Brandon Zaro, Cws® Email & Phone Number
@dadco.com
LinkedIn matched
Who is Brandon Zaro, Cws®? Overview
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Brandon Zaro, Cws® is listed as Vice President - Financial Advisor at D.A. Davidson Companies, a with 1444 employees, based in Walla Walla, Washington, United States. AeroLeads shows a work email signal at dadco.com and a matched LinkedIn profile for Brandon Zaro, Cws®.
Brandon Zaro, Cws® previously worked as Associate Vice President - Financial Advisor at D.A. Davidson Companies and Financial Advisor at Raymond James Financial Services, Inc.. Brandon Zaro, Cws® holds Bachelor Of Arts (B.A.), Finance from Washington State University.
Email format at D.A. Davidson Companies
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AeroLeads found 1 current-domain work email signal for Brandon Zaro, Cws®. Compare company email patterns before reaching out.
About Brandon Zaro, Cws®
I work with clients to help them reach their financial goals through wealth management and retirement planning.
Listed skills include Wealth Management, Retirement Planning, Investments, Investment Advisory, and 6 others.
Brandon Zaro, Cws®'s current company
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Brandon Zaro, Cws® work experience
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Role listed
Associate Vice President - Financial Advisor
Financial Advisor
Compliance Associate
Performed daily trade reviews for mutual funds, sub-advised funds, and private accounts to check for significant discrepancies in execution prices. Ran monthly clone variance tests to uncover any major differences in individual account holdings versus the target model status. Executed quarterly performance reviews for analyst’s personal accounts and compared to the performance of the specific funds that those analyst manage. Various other projects as requested by the CCO.
Wrap Account Administrator
Established and maintained new accounts from various sponsors and facilitated transactions on existing fee-based accounts. Reconciled differences between Davis’s holdings records and the records of the brokerage firm. Developed working relationships with brokers and back-office personnel. Produced performance figures on a monthly and quarterly basis. Acted as a liaison between different internal departments such as marketing and trading.
Internship
Evaluated and implemented financial software packages. Produced performance reports for branch manager. Conducted research with regard to mutual fund companies, including meeting with external wholesalers.
Colleagues at D.A. Davidson Companies
Other employees you can reach at davidsoncompanies.com. View company contacts for 1444 employees →
Peter Stein
Colleague at D.A. Davidson CompaniesBoca Raton, Florida, United States
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David Pollock
Colleague at D.A. Davidson CompaniesBend, Oregon, United States
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Jason Purpura
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
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Daniel Shull
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
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Ethan Zwickey
Colleague at D.A. Davidson CompaniesUnited States
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Dane Vowell
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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Michael Augustine
Colleague at D.A. Davidson CompaniesBozeman, Montana, United States
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Kent Francis
Colleague at D.A. Davidson CompaniesMedford, Oregon, United States
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Lexie Bass, Cws®
Colleague at D.A. Davidson CompaniesHelena, Montana, United States
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Holly Leonard
Colleague at D.A. Davidson CompaniesPortland, Oregon, United States
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Brandon Zaro, Cws® education
Frequently asked questions about Brandon Zaro, Cws®
Quick answers generated from the profile data available on this page.
What company does Brandon Zaro, Cws® work for?
Brandon Zaro, Cws® works for D.A. Davidson Companies.
What is Brandon Zaro, Cws®'s role at D.A. Davidson Companies?
Brandon Zaro, Cws® is listed as Vice President - Financial Advisor at D.A. Davidson Companies.
What is Brandon Zaro, Cws®'s email address?
AeroLeads has found 1 work email signal at @dadco.com for Brandon Zaro, Cws® at D.A. Davidson Companies.
Where is Brandon Zaro, Cws® based?
Brandon Zaro, Cws® is based in Walla Walla, Washington, United States while working with D.A. Davidson Companies.
What companies has Brandon Zaro, Cws® worked for?
Brandon Zaro, Cws® has worked for D.A. Davidson Companies, Raymond James Financial Services, Inc., and Davis Selected Advisers.
Who are Brandon Zaro, Cws®'s colleagues at D.A. Davidson Companies?
Brandon Zaro, Cws®'s colleagues at D.A. Davidson Companies include Peter Stein, David Pollock, Jason Purpura, Daniel Shull, and Ethan Zwickey.
How can I contact Brandon Zaro, Cws®?
You can use AeroLeads to view verified contact signals for Brandon Zaro, Cws® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.
What schools did Brandon Zaro, Cws® attend?
Brandon Zaro, Cws® holds Bachelor Of Arts (B.A.), Finance from Washington State University.
What skills is Brandon Zaro, Cws® known for?
Brandon Zaro, Cws® is listed with skills including Wealth Management, Retirement Planning, Investments, Investment Advisory, Alternative Investments, Financial Planning, Series 7, and Series 66.
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