Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Brandon Park

Morgan Stanley

 

Member profile details

Membership level
Hawaii Sponsor
First name
Brandon
Last name
Park
Title
Executive Director, Wealth Management
Company
Morgan Stanley
XPX Chapter Email Lists
  • DC Metro News & Events
  • Hawaii News & Events
  • Maryland News & Events
 

XPX ROLE

Chapter Sponsorship Type
Gold
Leadership Role
President, Launch Committee
 

CONTACT INFORMATION

City
Honolulu
State
Hawaii
 

PROFILE INFORMATION

Call me when
A business owner/founder is looking to exit their business in 2-5 years and needs pre-exit planning, formation of an executive exit team, and evaluating exit options to maximize the after-tax value of sale.
Why I/we support XPX
I love meeting founders and hearing their stories. I am passionate about helping them monetize the value of their life's work.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, CEPA, CIMA, CPWA
Transition Planning Certification or Methodology
CERTIFIED EXIT PLANNING ADVISOR
In Business Since
2006
How to contact
brandon.park@morganstanley.com, 808-525-6906
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy