Sally Brandon

SVP, Client Service & Advice at Rebalance

Sally Brandon is currently the SVP, Client Service & Advice at Rebalance. Prior to joining Rebalance, Sally was the Director of Client Services | Financial Advisor | Investment Advisor at MarketRiders Inc., where they consulted with and advised many of the company’s retirement-investor clients. Prior to that, Sally spent 7 years at Gap Inc., working in the international group as a financial analyst responsible for forecasting, planning and inventory investment strategies.

Sally Brandon has a Master of Business Administration (M.B.A.) from the University of Southern California - Marshall School of Business and a Bachelor of Arts (B.A.) in Economics from the University of California, Los Angeles. Sally is also certified by the Securities and Exchange Commission in Series 65 Investment Advisor Exam.

A direct report to Sally Brandon is and Frances Martinez - Client Service Associate. Their manager is Mitch Tuchman, Managing Director. Chief Investment Officer. Some of their coworkers include Nicole Cervi-McKeever - Director of Retirement Services, Laura Long - Director of Client Satisfaction, and Sue Kersbergen - CFO.

Timeline

  • SVP, Client Service & Advice

    Current role

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