Brandon Zaro, Cws® Email & Phone Number
@dadco.com
LinkedIn matched
Who is Brandon Zaro, Cws®? Overview
A concise factual answer block for searchers comparing this professional profile.
Brandon Zaro, Cws® is listed as Associate Vice President, Financial Advisor at D.A. Davidson & Co. at D.A. Davidson Companies, a company 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
This section adds company-level context without repeating Brandon Zaro, Cws®'s masked contact details.
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
Company context helps verify the profile and gives searchers a useful next step.
Brandon Zaro, Cws® work experience
A career timeline built from the work history available for this profile.
Associate Vice President - Financial Advisor
CurrentFinancial 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.
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.
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 →
Megan Phillips
Colleague at D.A. Davidson Companies
Minden, Nevada, United States, United States
View →
JO
Jane Oman
Colleague at D.A. Davidson Companies
Lincoln, Nebraska, United States, United States
View →
DW
Deryck Woods Ii
Colleague at D.A. Davidson Companies
San Antonio, Texas, United States, United States
View →
MC
Michael Creamer, Cfa®, Cpwa®
Colleague at D.A. Davidson Companies
Blacksburg, Virginia, United States, United States
View →
GT
Greg Thornton
Colleague at D.A. Davidson Companies
Salt Lake City, Utah, United States, United States
View →
RM
Rob Moore
Colleague at D.A. Davidson Companies
Seattle, Washington, United States, United States
View →
KJ
Kyle Johnson
Colleague at D.A. Davidson Companies
Portland, Oregon Metropolitan Area, United States
View →
AK
Auriana Kent
Colleague at D.A. Davidson Companies
Helena, Montana, United States, United States
View →
BM
Bill Morris
Colleague at D.A. Davidson Companies
Greater Chicago Area, United States
View →
EL
Edward Losty
Colleague at D.A. Davidson Companies
Denver, Colorado, United States, United States
View →
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 Associate Vice President, Financial Advisor at D.A. Davidson & Co. 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 Megan Phillips, Jane Oman, Deryck Woods Ii, Michael Creamer, Cfa®, Cpwa®, and Greg Thornton.
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.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial