Brandon List

Brandon List, MBA, currently serves as a Client Success Manager at Advyzon since January 2023. Prior to this role, Brandon held positions at Envestnet | Tamarac and Charles Schwab as a Portfolio Services Associate from April 2019 to February 2023 and June 2017 to April 2019, respectively. Brandon began a career in financial services as a Registered Representative at Western & Southern Financial Group from November 2015 to June 2017, providing assistance with insurance, retirement planning, and investments. Earlier experience includes teaching various subjects, including British and American literature, at North Carolina Public Schools from August 2004 to June 2015, as well as serving as a Lifeguard for the YMCA of the Triangle from 2009 to 2015. Brandon holds a Master of Business Administration from The University of Arizona Global Campus and both a Bachelor of Arts in English/Language Arts Teacher Education and a degree in English with a focus on secondary education from North Carolina State University.