Brandon P.

Brandon P. has extensive experience in financial services, beginning with a role as a Student Assistant at the University of North Texas from August 2004 to January 2007. Following this, Brandon served as a Due Diligence/Audit Team member at Pinnacle Property Management Services from March to August 2007, then worked as a Financial Associate at Thrivent Financial for Lutherans from August 2007 to December 2010. From December 2010 to June 2016, Brandon held the title of Relationship Banker - Small Business Specialist at Chase, facilitating connections between clients and a variety of financial products. Currently, Brandon is a Client Services Manager at TIAA, responsible for managing institutional retirement clients and improving customer experiences across multiple states. Additionally, Brandon has held roles as a Wealth Advisor, Senior Financial Consultant, and Registered Retirement Consultant at TIAA, further emphasizing a commitment to serving clients and enhancing their financial well-being. Brandon earned a BBA in Finance, Insurance, Real Estate, and Law from the University of North Texas in 2007.