Brendan Freeman

Brendan Freeman Email and Phone Number

United States
Brendan Freeman's Location
United States, United States
Brendan Freeman's Contact Details
About Brendan Freeman

Brendan Freeman is a Partner at Cauble & Harre Wealth Management. He possess expertise in wealth management, private banking, banking, financial services, finance and 38 more skills. Colleagues describe him as "An dedicated leader with a true passion for coaching and delivering on the highest level of Client Experience. Brendan leads by example in life and at work and is one of the few that i’ve known that is successful at both. " and "Brendan has been leader, coach and manager for me while with Regions Bank. I model my approach to leadership after his - leading by example with uncompromising integrity, placing the client’s interests at the forefront of every conversation. Brendan is a fierce advocate for ensuring his team has the resources and alignment needed to perform at their highest level. His questions and feedback have made a mark on my personal growth as a leader and on the results of my team. I am grateful for having had the opportunity to serve under his leadership. "

Brendan Freeman's Current Company Details
Cauble & Harre Wealth Management

Cauble & Harre Wealth Management

View
Partner
United States
Employees:
314
Brendan Freeman Work Experience Details
  • Cauble & Harre Wealth Management
    Partner
    Cauble & Harre Wealth Management
    United States
  • First Business Bank
    President - Private Wealth
    First Business Bank Oct 2018 - Present
    Madison, Wisconsin

Brendan Freeman Skills

Wealth Management Private Banking Banking Financial Services Finance Investments Portfolio Management Estate Planning Loans Commercial Lending Financial Analysis Investment Management Asset Management Investment Advisory Asset Allocation Risk Management Retirement Planning Strategic Financial Planning Financial Planning Strategy Sales Management Credit Analysis Insurance Coaching Financial Advisory Mortgage Lending Commercial Mortgages Small Business Lending Wealth Cash Management Retail Banking Equities Long Distance Running Series 7 Wealth Management Services Loan Origination Securities Mergers And Acquisitions Private Equity Treasury Management Collaboration Lines Of Credit Partnering

Frequently Asked Questions about Brendan Freeman

What company does Brendan Freeman work for?

Brendan Freeman works for Cauble & Harre Wealth Management

What is Brendan Freeman's role at the current company?

Brendan Freeman's current role is Partner.

What is Brendan Freeman's email address?

Brendan Freeman's email address is br****@****ail.com

What is Brendan Freeman's direct phone number?

Brendan Freeman's direct phone number is +131444*****

What skills is Brendan Freeman known for?

Brendan Freeman has skills like Wealth Management, Private Banking, Banking, Financial Services, Finance, Investments, Portfolio Management, Estate Planning, Loans, Commercial Lending, Financial Analysis, Investment Management.

Who are Brendan Freeman's colleagues?

Brendan Freeman's colleagues are Chris Doering, Alexander Moss, Alexander Jump, Jill Thomas, Amy Svoboda, Trisha Peterson, Heidi Bruns.

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