Brandon Franco

Brandon Franco

Support Analyst Intern

Followers of Brandon Franco1000 followers
location of Brandon FrancoGreater Boston

Connect with Brandon Franco to Send Message

Connect

Connect with Brandon Franco to Send Message

Connect
  • Timeline

  • About me

    Senior Private Wealth Relationship Manager at Generation Capital Advisors

  • Education

    • Pingree School

      2010 - 2014
      High School
    • ESCI-UPF

      -
      International Business
    • Providence College

      2014 - 2018
      Finance, General
  • Experience

    • Putnam Investments

      May 2016 - Aug 2016
      Support Analyst Intern

      • Collaborated with team of analysts to migrate employee data to a new user interface.• Assisted technicians when needed on MacBook imaging process to Putnam Investments interface.• Worked with team of interns to develop future plans for new investor and portfolio manager software.

    • Putnam Investments

      May 2017 - Sept 2017
      Digital Management Intern

      • Sat in weekly cost allocation meetings in order to develop future plans for the department’s budget.• Analyzed and developed weekly cost and usage reports regarding newly implemented communication services. • Assisted with Mac Product Team with tasks regarding Apple product services.

    • Morgan Stanley

      Jun 2018 - Jul 2024

      PWM Associate for The Strachan Group at Morgan Stanley Private Wealth Management Registered Associate for The Strachan Group at Morgan Stanley Private Wealth Management

      • Private Wealth Management Associate

        Jun 2023 - Jul 2024
      • Registered Associate

        Jun 2018 - Jun 2023
    • Claro Advisors

      Jul 2024 - Sept 2024
      Private Wealth Relationship Manager
    • Generation Capital Advisors

      Oct 2024 - now
      Senior Private Wealth Relationship Manager
  • Licenses & Certifications

    • Certified Casper Technician

      Jamf
      Jul 2017
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Sept 2018
    • Series 66

      FINRA
      May 2019