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 @ Cannataro Family Capital Partners
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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

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Aaron Bell Skills

Uniform Combined State Law
Financial Advisory
Strategic Financial Planning

Estate Planning
Series 63
IRAs
Securities
Investments
Wealth Accumulation
Fixed Annuities

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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 2 mobile phone numbers on RocketReach.

Aaron Bell Emails

Found 1 emails

@gmail.com

Aaron Bell Phone Numbers

Found 4 phone numbers

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Top Cannataro Family Capital Partners Employees

Lou Cannataro

Founder and Partner at Cannataro Family Capital Partners

United States
3
- gmail.com
- yahoo.com
- nm.com
3
- +1 212-819-XXXX
- +1 845-499-XXXX
- +1 845-627-XXXX

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