Brandon Coonse

About Brandon Coonse

Seasoned Sales Strategy and COO Leader with extensive experience in Private Wealth and Asset Management spanning U.S. and international markets. Pragmatic leader with proven results creating a vision, building a data-driven strategy, crafting fact-based arguments, defining impactful initiatives with clear execution plans, developing systems to track results, and importantly, leading/inspiring teams over time in the day-to-day execution and problem-solving required to achieve long-term goals. AREAS OF EXPERTISE LEADERSHIP: Proven track record of leading teams in Sales, Strategy Development, Data Analytics, Client Insights, and Marketing to design strategies and execute tactical initiatives that boost salesforce productivity, raise capital, drive revenue growth, elevate client experience, and optimize P&L. Servant Leadership. Lead-by-Example. Roll-up-the-sleeves approach. STRATEGY DEVELOPMENT: Structured, problem-solving approach. Understand the present situation in the industry, competitors, clients, technology, regulation, and company performance. Envision where/what to be in the future. Identify the key levers to pull to realize the vision. Define the set of actions to take with clear KPIs to assess progress. Design-thinking. Corporate Strategy. Strategic Initiatives. Product Strategy. EXECUTION: Built relationships and approached execution in a collaborative, pragmatic way to find a path forward to enhance the customer experience and optimize business results. Business Development. Sales Strategy. Transformation. Growth Strategy. Change Management. DATA ANALYTICS: Passionate about data analytics and the insights it yields to shape strategy and execution. Led sophisticated data science teams as well as teams of former management consultants executing strategic business analysis. Data Modeling. Business Case Development. Strategic Planning. P&L optimization. FP & A. Investment Analysis. Financial Analysis. ROI Analysis. MARKETING: Data-driven Marketer experienced at leveraging client insights to craft impactful marketing programs that drive P&L impact. Marketing Strategy. Client Insights. Market Research. Client Experience. Journey Mapping. Segmentation Strategy. Multi-Channel Marketing. Brand Development. Digital Marketing. Demand Generation. Sales Strategy. Net Promotor Score (NPS). Voice of the Customer. Integrated Marketing Programs.

Experience

1. Head of Business & Sales Strategy

   Kestra Investment Management

   Jun 2025 — Present · Austin, TX, US

   Oversaw business strategy, sales leadership, and operational execution for Kestra Investment Management, a division of Kestra Holdings serving independent financial professionals nationwide. Provided strategic direction to accelerate firm growth, enhance advisor engagement, and align cross-functional teams around data-driven insights, salesforce optimization, and go-to-market performance.

Education

• The University of Chicago Booth School of Business

  MBA, Strategic Management

• The University of North Carolina at Chapel Hill

  BA, Economics

Skills

• Financial Modeling
• Valuation
• Portfolio Management
• Investments
• Financial Analysis
• Corporate Development
• Business Strategy
• Competitive Analysis
• Analytics
• Strategy
• Management Consulting
• Leadership
• Business Development
• Start-Ups
• Marketing Strategy
• Analysis
• Change Management
• Mergers & Acquisitions