of Massachusetts Amherst

Education record

Milton High School

Activities and Societies: National Honors Society, School Newspaper, Treasurer of Asian Culture Club

FAQ

Frequently asked questions about Brandon Seeto

Quick answers generated from the profile data available on this page.

What company does Brandon Seeto work for?

Brandon Seeto works for SCS Financial.

What is Brandon Seeto's role at SCS Financial?

Brandon Seeto is listed as Associate, Client Advisor Services at SCS Financial at SCS Financial.

Where is Brandon Seeto based?

Brandon Seeto is based in Milton, Massachusetts, United States while working with SCS Financial.

What companies has Brandon Seeto worked for?

Brandon Seeto has worked for Scs Financial, Sigma Phi Epsilon (Official), Lyc Financial Group, and Thayer Academy.

Who are Brandon Seeto's colleagues at SCS Financial?

Brandon Seeto's colleagues at SCS Financial include Ryan Ederle, Cfp®, Barrett Holden, Jeremy Ragus, Lexi Revilla, and Max Papile.

How can I contact Brandon Seeto?

You can use AeroLeads to view verified contact signals for Brandon Seeto at SCS Financial, including work email, phone, and LinkedIn data when available.

What schools did Brandon Seeto attend?

Brandon Seeto holds Bachelor Of Business Administration - Bba, Finance, General from Isenberg School Of Management, Umass Amherst.

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