As Senior Product Manager, Brandon leads the Product team, taking the firm-wide vision for TradePMR's technology and working to bring it to life. His team focuses on developing a technology roadmap to meet the evolving needs of advisors and works hand-in-hand with the Technology team to implement those updates into the Fusion platform. Since joining TradePMR in 2013, Brandon has led the team across various departments, including as the Advisor Services Manager, where he spent a great deal of time working directly with advisors to address their unique needs.
Brandon uses his experience in Advisor Services to drive his work in Product. He has worked directly with various RIAs throughout his tenure with TradePMR and understands their challenges and opportunities. This perspective enables his team to make meaningful product updates that positively impact advisor workflows.
Brandon has Bachelor of Science in Business Administration from University of Florida and a Associate of Science in Internet Service Technology from Santa Fe College. He is also a Certified Scrum Product Owner. Brandon has Series 7 and Series 24 securities licenses. He lives outside of Gainesville in Alachua, where he spends his free time with his wife Jennifer and children, Ellie and Weston.