Brandon McGraw
Director, Private Wealth Client Services, Cresset | Ensuring superior client management by streamlin...
Atlanta, Georgia, United States
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Brandon McGraw’s Email bmcgraw@cressetcapital.com
Social Media
Brandon McGraw’s Location Atlanta, Georgia, United States
Brandon McGraw’s Current Industry Cresset
Brandon McGraw’s Prior Industry Balentine | Resource Planning Group | Morgan Stanley Wealth Management
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Work Experience
Cresset
Director, Private Wealth Client Services (Operations Role)
2022-09-01 - Present
Balentine
Client Service Manager (Operations Role)
2020-02-01 - 2022-09-01
Resource Planning Group
Director of Client Experience (Operations Role)
2019-05-01 - 2020-02-01
Morgan Stanley Wealth Management
Communications and CO Intern
2012-08-01 - 2013-06-01Skills
Languages
FAQ About Brandon McGraw
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Brandon McGraw is located at
Atlanta, Georgia, United States -
Brandon McGraw is a Director, Private Wealth Client Services, Cresset | Ensuring superior client management by streamlining operations and resolving challenges | Exceptionally strong cross-functional collaborator and team leader
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Brandon McGraw currently works in the Cresset |
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Brandon McGraw speaks the following languages: English
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Brandon McGraw has prior
experience in the following industries:
Balentine | Resource Planning Group | Morgan Stanley Wealth Management -
Brandon McGraw has the following professional experience:
Cresset | Balentine | Resource Planning Group | Morgan Stanley Wealth Management -
You can view Brandon McGraw’s LinkedIn profile at LinkedIn URL
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Brandon McGraw’s work email
addresses are
bmcgraw@cressetcapital.com -
Cresset |
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