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Senior Investment Portfolio Manager | Personal Financial Management Strategist | Equity Analyst | Asset Allocator | Retirement Planning, High Yield Wealth BuildingDisciplined results-driven wealth builder with over 35 years of applied experience managing major revenue-producing investment accounts across the risk spectrum with AUM profiles in the hundreds of millions.Leveraging my proficiency in wealth planning, risk management, and strategy development, I make prudent investment decisions to meet objective goals and optimize returns for my personal and private portfolios. As a senior-level wealth strategist and asset manager, I’m tasked with using my expertise, financial acumen, and skilled insight to develop and implement diverse strategies constructed to nurture entire lifecycles of large portfolios.I have demonstrated the ability to successfully oversee multiple high-profile asset bases by delivering sound risk-averse investment advice based on market performance, analytics and other metrics. Responsible for allocating resources, rebalancing portfolios, analyzing risks and managing stakeholder expectations, I am passionately committed to creating sustainable investment solutions customized in support economic empowerment, financial freedom and wealth mindset among valued clients.Specialties Include: Wealth and Investment Management (WIM), Portfolio Management, Investment Analysis, Investment Strategy, Financial Modeling, Equity Valuation, Asset Allocation, Compliance Reporting & Oversight, Estate Planning, Investment Consulting, Risk Mitigation, Relationship Management
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Wealth AdvisorCharles Schwab Jul 2021 - PresentWestlake, Texas, UsThe role of the Wealth Advisor at Schwab Wealth Advisory is a broad mandate to combine Modern Wealth Management strategies and the extraordinary resources of Charles Schwab to optimize the entirety of our client’s wealth creation goals. Modern Wealth Management encompasses a wide range of wealth management issues, such as estate planning, charitable giving, etc. that are viewed through the lens of tax efficiency.I am a Certified Wealth Strategist (CWS). The CWS program (offered through Cannon Financial) is a rigorous combination of academic preparation and soft-skill development to make the client experience most impactful. Completion of the certification work has dramatically improved my ability to convert Modern Wealth Management concepts into actionable strategies for my clients.One of the core wealth management issues is investment planning. I combine 35 years of trading and portfolio management experience with significant academic preparation to provide highly detailed portfolio construction and asset allocation approaches for my client’s individual risk profiles.As part of my commitment to open-ended professional development, I am currently enrolled in the College for Financial Planning, a Kaplan company. I am focused on the requisite coursework to complete the academic requirement for professional certification.
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Wealth Management Portfolio ManagerHeartland Financial Usa, Inc. Feb 2017 - Jul 2021Denver, Colorado, Us• Managed $515 Million AUM: Responsible for asset allocation, portfolio construction, and strategic rebalancing.• Full cycle participation in the consultative sales process with a focus on asset gathering.• Investment strategy, capital market, and global economics subject matter expert for the sales teams. -
Senior Portfolio ManagerU.S. Bank 2012 - 2015Minneapolis, Mn, Us• Constructed optimized portfolio models for the management of a $335 million asset base.• Created derivative instruments designed for client portfolios that provided exposure to the energy markets. -
Derivatives TraderTraditum Group 2010 - 2012• Created and managed the electricity and global macro volatility portfolios.• Helped evaluate new businesses as part of a growth mandate across multiple asset classes.
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Managing DirectorKcg Holdings, Inc. 2009 - 2010New York, Ny, Us• Developed the business model for global carbon sales and trading operation.• Lobbied carbon-related Federal energy policymakers to support the build-out of the business model.• Speaker at the Milken Global Conference (April 2010) on the panel discussion - Powering America: The Effects of Politics & Energy Policy on Business Investment. -
Portfolio Manager & Director Of Global Environmental FinanceStark Investments 2005 - 2009Created an event strategy to arbitrage energy policy and related capital allocations.• Responsible for all aspects of portfolio management: Risk assessment; strategic fit and C-Level accountability. • Capital allocation in the following asset classes: Electricity, fuels, carbon, equities, and equity derivatives.• 2005-2009 Profitability: $103.8 million; average annual capital usage: $41.6 million.• Registered lobbyist with the House of Representatives and the Senate (4th Quarter, 2006 – 1st Quarter, 2007). • Maintained an on-going presence on Capitol Hill; met with Members and Capitol Hill staff to discuss hedge fund investments in the energy sector as related legislation was being written.• Testified before the Select Committee on Energy Independence and Global Warming House of Representatives (April 2008).• Co-author of a published white paper on carbon/energy policy: “A Cap-and-Trade Program Design of Greenhouse Gases.” Worked with the Economic Policy team at the Milken Institute to complete this project.• Participated in numerous panel discussions in various settings. Most notable: The Politics of Global Warming: Climate Change in Washington, Milken Global Conference (April 2007) Carbon Trading, Milken Global Conference (April 2007) • Member of the Associate Recruitment Team. -
Senior Energy TraderNextera Energy Resources 2002 - 2005Juno Beach, Fl, Us -
Associate: Fixed Income, Currencies & Commodities (Energy Trading)Morgan Stanley 2001 - 2002New York, Ny, Us -
Senior Structuring Analyst & Natural Gas Storage TraderMirant 1999 - 2001Atlanta, Georgia, Us -
Senior Equity Derivatives TraderThe Hull Group (Acquired By Goldman Sachs In 1999) 1993 - 1999
Daniel Braun Skills
Daniel Braun Education Details
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The University Of Chicago Booth School Of BusinessAccounting And Finance -
Depaul UniversityApplied Mathematics & Statistics
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University Of Wisconsin-MadisonEconomics
Frequently Asked Questions about Daniel Braun
What company does Daniel Braun work for?
Daniel Braun works for Charles Schwab
What is Daniel Braun's role at the current company?
Daniel Braun's current role is Schwab Wealth Advisory.
What is Daniel Braun's email address?
Daniel Braun's email address is db****@****tlf.com
What is Daniel Braun's direct phone number?
Daniel Braun's direct phone number is +126235*****
What schools did Daniel Braun attend?
Daniel Braun attended The University Of Chicago Booth School Of Business, Depaul University, University Of Wisconsin-Madison.
What are some of Daniel Braun's interests?
Daniel Braun has interest in Portfolio Construction, Capital Market Consultancy, Politics, Financial Engineering, Modeling Portfolio Risk.
What skills is Daniel Braun known for?
Daniel Braun has skills like Portfolio Management, Investments, Trading, Capital Markets, Options, Finance, Asset Allocation, Financial Analysis, Fixed Income Strategies, Multi Generational Wealth Planning, Retirement Plan Consulting, Stock Analysis.
Who are Daniel Braun's colleagues?
Daniel Braun's colleagues are Samantha F., Doug Knudsen, Robert Hinkel, Cfp®, Thomas Bawden, Gary Luedders, Michael Mangual, Karissa Collin.
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