Daniel Braun Email & Phone Number
Vice President, Private Client Wealth Advisor @ Westwood Holdings Group, Inc.
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Daniel Braun Location
- Houston, TX, US
Daniel Braun Work
- Vice President, Private Client Wealth Advisor @ (June 2026 - Present)
- Financial Consultant @ (March 2023 - June 2026)
- Investment Consultant @ (August 2021 - March 2023)
- Relationship Manager @ (August 2020 - March 2022)
- Financial Advisor @ (March 2019 - August 2020)
- Financial Professional @ (October 2017 - March 2019)
- Internal Sales Consultant @ (May 2016 - September 2017)
- Academic Assistant - Finance Department @ (June 2015 - July 2015)
- Commercial Real Estate Intern @ (May 2014 - August 2014)
- Lead Sales Associate @ (May 2013 - August 2013)
- Sales Associate @ (May 2012 - August 2012)
- Sales Associate @ (April 2011 - August 2011)
Daniel Braun Education
- University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.) (Finance, General)
2012-2016
Daniel Braun Skills
- Financial Analysis
- Microsoft Excel
- Windows Azure
- Customer Relations
- Sales
- Employee Training
- Consulting
- Project Management
- Marketing
- Microsoft Office
- Teamwork
- Time Management
- Salesforce
- Winflix Product Illustration Software
Daniel Braun Summary
- Daniel Braun, based in Houston, TX, US, is currently a Vice President, Private Client Wealth Advisor at Westwood Holdings Group, Inc.. Daniel Braun brings experience from previous roles at Fidelity Investments and Prudential Financial. Daniel Braun holds a 2012 - 2016 Bachelor of Business Administration (B.B.A.) in Finance, General @ University of Houston, C.T. Bauer College of Business. With a robust skill set that includes Financial Analysis, Microsoft Excel, Windows Azure, Customer Relations, Sales and more. Daniel Braun has 1 emails and 1 mobile phone numbers on RocketReach.
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