Brandon Coonse Email & Phone Number

Head of Business and Sales Strategy @ Kestra Investment Management

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Brandon Coonse Location

Austin, TX, US

Brandon Coonse Work

2025 -now Head of Business and Sales Strategy @
2023 -2025 Head of Systematic Sales @
2021 -2022 Americas Marketing Head - UBS Investment Bank @
2018 -2021 Head of Strategy, Data Analytics, and Insights - Wealth Management Europe @
2014 -2018 Head of Strategy, Data Analytics, Pricing, and Insights - Wealth Management Americas @
2010 -2014 Head of Strategy and Data Analytics @
2008 -2010 Director of Strategy and Data Analytics @
2006 -2007 Strategy Management Consultant @
2002 -2004 Investment Analyst Wealth Management @

Brandon Coonse Education

The University of North Carolina at Chapel Hill
BA (Economics)
The University of Chicago Booth School of Business
MBA (Strategic Management)

Brandon Coonse Skills

Investment Banking
Customer Relationship Management (CRM)
Sales Processes
Strategy
Marketing
Wealth Management
Investments
Analytics
Financial Analysis
Change Management
Management Consulting
Marketing Strategy
Corporate Development
Competitive Analysis
Analysis
Consulting
Corporate Communications
Strategic Planning
Analytical Skills
Market Research
Digital Marketing
Digital Strategy
Asset Management
Social Media Marketing
Integrated Marketing
Product Marketing
Product Development
Business Analytics
Banking
Business Strategy
Financial Services
Finance
Sales & Marketing
Leadership
Communication
Management
Problem Solving
Critical Thinking
Team Leadership
Business Relationship Management
Emotional Intelligence
Creativity Skills
People Management
Strategic Leadership
Persuasion
Collaborative Leadership
Adaptability
Analytical Reasoning
Internal & External Communications
Broker-Dealer
Data Analysis
Financial Modeling
Valuation
Portfolio Management
Business Development
Start-ups
Hearing
Strategic Vision
Project
Dec Alpha
Attractive
Start Ups
Mergers and Acquisitions
Driving
Financial Advisory
Clarity
Fortune 500
Strategic Thinking
Roadmap
Resume
Recruiting
Primary Research
Rigorous
Revenue
Branding
Viewpoint
Compensation
Retirement Planning
Competition
Asset
Perspective
Market
Relevance
Efficiencies
Growth Strategies
Business Insights
Art
Portfolio
Citibank
Developing Talent
Moscow
FMCG
Economic Impact
Crisis
Convenience
Conceptual Modeling
Business Partnering
Transform
Execution
Client Focus
Business Administration
Chartered Financial Analyst
New York
Equities
Image Capture
Career Development
Drive Change
Metrics
Consideration
Staff Development
Compelling
Synergies
Risk
Sound
Data Driven
Wealth
Business Planning
Strategic Business
Sales
Watches
Articulate
Economics
Margin Improvement
Retirement
Teaming
Country
Segmentation
Implications
International Management
Abstracting
Convert
Accreditation
Hard Drives
Financial Transactions
Handling Money
Profit
Attribution
401k
Market Planning
Net
Leading Change
Organic Growth
Cost
Deal Structures
Delivery
Decision Making
Dashboard
Structure
Atlanta
GMAT
P&l
Redesigning
Capturing
Russia
Chicago
Performers
Momentum
Rationale
Logic Programming
Customer Service
Financial Statements
Design
Turkey
Cross Functional Team Leadership
Value Propositions
Executive Management
Formulate

Brandon Coonse Summary

Brandon Coonse, based in Austin, TX, US, is currently a Head of Business and Sales Strategy at Kestra Investment Management. Brandon Coonse brings experience from previous roles at Pantera Capital and UBS. Brandon Coonse holds a BA in Economics @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Investment Banking, Customer Relationship Management (CRM), Sales Processes, Strategy, Marketing and more. Brandon Coonse has 2 emails and 3 mobile phone numbers on RocketReach.

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