Brandon Tesar

Brandon Tesar Email and Phone Number

Director of Investment Operations and Financial Planning @ One Wealth
Los Angeles, CA, US
Brandon Tesar's Location
Los Angeles Metropolitan Area, United States
Brandon Tesar's Contact Details

Brandon Tesar personal email

About Brandon Tesar

/COMPLIANCE:2022-5201/

Brandon Tesar's Current Company Details
One Wealth

One Wealth

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Director of Investment Operations and Financial Planning
Los Angeles, CA, US
Employees:
16
Brandon Tesar Work Experience Details
  • One Wealth
    Director Of Investment Operations And Financial Planning
    One Wealth
    Los Angeles, Ca, Us
  • One Wealth Capital Management
    Director Of Investment Operations Financial Planning
    One Wealth Capital Management Apr 2016 - Present
    Los Angeles Metropolitan Area
    Investment Advisory Services offered through One Wealth Capital Management, LLC, an SEC Registered Investment Adviser. Insurance Solutions offered through One Wealth Management Financial & Insurance Services, Inc. Jeremy P. Dicker CA Insurance License #OB66981 and AZ Insurance License #1950387. Brandon Tesar CA Insurance License #0H62711 Registered Representative & Financial Advisor
  • Massmutual & Mml Investors Services
    Financial Advisor
    Massmutual & Mml Investors Services 2011 - Apr 2016
    Westlake Village, Ca
    I offer total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I offer a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
  • Self Employed - Entertainer / Artist
    Actor
    Self Employed - Entertainer / Artist 1996 - 2016
  • Tisch Medical, Inc
    Neuro/Spine Surgical Instrument Specialist
    Tisch Medical, Inc Jan 2009 - Feb 2012
    Compiled over half a million dollars in sales in my first full year on the job. I manageproduct lines from a dozen different companies, comprising thousands of instruments, solutions and containers, built (and continue to build) a territory base from scratch, prepared quotes and filled orders. I trained with Johnson and Johnson (Codman) at their corporate headquarters in Cincinnati under acclaimed surgeon/inventor Dr. John Bookwalter.
  • P.F. Chang'S China Bistro
    Bartender/Trainer
    P.F. Chang'S China Bistro Aug 2002 - Jan 2009
    Santa Monica, Ca
    Spent more than a decade in the restaurant and bar industry, most notably at PF Chang’s. Duties included interacting with guests, running the bar area, stocking liquor, wine and beer and all other matter of restaurant work. Additionally, I helped build a wine list of over 50 wines, rotated annually. Innovated new methods of running the bar, including pioneering a Wine Seminar held bi-monthly to help novice servers boost their wine knowledge, the first class of its kind in a Corporation with over 200 stores world-wide. Worked closely with Wine and Liquor Reps and contributed to ordering new products.
  • Outsider Inc.
    Freelance Assistant Editor
    Outsider Inc. Jan 2003 - Jun 2003
    Assembled Edits on Avid. Looping. Erasing tapes.

Brandon Tesar Skills

Management Leadership Finance Retirement Social Media Insurance Financial Services Disability Insurance Customer Service Social Networking

Brandon Tesar Education Details

  • New York University
    New York University
    Theatre, History, Psychology
  • New Trier High School
    New Trier High School
    General Studies
  • Kaplan Financial
    Kaplan Financial

Frequently Asked Questions about Brandon Tesar

What company does Brandon Tesar work for?

Brandon Tesar works for One Wealth

What is Brandon Tesar's role at the current company?

Brandon Tesar's current role is Director of Investment Operations and Financial Planning.

What is Brandon Tesar's email address?

Brandon Tesar's email address is br****@****ail.com

What schools did Brandon Tesar attend?

Brandon Tesar attended New York University, New Trier High School, Kaplan Financial.

What are some of Brandon Tesar's interests?

Brandon Tesar has interest in Oenophile, Live Music, Baseball, Digital Photography, Horticulture.

What skills is Brandon Tesar known for?

Brandon Tesar has skills like Management, Leadership, Finance, Retirement, Social Media, Insurance, Financial Services, Disability Insurance, Customer Service, Social Networking.

Who are Brandon Tesar's colleagues?

Brandon Tesar's colleagues are Marium S., Brandi Howell, Zane Dark, Renee Athey, Mike Watts, Ryan Cleary, Clu, Chfc, Aif, Gina Alarid.

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