Aaron Day Email & Phone Number
Partner, Wealth Advisor @ Corient
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Aaron Day Location
- Texas, United States
Aaron Day Work
- 2026 -now Partner, Wealth Advisor @
- 2024 -2026 Senior Wealth Management Advisor @
- 2020 -2024 Wealth Management Advisor @
- 2016 -2020 Wealth Management Advisor @
- 2005 -2016 Investment Consultant @
Aaron Day Education
- The University of Texas at Austin 1999-2003
- Naaman Forest
Aaron Day Skills
- Series 63
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Mutual Funds
- Securities
- Portfolio Management
- Financial Services
- Investments
- Investment Strategies
- Equities
- Risk Management
- Options
- Retirement
- 401k
- Financial Advisory
- Financial Planning
- Finance
- Asset Management
- Financial Analysis
- Insurance
- Sales
- Investment Management
- Banking
- Fixed Income
- Alternative Investments
- Microsoft Office
- Uniform Combined State Law
- Series 65
- IRAs
- ETFs
- Holistic Financial Planning
- Wealth Management Services
- High Net Worth Individuals
- Series 7
- FINRA
- Series 24
- Networking
- Customer Service
- Services
- Recruiting
- Leadership
- Schematic
- Documenting Final Test Results
- Soldering
- Operating Electronic Test Equitment
- Microsoft PowerPoint
- PCB design
- Electronics
- Trouubleshooting Circuit Boards to Component Level
- Operating Digital Oscilloscopes
- Microsoft Word
- Testing
- Writing Test Procedures
- Microsoft Excel
- Manufacturing
- Reading Schematics
- Project Management
- Good Verbal and Communicating Skills
Aaron Day Summary
- Aaron Day, based in Texas, United States, is currently a Partner, Wealth Advisor at Corient. Aaron Day brings experience from previous roles at Capital Advisors, TIAA and TD Ameritrade. Aaron Day holds a 1999 - 2003 The University of Texas at Austin. With a robust skill set that includes Series 63, Wealth Management, Estate Planning, Strategic Financial Planning, Investment Advisory and more. Aaron Day has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Corient Employees
Paul Lee
Vice President Information Technology
East Brunswick, NJ, US
Chad Estep
Partner, Chief Compliance Officer
Miami, FL, US
Graydon Oliver
Managing Partner
Houston, TX, US
Daniel Lay
Managing Partner, Portland-Northeast
Portland, ME, US
Brett Pernicano
Managing Partner
San Diego, CA, US
Frank Pellicori
Managing Partner
Chicago, IL, US
Daniel Kirel
VP, Data and Analytics
United States
Ludo Thomasson
Managing Partner, Wealth Advisor
California, United States
Brett Miller
Managing Partner, Charlotte
Charlotte, NC, US
Shibu Howlader
VP - End User Experience
Chicago, IL, US
Matthew Kocanda
Managing Partner, Chicago
Chicago, IL, US
John Merkovsky
Vice President, Strategy and Operations
Miami, FL, US
Jose Medina
Managing Director | Operations and Administration
Houston, TX, US
Michael Phelps
Managing Partner | Wealth Advisor
Newport Beach, CA, US
Joe Nolan
Managing Partner Dallas
Texas, United States
Derrick Smith
VP, Information Security
Denver, CO, US
Marco Giarracca
Vice President, Global Workplace Experience
New York, NY, US
Ray Padron
Chief Executive Officer
Dallas, TX, US
Adam Goldenberg
Managing Partner - Dallas
Dallas, TX, US
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