NEW FINANCIAL PLANNING OFFICER AT UNION SAVINGS BANK
Brandon J. Angotti has joined Union Savings Bank in Danbury as assistant vice president, wealth management financial planning officer. He will provide financial planning, investment consulting services, tax and estate planning and trust administration services to individuals, families,and not-for-profit organizations.
Rick Judd, executive vice president, wealth management at Union Savings Bank, said “Brandon possesses a diverse range of experience,”¦ which will be helpful to our current and future customers.”
Previously, Angotti was a fund accountant for Strategic Value Partners in Greenwich responsible for daily trades in bank debt, bonds, equities, CDs, options and futures, among other duties. Prior to that, he was an audit senior assistant for Deloitte LLP in Stamford.
Angotti received a Bachelor of Science degree in accounting from State University of New York at Geneseo. He also earned the designation of Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning.
Established in 1866 and headquartered in Danbury, Union Savings Bank is a $2.2 billion mutual bank with 25 offices in Bethel, Brookfield, Canton, Danbury, Goshen, Kent, Litchfield, Marble Dale, Monroe, New Fairfield, New Milford, Newtown, Ridgefield, Roxbury, Southbury, Torrington and Washington Depot.