Client Relationship Manager

Branden has multiple years of experience working in the Financial Services industry. He enjoys communicating with clients and working with teams to promote relationship building. Branden graduated from Michigan State University in 2016, with his Bachelor's Degree in Finance. Since then, he has obtained his National Life and Health Insurance Producer license in addition to the series 65 license. Branden chose this industry because he enjoys working with advisors to help their clients achieve their financial goals.

Branden is working toward obtaining the CERTIFIED FINANCIAL PLANNER™ Certification. Prior to joining Portfolio Solutions®, Branden worked as a Client Associate at a Birmingham, Michigan advisory firm and in a similar role for a financial advisory firm in Kalamazoo, Michigan.


Areas of Experience:

  • Client Relationship Management
  • PS Portal Navigation
  • Account Distributions & Contributions
  • Custodian Forms
  • Cash Requests
  • Account Openings & Transfers
  • Financial Industry Operations