Aaron Bell Email & Phone Number
Partner | Wealth Advisor @ Cannataro Family Capital Partners
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Aaron Bell Location
- New York, NY, US
Aaron Bell Work
- 2008 -now Partner | Wealth Advisor @
- 2007 -2007 Equity Analytics Research @ FreshMinds Consultancy Co.
Aaron Bell Education
- The Wharton School
Finance | Certified Investment Management Analyst (CIMA) (University of Pennsylvania)
2019-2020 - The American College
10 Courses Completed - Doctor of Philosophy in Finance (PhD) (Financial and Retirement Planning)
2012-2016 - The American College of Financial Services
ChFC (Chartered Financial Consultant)
2009-2012 - The American College
CLU (Chartered Life Underwriter)
2008-2011 - University of Oregon
MA (Behavioral Philosophy | Concentration: Decision Science & Consciousness Theory)
2004-2007 - Pacific Lutheran University
BS (Neuro-Psychology | Concentration: Cognition & Defense Mechanisms)
2000-2004 - Pacific Lutheran University
BA (Philosophy | Concentration: Theories of Justice in Contemporary Politics)
2000-2004 - Wauwatosa West High School
High School Diploma (Graduated w/ Honors, & Advanced Placement Calculus, Chemistry, Literature & Language)
1996-2000 - LIFE
Aaron Bell Skills
- Uniform Combined State Law
- Financial Advisory
- Strategic Financial Planning
- Estate Planning
- Series 63
- IRAs
- Securities
- Investments
- Wealth Accumulation
- Fixed Annuities
- Student Financial Aid
- Retirement
- Asset Allocation
- Disability Insurance
- Insurance
- Series 7
- Retirement Planning
- Wealth Management
- Life Insurance
- Mutual Funds
- Financial Planning
Aaron Bell Summary
- Aaron Bell, based in New York, NY, US, is currently a Partner | Wealth Advisor at Cannataro Family Capital Partners. Aaron Bell brings experience from previous roles at FreshMinds Consultancy Co.. Aaron Bell holds a 2019 - 2020 Finance | Certified Investment Management Analyst (CIMA) in University of Pennsylvania @ The Wharton School. With a robust skill set that includes Uniform Combined State Law, Financial Advisory, Strategic Financial Planning, Estate Planning, Series 63 and more. Aaron Bell has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Cannataro Family Capital Partners Employees
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