AeroLeads people directory · profile
Brandon List, Mba Email & Phone Number
Client Success Manager
at
Advyzon
1 work email found
@advyzon.com
1 phone found area 919
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Success Manager
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Who is Brandon List, Mba? Overview
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Quick answer
Brandon List, Mba is listed as Client Success Manager at Advyzon, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at advyzon.com, phone signal with area code 919, and a matched LinkedIn profile for Brandon List, Mba.
Brandon List, Mba previously worked as Portfolio Services Associate at Envestnet | Tamarac and Portfolio Services Associate at Charles Schwab. Brandon List, Mba holds Master Of Business Administration - Mba from University Of Arizona Global Campus.
Company email context
Email format at Advyzon
This section adds company-level context without repeating Brandon List, Mba's masked contact details.
*@advyzon.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brandon List, Mba. Compare company email patterns before reaching out.
Profile bio
About Brandon List, Mba
After a successful career as a high school English teacher and Registered Representative, I am now working with Advyzon assisting Registered Investment Advisors with client services and portfolio management software to optimize their business practices.
Listed skills include Public Speaking, Educational Leadership, Teaching, Educational Technology, and 25 others.
Current workplace
Brandon List, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 17 years
Brandon List, Mba work experience
A career timeline built from the work history available for this profile.
Client Success Manager
Current
Jan 2023 - Present
Portfolio Services Associate
Envestnet | Tamarac
Apr 2019 - Feb 2023
Portfolio Services Associate
Personal comments or opinions on this site are my own and do not represent in any way Charles Schwab’s (including its member companies) positions, strategies, or opinions.
Jun 2017 - Apr 2019
Registered Representative
I assisted individuals, families, and small businesses with insurance, retirement planning, and investments.
Nov 2015 - Jun 2017
Teacher
North Carolina Public Schools
British Literature, American Literature, grammar, writing skills, public speaking, expository/persuasive writing, critical thinking, close reading, and historical context.
Aug 2004 - Jun 2015
Lifeguard
2009 - 2015
~6 yrs
3 education records
Brandon List, Mba education
Master Of Business Administration - Mba
Bachelor Of Arts (B.A.), English/Language Arts Teacher Education
English, Secondary Education
North Carolina State University
FAQ
Frequently asked questions about Brandon List, Mba
Quick answers generated from the profile data available on this page.
What company does Brandon List, Mba work for?
Brandon List, Mba works for Advyzon.
What is Brandon List, Mba's role at Advyzon?
Brandon List, Mba is listed as Client Success Manager at Advyzon.
What is Brandon List, Mba's email address?
AeroLeads has found 1 work email signal at @advyzon.com for Brandon List, Mba at Advyzon.
What is Brandon List, Mba's phone number?
AeroLeads has found 1 phone signal(s) with area code 919 for Brandon List, Mba at Advyzon.
Where is Brandon List, Mba based?
Brandon List, Mba is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Advyzon.
What companies has Brandon List, Mba worked for?
Brandon List, Mba has worked for Advyzon, Envestnet | Tamarac, Charles Schwab, Western & Southern Financial Group, and North Carolina Public Schools.
How can I contact Brandon List, Mba?
You can use AeroLeads to view verified contact signals for Brandon List, Mba at Advyzon, including work email, phone, and LinkedIn data when available.
What schools did Brandon List, Mba attend?
Brandon List, Mba holds Master Of Business Administration - Mba from University Of Arizona Global Campus.
What skills is Brandon List, Mba known for?
Brandon List, Mba is listed with skills including Public Speaking, Educational Leadership, Teaching, Educational Technology, Instructional Technology, Leadership Development, Fundraising, and Nonprofits.
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