Chief Compliance Officer
Current
Sep 2024 - Present
AeroLeads people directory · profile
Brandon Watson Email & Phone Number
Chief Compliance Officer at Goelzer Investment Management
at
Goelzer Investment Management
1 work email found
@valeofinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Compliance Officer at Goelzer Investment Management
Location
Greater Indianapolis, United States, United States
Company size
Who is Brandon Watson? Overview
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Quick answer
Brandon Watson is listed as Chief Compliance Officer at Goelzer Investment Management at Goelzer Investment Management, a company with 27 employees, based in Greater Indianapolis, United States, United States. AeroLeads shows a work email signal at valeofinancial.com and a matched LinkedIn profile for Brandon Watson.
Brandon Watson previously worked as Chief Compliance Officer at Goelzer Investment Management and Risk & Compliance Director at Valeo Financial Advisors Llc. Brandon Watson holds Diploma, Journalism from Ben Davis Highschool.
Company email context
Email format at Goelzer Investment Management
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{first_initial}{last}@valeofinancial.com
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AeroLeads found 1 current-domain work email signal for Brandon Watson. Compare company email patterns before reaching out.
Profile bio
About Brandon Watson
Brandon Watson is a Chief Compliance Officer at Goelzer Investment Management at Goelzer Investment Management. He possess expertise in managerial, b2b ecommerce, internet, commercial insurance, insurance claims and 45 more skills. Colleagues describe him as "Brandon pays attention to all the details and always was very pro-active about promoting new products from his division in an effort to increase sales. His follow-through also was excellent, always devising new ideas." and "Brandon Watson was my direct supervisor in my days at IMS in their Retail Mail Order Department. He is goal oriented and driven. I learned much about business and developed as an employee under his leadership."
Listed skills include Managerial, B2B Ecommerce, Internet, Commercial Insurance, and 46 others.
Current workplace
Brandon Watson's current company
Company context helps verify the profile and gives searchers a useful next step.
Goelzer Investment Management
10 roles
Brandon Watson work experience
A career timeline built from the work history available for this profile.
Risk & Compliance Director
Jun 2022 - Aug 2024
Compliance And Custodian Operations Manager
Wallington Asset Management
Manage Compliance Operations, Client Services, and Financial Custodians in partnership with the firm.
Dec 2019 - Jun 2022
Team Lead | Advisor Assistant
Team Lead in Financial Operations and Assistant Planner
Sep 2017 - Dec 2019
Associate | Estates Solutions & Distributions
Settle, distribute, and research account assets for beneficiaries and owners. Guidance for solving estate issues including IRA distribution, brokerage, trust, corporate and bank accounts. Problem solving for distribution solutions. Assist Customers with Navigation of Financial Web site Tools and Account Changes. Manifest account retention.
May 2013 - Sep 2017
Client Service & Support Operations Professional For Retirement/Estates
Assist Internal/External Clients With Questions in Regards to their Schwab Retirement Accounts & Applications. Assess & Resolve Client Issues that Relate to Retirement, Trust, & Estates. Assist Customers with Navigation of Financial Web site Tools and Account Changes.
Nov 2012 - May 2013
Insurance Agent & Office Manager
State-licensed professional who sells and services protection of assets in Property, Casualty, Life, and Health. Marketing, Client Retention, and all office leadership duties including accounts receivable regarding American Family Insurance Office.
Jan 2012 - Nov 2012
Ecommerce/Distribution Manager
Managed distribution of retail goods along with managing call center, online gift shop, and souvenir catalogs for the Indianapolis Motor Speedway. Directed Social Media and eCommerce marketing programs for souvenir sales. Planned logistics of retail merchandise for event distribution.
Nov 2007 - Nov 2011
Licensed Office Manager
All essential office management duties including accounts receivable & Property/Casualty/Life/Health Sales.
Oct 2004 - Nov 2007
Business Development
Purofirst Disaster Response
Business Development, Marketing, Event Planning
Jul 2001 - Oct 2004
Team & coworkers
Colleagues at Goelzer Investment Management
Other employees you can reach at goelzerinc.com. View company contacts for 27 employees →
GG
Greg Goelzer
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
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AM
Angela Morphew
Colleague at Goelzer Investment ManagementGreater Indianapolis, United States
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SG
Suzy Goelzer
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
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AD
Aimee Deveau
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
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DS
David S. Alexander Cfp®️ Chfc®️
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
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LF
Leanne Fishel
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
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SO
Sara Omohundro, Cfa
Colleague at Goelzer Investment ManagementGreater Indianapolis, United States
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SB
Scott Breske
Colleague at Goelzer Investment ManagementCarmel, Indiana, United States, United States
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GS
Gavin Stephens, Cfa
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
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DR
Debra Rynerson
Colleague at Goelzer Investment ManagementFranklin, Indiana, United States, United States
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Greg Goelzer
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
View →
AM
Angela Morphew
Colleague at Goelzer Investment ManagementGreater Indianapolis, United States
View →
SG
Suzy Goelzer
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
View →
AD
Aimee Deveau
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
View →
DS
David S. Alexander Cfp®️ Chfc®️
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
View →
LF
Leanne Fishel
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
View →
SO
Sara Omohundro, Cfa
Colleague at Goelzer Investment ManagementGreater Indianapolis, United States
View →
SB
Scott Breske
Colleague at Goelzer Investment ManagementCarmel, Indiana, United States, United States
View →
GS
Gavin Stephens, Cfa
Colleague at Goelzer Investment ManagementIndianapolis, Indiana, United States, United States
View →
DR
Debra Rynerson
Colleague at Goelzer Investment ManagementFranklin, Indiana, United States, United States
View →
1 education record
Brandon Watson education
-
Ben Davis Highschool
FAQ
Frequently asked questions about Brandon Watson
Quick answers generated from the profile data available on this page.
What company does Brandon Watson work for?
Brandon Watson works for Goelzer Investment Management.
What is Brandon Watson's role at Goelzer Investment Management?
Brandon Watson is listed as Chief Compliance Officer at Goelzer Investment Management at Goelzer Investment Management.
What is Brandon Watson's email address?
AeroLeads has found 1 work email signal at @valeofinancial.com for Brandon Watson at Goelzer Investment Management.
Where is Brandon Watson based?
Brandon Watson is based in Greater Indianapolis, United States, United States while working with Goelzer Investment Management.
What companies has Brandon Watson worked for?
Brandon Watson has worked for Goelzer Investment Management, Valeo Financial Advisors Llc, Wallington Asset Management, Circle Financial Planning, Inc., and Charles Schwab.
Who are Brandon Watson's colleagues at Goelzer Investment Management?
Brandon Watson's colleagues at Goelzer Investment Management include Greg Goelzer, Angela Morphew, Suzy Goelzer, Aimee Deveau, and David S. Alexander Cfp®️ Chfc®️.
How can I contact Brandon Watson?
You can use AeroLeads to view verified contact signals for Brandon Watson at Goelzer Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Brandon Watson attend?
Brandon Watson holds Diploma, Journalism from Ben Davis Highschool.
What skills is Brandon Watson known for?
Brandon Watson is listed with skills including Managerial, B2B Ecommerce, Internet, Commercial Insurance, Insurance Claims, Property And Casualty Insurance, Life Insurance, and Online Marketing.
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