Customer Experience Officer
Current
Simple Success
Jan 2021 - Present
AeroLeads people directory · profile
John Brandy Email & Phone Number
Customer Experience Officer at Simple Success
at
Simple Success
14 phones found
area 425, 513, 360, and 937
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Simple Success
Role
Customer Experience Officer at Simple Success
Location
Greater Sacramento, United States
Who is John Brandy? Overview
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Quick answer
John Brandy is listed as Customer Experience Officer at Simple Success at Simple Success, based in Greater Sacramento, United States. AeroLeads shows phone signal with area code 425, 513, 360, 937 and a matched LinkedIn profile for John Brandy.
John Brandy previously worked as Customer Experience Officer at Simple Success and Registry Instructor at Heartland Institute Of Financial Education. John Brandy holds Communication And Media Studies from Ohio University.
Profile bio
About John Brandy
Knowledge is a Big Step Towards Multiple Incomes - Simple Success is a new breed of financial services company. It is fun, and it actually evolves. It is affordable, unlike any broker, adviser or planner. It is experienced and human, unlike most of the web apps springing up out there. · I have been consulting on money matters for over 16 years, first at Edward Jones, then with a private wealth management firm, and now here at my own company! I have a sharpened financial perception from a broad range of financial experiences across Audio, Video, the US Air Force and Microsoft.· It led me to thinking about questions people have asked me. I heard a lot of confusion around financial freedom, things like, who to trust, should I pay fees, what about real estate and what's a BitCoin?· I've dedicated myself to helping people answer those kinds of questions, so they can achieve their goals.· I teach basic investing, self-directed IRAs, alternatives like solar projects, crowdfunding, impact investing and real estate. You'll also learn more about traditional stocks and funds and how and if they fit you.· Together we'll know what your goals are, and what they're not. Then we'll get them accomplished. What's more, we're going to have fun doing it. You will love me more than macaroni and cheese!· Let's do this differently. Open Mind Generations is completely independent and charges zero commissions. A predictable consultation cost is all, you don't transfer money to us and you don't get trades made that you didn't ask for. I welcome your feedback and hope you enjoy it as much as I do.
Listed skills include Financial Advisory, Financial Services, Retirement, Wealth Management, and 46 others.
Current workplace
John Brandy's current company
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Simple Success
8 roles · 15 years
John Brandy work experience
A career timeline built from the work history available for this profile.
Registry Instructor
The CFE Certified Financial Educator® or CFEd®, is a FINRA recognized designation that is registered and offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious and one of a kind designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as Experience in the area of teaching or instructing adult learners.
Sep 2016 - Jan 2021
Customer Experience Officer (Ceo)
Open Mind Generations
Worry Free Financial Freedom from Open Mind GenerationsWe Take The Worry Out Of Doing FinancesDespite conventional wisdom that says we want freedom of choice, in many cases, when we're not the experts, we often REALLY want freedom FROM choice. :).We help with that, we don't make you move your money elsewhere, and we give you zero company bias.
Sep 2015 - Jan 2021
Senior Financial Advisor
Conover Capital Management
I am an Senior Financial Advisor at Conover Capital Management in Bellevue, WA.
May 2014 - Sep 2015
Investor
OneRedmond was formed as a economic development group merging the Redmond Chamber of Commerce with two other similar groups.
2012 - 2015
~3 yrs
Financial Advisor
Nov 2004 - Jan 2014
Senior Program Manager
My positions in reverse order at Microsoft were Release Manager for MSN Search, Program Manager for MSN Operations (I migrated MSN out of Canyon Park if you remember that), Program Manager for ITG (massive scale networking - at the time), and Technical Account Manager for Premier West (Stanford and Peoplesoft).
Apr 1998 - Nov 2004
Gs-11 Dod Computer Network Administrator
I ran the base network at the end, contributing heavily to the Civil Engineering computer network up to that point. I was active duty Air Force from January 1986 - September 1989.
Jan 1986 - Apr 1998
1 education record
John Brandy education
FAQ
Frequently asked questions about John Brandy
Quick answers generated from the profile data available on this page.
What company does John Brandy work for?
John Brandy works for Simple Success.
What is John Brandy's role at Simple Success?
John Brandy is listed as Customer Experience Officer at Simple Success at Simple Success.
What is John Brandy's phone number?
AeroLeads has found 14 phone signal(s) with area code 425, 513, 360, 937 for John Brandy at Simple Success.
Where is John Brandy based?
John Brandy is based in Greater Sacramento, United States while working with Simple Success.
What companies has John Brandy worked for?
John Brandy has worked for Simple Success, Heartland Institute Of Financial Education, Open Mind Generations, Conover Capital Management, and Oneredmond.
How can I contact John Brandy?
You can use AeroLeads to view verified contact signals for John Brandy at Simple Success, including work email, phone, and LinkedIn data when available.
What schools did John Brandy attend?
John Brandy holds Communication And Media Studies from Ohio University.
What skills is John Brandy known for?
John Brandy is listed with skills including Financial Advisory, Financial Services, Retirement, Wealth Management, Retirement Planning, Behavior Modification, Consumer Behaviour, and Consulting.
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