Brandon Summers

Questioner
DISC Type : c

Executive Director Wealth & Fiduciary at First Western Trust

Denver Metropolitan Area, United States

Overview

Brandon is a seasoned executive with over 20 years of experience leading wealth management, retirement services, and investment strategy. Currently an Executive Director at First Western Trust, he previously held key leadership roles at Goldman Sachs and Charles Schwab, focusing on fintech innovation. He holds both a BBA and an MBA from the University of Missouri-Kansas City.

Based on his education in Kansas City and his current work in the Boulder, Colorado area, Brandon likely appreciates the distinct cultures of both the Midwest and the Mountain West. He may enjoy outdoor activities synonymous with Colorado life or follow the regions professional sports teams.

Unique fact: While at Schwab, Brandon orchestrated a $10B trading event, capitalizing on strategic investments to significantly scale and optimize trading operations.

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Fintech Innovation
He has a strong track record of launching and enhancing digital advice platforms, including Schwab Intelligent Portfolios and other technology-driven wealth solutions.
Financial Wellness
His role at Goldman Sachs included leading the financial wellness offering, and it remains a core focus in his current position, aiming to foster client well-being.
Wealth Planning
As Executive Director, he oversees wealth planning, investment management, and fiduciary services, demonstrating deep expertise in comprehensive wealth strategies.

Media Appearances

First Western Trust Appoints Brandon Summers as Executive Director of Wealth Management. Featured in First Western Trust (myfw.com)

See Now

Work History

3-2025
Executive Director Wealth & Fiduciary at First Western Trust
1-2022 - 3-2025
Vice President - Head of Wellness, Investment Management, and Financial Planning at Goldman Sachs
1-2016 - 1-2022
Director, Product Management at Charles Schwab
2-2008 - 1-2016
Senior Product Manager at Schwab Performance Technologies

Education

BBA from University of Missouri-Kansas City
MBA from University of Missouri-Kansas City

More Information

Social Presence :

Prographics :

Exp : 18 Location : Denver Metropolitan Area, United States Job Level : Senior Designation : Executive Director Wealth & Fiduciary at First Western Trust
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Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Brandon

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Brandon take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Brandon

Personality Compatibility


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