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Brandon S. Email & Phone Number

Internal Wealth Generalist at Capital Group
Location: Carmel, Indiana, United States 12 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Internal Wealth Generalist
Location
Carmel, Indiana, United States
Company size

Who is Brandon S.? Overview

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Quick answer

Brandon S. is listed as Internal Wealth Generalist at Capital Group, a with 20 employees, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Brandon S..

Brandon S. previously worked as Account Executive at Effectv and Account Executive at Effectv. Brandon S. holds Bachelor’S Degree, Business Administration, Management And Operations from University Of Colorado Boulder - Leeds School Of Business.

Company email context

Email format at Capital Group

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Capital Group

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Profile bio

About Brandon S.

Brandon S. is a Internal Wealth Generalist at Capital Group. Colleagues describe him as "I was Brandon's manager while he was an Intern this summer at Arrow Electronics. As part of his internship he worked with my Asset team and was assigned 2 projects which he worked diligently to complete. Brandon was accurate and efficient in his work with these projects. This was in addition to his responsibility to collaborate with his intern team competition. Brandon managed his time to ensure all was complete. It was a pleasure to have Brandon as part of my team for the summer and wish him continued success as he graduates and moves into his working career." and "It was great working with Brandon this summer! Brandon is a very hard-working individual. His friendly personality allowed him to create professional relationships with clients and his persistence allowed him to succeed. Brandon's willingness to learn made it very easy to guide him. I would highly recommend Brandon and know he will succeed in any environment."

Current workplace

Brandon S.'s current company

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Capital Group
Capital Group
Internal Wealth Generalist
Carmel, IN, US
Website
Employees
20
AeroLeads page
12 roles

Brandon S. work experience

A career timeline built from the work history available for this profile.

Account Executive

Carmel, In, Us

Account Executive

New York, Ny, Us

• Calendar year of 2023: Selected to President’s Club, awarded to the top account executives nationwide• Manage a client list of 20+ accounts, including local direct and agency business • Responsible for all pre-sale activities: prospecting, cold calling, setting discovery meetings, leveraging data to create strategic video advertising campaigns, and delivering final presentation/proposal • Responsible for all post-sale activities: build and maintain client relationships through regular consultations: reporting on key campaign metrics, providing strategic insight and recommendations with the goal of upselling and renewing the account • Monitor all campaigns regularly to ensure optimal campaign performance and client satisfaction

Feb 2022 - Sep 2024

Ad Planner Account Executive

New York, Ny, Us

• Completed over 100 touches per week via cold calls, emails, and virtual presentations• Cold Call: overcame objections with the goal of speaking to a decision maker• Discovery: learned more about a prospects situation, challenges, and goals moving forward• Campaign Recommendation: created a custom campaign based on everything the prospect had told me to maximize their investment• Cross Screen Inclusion: Explained to the prospect the value of digital to reach their target audience across all screens, however and wherever they may consume video• Presentations: via Microsoft Teams, lead presentations with the prospect reviewing the recommendation I created for them• Client Management: Maintained a list of active advertisers and built relationships with clients with the goal of renewing and upselling• Reporting: Analyzed campaign results with clients and answered any questions/objections they may have had

Jan 2021 - Feb 2022

Management Trainee

Cleveland, Oh, Us

• Learned inventory/merchandise management, warehousing, demand planning, and profit and loss• Sales/Customer Service: Identified customer needs and provided them with the correct product• Store Operations: Monitored inventory, filled customer orders, performed closing duties

Jun 2019 - Sep 2019

Athletic Facilities Attendant

University Of Colorado Athletics

• Responsible for all aspects of athletic facilities and game day operations for home athletic events and other special events• Event set up, breakdown, inventory, and on field operations

Aug 2018 - May 2019

Supply Chain/Product Management Intern

Centennial, Colorado, Us

• Responsible for assets and inventory in offsite warehouse, communicated orders with warehouse team• Completed warehouse cleanup project: recycled old inventory and made room for incoming inventory • Extensive time using Oracle ERP system

May 2018 - Aug 2018

Store Clerk

Ups Store

• Customer service: shipping packages, answering questions and phone inquiries• Organized all deliveries by date, entered them into a computer software system• Performed closing duties (balanced the cash register and locked up the store)

Aug 2015 - Dec 2017

Sales Representative Intern

Chapel Hill, North Carolina, Us

• Sold advertising space via print, digital, and mobile platforms to local businesses in Boulder • Built relationships with key decision makers to earn trust and learn about their business’ goals and needs• Recommended specific advertising packages based on the business, assisted in creation of content for advertisements

May 2017 - Aug 2017

Driving Range/Golf Cart Attendant

Tiara Rado Golf Course

• Golf course operations responsibilities, including golf carts and driving range• Balanced the register and locked all of the facilities to close each night

Mar 2014 - Aug 2015

Referee

Grand Junction Soccer Club

• Refereed youth soccer games, keeping track of the time and score, and calling penalties • Developed communication and leadership skills

Aug 2011 - May 2013
Team & coworkers

Colleagues at Capital Group

Other employees you can reach at fpcgllc.com. View company contacts for 20 employees →

3 education records

Brandon S. education

Bachelor’S Degree, Business Administration, Management And Operations

University Of Colorado Boulder - Leeds School Of Business

Education record

Fruita Monument High School

Education record

Western Colorado Community College
FAQ

Frequently asked questions about Brandon S.

Quick answers generated from the profile data available on this page.

What company does Brandon S. work for?

Brandon S. works for Capital Group.

What is Brandon S.'s role at Capital Group?

Brandon S. is listed as Internal Wealth Generalist at Capital Group.

Where is Brandon S. based?

Brandon S. is based in Carmel, Indiana, United States while working with Capital Group.

What companies has Brandon S. worked for?

Brandon S. has worked for Capital Group, Effectv, Sherwin-Williams, University Of Colorado Athletics, and Arrow Electronics.

Who are Brandon S.'s colleagues at Capital Group?

Brandon S.'s colleagues at Capital Group include Zaab Sethna, Carmen Andrin, Christina Perez, Gaurang V., and Alexa Kim.

How can I contact Brandon S.?

You can use AeroLeads to view verified contact signals for Brandon S. at Capital Group, including work email, phone, and LinkedIn data when available.

What schools did Brandon S. attend?

Brandon S. holds Bachelor’S Degree, Business Administration, Management And Operations from University Of Colorado Boulder - Leeds School Of Business.

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