Brandon Auger, Cfa, Mba

Brandon Auger, Cfa, Mba Email and Phone Number

SVP, Client Portfolio Manager and Director of Analytics at Cambridge Trust Company. I am a finance professional, entrepreneur and leader. INTJ. @ Cambridge Trust Company
Brandon Auger, Cfa, Mba's Location
Newburyport, Massachusetts, United States, United States
Brandon Auger, Cfa, Mba's Contact Details

Brandon Auger, Cfa, Mba personal email

Brandon Auger, Cfa, Mba phone numbers

About Brandon Auger, Cfa, Mba

Brandon Auger, Cfa, Mba is a SVP, Client Portfolio Manager and Director of Analytics at Cambridge Trust Company. I am a finance professional, entrepreneur and leader. INTJ. at Cambridge Trust Company. He possess expertise in financial analysis, process improvement, forecasting, kitchen cabinets, strategic planning and 4 more skills.

Brandon Auger, Cfa, Mba's Current Company Details
Cambridge Trust Company

Cambridge Trust Company

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SVP, Client Portfolio Manager and Director of Analytics at Cambridge Trust Company. I am a finance professional, entrepreneur and leader. INTJ.
Brandon Auger, Cfa, Mba Work Experience Details
  • Cambridge Trust Company
    Director Of Trading And Analytics
    Cambridge Trust Company Jan 2022 - Present
    Boston, Massachusetts, Us
    I manage a team of traders, reporting specialists and investment associates with the objective of improving the sophistication and capabilities of our investment operations and business processes.
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  • Cambridge Trust Company
    Client Portfolio Manager
    Cambridge Trust Company Aug 2018 - Present
    Boston, Massachusetts, Us
    I manage the portfolios and relationships of high-net-worth individuals, not-for-profits, endowments and other institutional accounts. I also contribute to our business development goals and myriad process improvement initiatives.
    View
  • On Belay Inc.
    Board Member
    On Belay Inc. Feb 2020 - Present
    Newmarket, New Hampshire, Us
    I serve on the Board of a local non-profit that organizes events and creates a tight-knit community for children whose families are affected by cancer.
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  • Self-Employed
    Small Business Owner
    Self-Employed Mar 2013 - Dec 2021
    Small business experience includes ownership of two franchise restaurants, an e-commerce company and an architectural millwork company (all sold).
  • Probuild
    Finance Lead
    Probuild Jul 2011 - Jul 2014
    Managed and analyzed the performance of a $530 million P&L, working with the SVP of Operations to achieve financial targets. Also conducted research and due diligence on market expansion initiatives, capital expenditures, and shifting market dynamics.
  • O'Brien Wealth Partners Llc
    Senior Research Analyst And Portfolio Manager
    O'Brien Wealth Partners Llc Jul 2007 - Jun 2011
    Waltham, Massachusetts, Us
    View
  • O'Brien Wealth Partners Llc
    Investment Analyst
    O'Brien Wealth Partners Llc May 2005 - Jul 2007
    Waltham, Massachusetts, Us
    View

Brandon Auger, Cfa, Mba Skills

Financial Analysis Process Improvement Forecasting Kitchen Cabinets Strategic Planning Strategy Cabinetry Operations Management Cabinet

Brandon Auger, Cfa, Mba Education Details

  • Purdue University Daniels School Of Business
    Purdue University Daniels School Of Business
    Business
  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst (Cfa) Designation
  • University Of Maine
    University Of Maine
    General
  • University Of Maine
    University Of Maine
    Business Administration

Frequently Asked Questions about Brandon Auger, Cfa, Mba

What company does Brandon Auger, Cfa, Mba work for?

Brandon Auger, Cfa, Mba works for Cambridge Trust Company

What is Brandon Auger, Cfa, Mba's role at the current company?

Brandon Auger, Cfa, Mba's current role is SVP, Client Portfolio Manager and Director of Analytics at Cambridge Trust Company. I am a finance professional, entrepreneur and leader. INTJ..

What is Brandon Auger, Cfa, Mba's email address?

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What is Brandon Auger, Cfa, Mba's direct phone number?

Brandon Auger, Cfa, Mba's direct phone number is +197899*****

What schools did Brandon Auger, Cfa, Mba attend?

Brandon Auger, Cfa, Mba attended Purdue University Daniels School Of Business, Cfa Institute, University Of Maine, University Of Maine.

What skills is Brandon Auger, Cfa, Mba known for?

Brandon Auger, Cfa, Mba has skills like Financial Analysis, Process Improvement, Forecasting, Kitchen Cabinets, Strategic Planning, Strategy, Cabinetry, Operations Management, Cabinet.

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