Brandon Woelfle

Brandon Woelfle

Wealth Management Intern

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location of Brandon WoelfleWashington, District of Columbia, United States

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  • Timeline

  • About me

    Senior Director, Data & Analytics at Diligent

  • Education

    • American University

      2015 - 2016
      Master of Science (M.S.) Business Analytics

      Activities and Societies: Beta Gamma Sigma Honor Society Financial Analytics Concentration

    • Penn State University

      2009 - 2013
      Bachelor of Science (B.S.) Finance

      Activities and Societies: Penn State Finance Society, Penn State Dance MaraTHON International Business Minor (Pforzheim, Germany)

  • Experience

    • Morgan Stanley

      Sept 2008 - May 2009
      Wealth Management Intern
    • Columbia Partners, L.L.C. Investment Management

      May 2010 - Aug 2010
      Equity Research Intern
    • Johnson & Johnson

      Jan 2012 - Jul 2012
      Finance/Tax Co-Op
    • Grant Thornton LLP (US)

      Sept 2013 - Apr 2022
      • Data & Analytics Advisory Manager

        Aug 2018 - Apr 2022
      • Senior Associate

        Aug 2015 - Jul 2018
      • Associate

        Sept 2013 - Jul 2015
    • Diligent

      Apr 2022 - now
      • Senior Director, Data & Analytics

        Sept 2023 - now
      • Director of Business Analytics

        Apr 2022 - Sept 2023
  • Licenses & Certifications

  • Volunteer Experience

    • THON Supply Logistics Captain

      Issued by Penn State Dance Marathon on Sept 2012
      Penn State Dance MarathonAssociated with Brandon Woelfle