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Marcus Braun Email & Phone Number
Wealth Strategy Associate
at
UBS
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Strategy Associate
Location
Los Angeles, California, United States
Company size
Who is Marcus Braun? Overview
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Quick answer
Marcus Braun is listed as Wealth Strategy Associate at UBS, a company with 28 employees, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Marcus Braun.
Marcus Braun previously worked as Board Member - Finance Committee at Notre Dame Club Of Los Angeles and Financial Consultant at Equitable Advisors. Marcus Braun holds Bachelor Of Business Administration - Bba, Finance, Musical Theatre (Minor) from University Of Notre Dame.
Company email context
Email format at UBS
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UBS
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Profile bio
About Marcus Braun
/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Current workplace
Marcus Braun's current company
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Ubs
10 roles
Marcus Braun work experience
A career timeline built from the work history available for this profile.
Wealth Strategy Associate
Current
Mar 2024 - Present
Board Member - Finance Committee
Current
Notre Dame Club Of Los Angeles
Oct 2024 - Present
Financial Consultant
-Built and maintained a book of 60 clients-Created financial plans featuring managed money, annuities, structured products, and life insurance-Exceeded production goal in first 3 months to win Fast Start award
Jun 2023 - Mar 2024
Student Caller
-Called hundreds of Notre Dame alumni, students, and friends to engage and communicate with the Notre Dame Family.
Feb 2021 - May 2023
Sales Manager
-Career Sales $25,117-Actively recruited new representatives through direct channels such as Linkedin
Sep 2022 - Dec 2022
Assistant Manager
-Interviewed and hired new representatives for the Pasadena Pilot Office -Managed and coached a team of 30 representatives to $63,706 of sales over Summer 2022-Sold $12,645 in Cutco products
Jan 2022 - Sep 2022
Sales Representative
-Sold $12,143 of Cutco Cutlery products to be the 3rd ranked New Representative in the Los Angeles Division for 2021-Held the record for summer 2021 fast start (sales in the first ten days of employment)-Led the rest of the team as Key Staff through mentorship
May 2021 - Dec 2021
Digitization Specialist
Auditory Processing Center
Responsible for organizing and digitizing patient records in accordance with HIPPA protocols.
Nov 2020 - Jan 2021
Sales Representative
-Worked organizing stock and with customers on the floor.-Praised by both customers and management for patience, helpfulness, and social skills.
Jun 2019 - Aug 2019
1 education record
Marcus Braun education
FAQ
Frequently asked questions about Marcus Braun
Quick answers generated from the profile data available on this page.
What company does Marcus Braun work for?
Marcus Braun works for UBS.
What is Marcus Braun's role at UBS?
Marcus Braun is listed as Wealth Strategy Associate at UBS.
Where is Marcus Braun based?
Marcus Braun is based in Los Angeles, California, United States while working with UBS.
What companies has Marcus Braun worked for?
Marcus Braun has worked for Ubs, Notre Dame Club Of Los Angeles, Equitable Advisors, University Of Notre Dame, and Vector Marketing.
Who are Marcus Braun's colleagues at UBS?
Marcus Braun's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Marcus Braun?
You can use AeroLeads to view verified contact signals for Marcus Braun at UBS, including work email, phone, and LinkedIn data when available.
What schools did Marcus Braun attend?
Marcus Braun holds Bachelor Of Business Administration - Bba, Finance, Musical Theatre (Minor) from University Of Notre Dame.
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