As Director of Product, 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 and Product Manager. 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.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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