Brandon Marcott, MBA, CFP®, CPM

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Timeline
About me
People Leader | Forever Learner | Financial Planning Guru | Helping Humans See the Best in Themselves and Others
Education
- Bethel University
  2003 - 2007
  History History & Political Science
  Activities and Societies: Bethel Choir Member
- Lubar College of Business
  2020 - 2022
  Master of Business Administration - MBA
Experience
- Federal Executive Board
  Jan 2007 - Jan 2007
  Intern
- Midwest General Brokerage
  Jun 2007 - Mar 2011
  Wholesale Insurance Broker Representative
- Prudential Financial
  Jan 2011 - Nov 2014
  Financial Advisor
- Edify Financial Planning
  Nov 2014 - Nov 2016
  Founder
- Stone Creek Coffee Roasters
  May 2015 - Dec 2019
  - Director of Employee Care
    May 2019 - Dec 2019
  - Director of Retail
    May 2019 - Dec 2019
  - Director of Cafe Tech
    Nov 2017 - Dec 2019
  - Manager / Regional Manager
    May 2015 - Nov 2017
- Advicent – now part of InvestCloud
  Dec 2019 - Oct 2020
  Manager, Partner Support
- Orion
  Nov 2020 - Aug 2021
  Product Manager - Financial Planning
- Northwestern Mutual
  Aug 2021 - now
  - Lead Business Analyst - Plan Execution
    Apr 2023 - now
  - Sr. Financial Planning Strategy and Implementation Consultant
    Aug 2021 - Apr 2023
Licenses & Certifications
- Certified Product Manager (CPM)
  AIPMM The Association of International Product Marketing and Management
  Apr 2021
- Certified Financial Planner (CFP)
  CFP Board
  Apr 2015
Honors & Awards
- Awarded to Brandon Marcott, MBA, CFP®, CPM
  Patriotic Employer Employer Support of the Guard and Reserve ٢٠١٩
- Awarded to Brandon Marcott, MBA, CFP®, CPM
  Million Dollar Round Table - ٢٠١٣
- Awarded to Brandon Marcott, MBA, CFP®, CPM
  Prudential President's Club - ٢٠١٣