Brandon Nguyen is an experienced finance professional with a diverse background in client service and investment solutions. Currently serving as a High Net Worth Service Associate and previously as an Investment Solutions Representative at Fidelity Investments from April 2024 to May 2025, Brandon also held the position of Client Success Associate at M1 from January 2023 to April 2024, focusing on an investing app. Prior experience includes serving as an Investment Specialist at Merrill Edge from November 2021 to January 2023. Brandon is pursuing a Master of Finance at the University of Illinois Springfield, expected to complete in 2026, and holds a Bachelor of Business Administration from Roosevelt University along with an Associate's degree from the College of Lake County.
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