Aaron Borders Email & Phone Number
Sr Workplace Retirement Plan Consultant @ Edward Jones
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Aaron Borders Location
- Charlotte, NC, US
Aaron Borders Work
- now Sr Workplace Retirement Plan Consultant @
- now Advising Consultant @
- now Vice President, Head of Consultant Relations, Global Institutional Group @
- now Vice President, Institutional Retirement Director @
- now Retirement Client Consultant @
- now Retirement and Education Products Internal Sales Manager @ Invesco Aim
- now Defined Contribution Participant Services Representative @
Aaron Borders Education
- University of Missouri
Aaron Borders Skills
- Nonprofit Organizations
- Partner Relationship Management
- Institutional Investments
- Institutional Relations
- LDI
- ERISA
- Behavioral Finance
- Finance
- Sales Management
- Management
- Public Policy
- Public Speaking
- Microsoft Dynamics CRM
- Marketing Strategy
- 529 Plans
- Health Savings Accounts
- Defined Benefit
- 403(b) Plans
- 401k Rollovers
- Defined Contribution
- Investments
- Series 63
- Mutual Funds
- Asset Allocation
- Series 7
- Asset Management
- 401k
- Wealth Management
- Investment Management
- Financial Services
- Investment Strategies
- 401(k) Retirement Savings Plans
- Retirement
Aaron Borders Summary
- Aaron Borders, based in Charlotte, NC, US, is currently a Sr Workplace Retirement Plan Consultant at Edward Jones. Aaron Borders brings experience from previous roles at BX Partners, Crossmark Global Investments, Inc., Dimensional Fund Advisors and MFS Investment Management. Aaron Borders holds a University of Missouri. With a robust skill set that includes Nonprofit Organizations, Partner Relationship Management, Institutional Investments, Institutional Relations, LDI and more. Aaron Borders has 5 emails and 1 mobile phone numbers on RocketReach.
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