Account Manager | Institutional Equity Research Sales
Current
Jan 2024 - Present
AeroLeads people directory · profile
Brandon Braun Email & Phone Number
Institutional Equity Research Sales at Morningstar
at
Morningstar
1 work email found
@morningstar.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Institutional Equity Research Sales at Morningstar
Location
Greater Chicago Area, United States, United States
Who is Brandon Braun? Overview
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Quick answer
Brandon Braun is listed as Institutional Equity Research Sales at Morningstar at Morningstar, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Brandon Braun.
Brandon Braun previously worked as Account Manager | Institutional Equity Research Sales at Morningstar and Sales Associate | Institutional Equity Research Sales at Morningstar. Brandon Braun holds Finance, Accounting, Entrepreneurship from University Of Dayton.
Company email context
Email format at Morningstar
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{first}.{last}@morningstar.com
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AeroLeads found 1 current-domain work email signal for Brandon Braun. Compare company email patterns before reaching out.
Profile bio
About Brandon Braun
Brandon Braun is a Institutional Equity Research Sales at Morningstar at Morningstar. He possess expertise in leadership, management, powerpoint, stocks, customer service and 1 more skills.
Listed skills include Leadership, Management, Powerpoint, Stocks, and 2 others.
Current workplace
Brandon Braun's current company
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9 roles
Brandon Braun work experience
A career timeline built from the work history available for this profile.
Sales Associate | Institutional Equity Research Sales
Apr 2023 - Dec 2023
Customer Success Manager | Institutional Equity Research Sales
Jan 2021 - Mar 2023
Financial Product Specialist | Morningstar Direct
Sep 2019 - Jan 2021
Senior Private Equity Analyst - School Endowment Fund
- Directed a $1 million student-run private equity fund with a select group of five other students. We worked closely with the Ohio Tech Angels Fund (a professional angel/venture capital organization) and served as a.
- Invested in various verticals such as artificial intelligence, Enterprise SaaS, and food products
- Focused on investing in startups with differentiated business models and a strong addressable market. We favored companies with a potential path to a successful exit (either via acquisition or IPO).
May 2017 - May 2019
Intern
- Increased customer satisfaction through partnering with company leadership to improve internal processes
- Researched different products for weekly presentations to a department of over 15 people
- Reduced company inefficiencies through use of recently acquired Six Sigma Yellow Belt
May 2018 - Aug 2018
Financial Advisor Intern
- Gathered data for client reviews, researched mutual funds and stocks for potential purchase
- Leveraged Morningstar, Thompson One, and Excel to analyze client portfolio holdings
- Developed weekly asset allocation reports
Jan 2018 - May 2018
Co-Founder
Flyer Flops
- Started my own business with 4 other students with a $5,000 loan from the University of Dayton
- Analyzed revenues to predict future trends and tracked costs to ensure profit margin remained above 40%
- Sold flip flops in the right market niche leading to net income of well over $1,000. All profits were donated to charityhttps://squareup.com/store/flyer-flop-co/
Sep 2016 - May 2017
Sales Associate
- Provided excellent customer service and product knowledge
- Set up awnings for Panda Express and other local businesses
- Personally delivered finished products to customers and answered all relevant questions
May 2015 - Jul 2016
2 education records
Brandon Braun education
Finance, Accounting, Entrepreneurship
University Of Dayton
Education record
Saint Viator High School
FAQ
Frequently asked questions about Brandon Braun
Quick answers generated from the profile data available on this page.
What company does Brandon Braun work for?
Brandon Braun works for Morningstar.
What is Brandon Braun's role at Morningstar?
Brandon Braun is listed as Institutional Equity Research Sales at Morningstar at Morningstar.
What is Brandon Braun's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Brandon Braun at Morningstar.
Where is Brandon Braun based?
Brandon Braun is based in Greater Chicago Area, United States, United States while working with Morningstar.
What companies has Brandon Braun worked for?
Brandon Braun has worked for Morningstar, University Of Dayton, Paylocity, Century Securities Associates, Inc., and Flyer Flops.
How can I contact Brandon Braun?
You can use AeroLeads to view verified contact signals for Brandon Braun at Morningstar, including work email, phone, and LinkedIn data when available.
What schools did Brandon Braun attend?
Brandon Braun holds Finance, Accounting, Entrepreneurship from University Of Dayton.
What skills is Brandon Braun known for?
Brandon Braun is listed with skills including Leadership, Management, Powerpoint, Stocks, Customer Service, and Financial Accounting.
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