Brandon Waltz is an accomplished investment consultant currently employed at Fidelity Investments since May 2024. Previously, Brandon worked as a loan specialist at the U.S. Small Business Administration, where involvement in the SURGE team included assisting with the Paycheck Protection Program and the 1099-C project. Brandon also held various roles at Northwestern Mutual, developing skills in case preparation and sales processes, and was notably an assistant financial representative. Earlier experience includes a position as a quality assurance manager at R-Thread, contributing to a health tech application. Brandon holds a Bachelor of Fine Arts degree in Acting from Boston University, awarded in 2016.
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