Joseph Bramer is currently the Partner and Director of Reporting at Creative Planning, where they also serve as a Reporting and Cost Basis Manager. Prior to this role, Joseph held several positions at AAA from 2014 to 2018, including Universal Banker and Insurance Sales and Service Agent. They briefly worked at Orion Advisor Tech in 2019 as a Data Recon Specialist and Advisor Success Advocate. Joseph earned an Associate's degree in Business Administration from Metropolitan Community College and a Bachelor of Business Administration in Management from the University of Nebraska at Omaha.
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