Brandon Toro Email & Phone Number
@wealthfd.com
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Who is Brandon Toro? Overview
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Brandon Toro is listed as Associate Wealth Manager at WealthFD, a with 12 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at wealthfd.com and a matched LinkedIn profile for Brandon Toro.
Brandon Toro previously worked as Wealth Management Associate at Wealthfd and Wealth Management Intern at Wealthfd. Brandon Toro holds Bachelor Of Business Administration - Bba, Finance, General, Senior from Temple University.
Email format at WealthFD
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AeroLeads found 1 current-domain work email signal for Brandon Toro. Compare company email patterns before reaching out.
About Brandon Toro
As a finance and financial planning major at Temple University, I am passionate about learning and applying the principles and practices of wealth management. I have completed the Securities Industry Essentials (SIE) exam, the Bloomberg ESG certificate, and the eMoney certification, demonstrating my proficiency and interest in the field.I have gained valuable experience as a wealth management intern at TruStage, where I supported financial advisors in maintaining client relationships and performing portfolio analysis. I also collaborated with a cross-functional intern team to assess risk factors related to the Permanent Economic Underclass in the USA, proposing opportunities and mitigation steps for TruStage. Additionally, I have honed my communication, problem-solving, and leadership skills as a volunteer instructor at International Taekwon-Do Federation, where I instruct students of all ages and skill levels. I am eager to leverage my skills and knowledge to contribute to a finance based internship this summer.
Brandon Toro's current company
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Brandon Toro work experience
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Wealth Management Associate
Current
Wealth Management Intern
Volunteer Instructor
Current• Instruct proper form, technique, and safety measures to students of all ages and skill levels at a local Tae-Kwon-Do school serving 400+ active members• Collaborate with other instructors to coordinate and execute annual tournaments held by Red Tiger• Engage in quarterly instructor seminars to stay up to date with best practices and new insights about Tae-Kwon-Do
Consulting Analyst
Wealth Management Intern
• Support financial advisors in maintaining client relationships by participating in meetings and performing portfolio analysis on investment selections• Collaborate with a cross-functional intern team to assess risk factors related to the Permanent Economic Underclass in the USA, proposing opportunities and mitigation steps for TruStage
Customer Service Representative
• Delivered varying services to hundreds of customers daily in a fast-paced Wawa store environment• Utilized communication and problem-solving skills to resolve customer concerns in a timely and effective manner• Cooperated with management and co-workers to meet sales expectations and maintain high levels of customer satisfaction
Project Intern
• Co-developed ‘Food2You’, a project designed to connect food trucks to communities in need of affordable and healthy meals during the peak of the COVID-19 pandemic• Conducted preliminary research and organized key data points from neighboring communities utilizing Excel• Presented a scalable business model that leveraged market conditions to 15 potential partners through zoom meetings
Brandon Toro education
Bachelor Of Business Administration - Bba, Finance, General, Senior
Bachelor Of Arts - Ba, Graduated
Transformation Scholar Dual Enrollment Program
Frequently asked questions about Brandon Toro
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What company does Brandon Toro work for?
Brandon Toro works for WealthFD.
What is Brandon Toro's role at WealthFD?
Brandon Toro is listed as Associate Wealth Manager at WealthFD.
What is Brandon Toro's email address?
AeroLeads has found 1 work email signal at @wealthfd.com for Brandon Toro at WealthFD.
Where is Brandon Toro based?
Brandon Toro is based in Greater Philadelphia, United States while working with WealthFD.
What companies has Brandon Toro worked for?
Brandon Toro has worked for Wealthfd, International Taekwon-Do Federation, The Temple Consulting Club, Trustage, and Wawa, Inc..
How can I contact Brandon Toro?
You can use AeroLeads to view verified contact signals for Brandon Toro at WealthFD, including work email, phone, and LinkedIn data when available.
What schools did Brandon Toro attend?
Brandon Toro holds Bachelor Of Business Administration - Bba, Finance, General, Senior from Temple University.
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