Brett Flodder, Cfa

Brett Flodder, Cfa Email and Phone Number

Managing Director Investment Strategies @ Flodder Financial Group
Katy, Texas
Brett Flodder, Cfa's Location
Katy, Texas, United States, United States
About Brett Flodder, Cfa

I lead development of: ● Global economic analysis ● Portfolio design and real time evaluation ● Security selectionI work directly with clients on strategy implementation and am a CFA® Charterholder. Prior to earning an MBA from the Harvard Business School, I worked as a restructuring consultant for FTI Consulting. At FTI, I advised executives in navigating the complex challenges created by the 2008-2010 recession. After Harvard, I joined McKinsey & Co., advising executives from the Fortune 100® on strategy and operations, focusing primarily on the financial industry.

Brett Flodder, Cfa's Current Company Details
Flodder Financial Group

Flodder Financial Group

View
Managing Director Investment Strategies
Katy, Texas
Website:
flodderfinancial.com
Employees:
9
Brett Flodder, Cfa Work Experience Details
  • Flodder Financial Group
    Managing Director Investment Strategies
    Flodder Financial Group
    Katy, Tx, Us
    View

Brett Flodder, Cfa Skills

Tax Efficient Distribution Strategies Financial Consulting Financial Strategies Insurance Strategies Executive Benefits Planning Business Succession Strategies Retirement Planning Financial Planning Tax Deferred Investment Planning Investment Services Iras Income Strategies Financial Advisory Services Financial Professional Finance Wealth Management Strategies Financial Services Retirement Planning Strategies Wealth Management 401k Distribution Planning Risk Management Long Term Care Planning Strategies College Planning Strategies 401ks Investment Advisory Services Financial Analysis Rollover Strategies Investment Planning Wealth Preservation Strategies Insurance Planning Financial Management Ira Distribution Planning Tax Efficient Investing Strategies Estate Planning Strategies Employee Benefit Strategies Investment Management Asset Allocation Strategies

Brett Flodder, Cfa Education Details

Frequently Asked Questions about Brett Flodder, Cfa

What company does Brett Flodder, Cfa work for?

Brett Flodder, Cfa works for Flodder Financial Group

What is Brett Flodder, Cfa's role at the current company?

Brett Flodder, Cfa's current role is Managing Director Investment Strategies.

What schools did Brett Flodder, Cfa attend?

Brett Flodder, Cfa attended Harvard Business School, Texas Christian University.

What skills is Brett Flodder, Cfa known for?

Brett Flodder, Cfa has skills like Tax Efficient Distribution Strategies, Financial Consulting, Financial Strategies, Insurance Strategies, Executive Benefits Planning, Business Succession Strategies, Retirement Planning, Financial Planning, Tax Deferred Investment Planning, Investment Services, Iras, Income Strategies.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.