Aaron Deitz Email & Phone Number
Portfolio Manager @ BSW Wealth Partners, a Public Benefit Corporation
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Aaron Deitz Location
- Boulder, CO, US
Aaron Deitz Work
- 2018 -now Portfolio Manager @
- 2024 -now Director of Private Equity @
- 2020 -2024 Research Associate - Private Equity @
- 2018 -2023 Senior Analyst - Venture Capital Due Diligence - Volunteer Position @
- 2017 -2018 Associate @
- 2017 -2017 Vice President of Finance @ Sonotize
- 2015 -2017 Operations Analyst @
- 2012 -2015 Director of Operations @
- 2008 -2010 Shareholder Services Team Leader @
Aaron Deitz Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration - MBA (Finance, International Business & Sustainable Management)
2010-2011 - University of Colorado at Boulder
Bachelor of Arts - BA (Economics, Minor: Business Administration)
2003-2007
Aaron Deitz Skills
- Analysis
- Management
- Mutual Funds
- Financial Analysis
- Microsoft Excel
- Business Development
- Microsoft Office
- Hedge Funds
- Data Analysis
- Customer Service
- Marketing
- Financial Modeling
- Equities
- Corporate Finance
- Finance
- Investments
- Alternative Investments
- Bloomberg
- International Business
- Sustainable Management
- Prime Brokerage
- Series 6
- Asset Management
- Risk Management
- Leadership
- Marketing Strategy
- Analytical Skills
- Due Diligence
- Business Analysis
- Team Leadership
- Economics
- Operations Management
- Sales Consulting
- Business Strategy
- Financial Monitoring
- Valuation Modeling
- Microsoft Word
- Microsoft PowerPoint
- Public Speaking
- Start-ups
- Angel Investing
Aaron Deitz Summary
- Aaron Deitz, based in Boulder, CO, US, is currently a Portfolio Manager at BSW Wealth Partners, a Public Benefit Corporation. Aaron Deitz brings experience from previous roles at BSW Wealth Partners, a Public Benefit Corporation, Rockies Venture Club and Focused Energy LLC. Aaron Deitz holds a 2010 - 2011 Master of Business Administration - MBA in Finance, International Business & Sustainable Management @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Analysis, Management, Mutual Funds, Financial Analysis, Microsoft Excel and more. Aaron Deitz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top BSW Wealth Partners, a Public Benefit Corporation Employees
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Debi Baydush
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Drew Simon
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Tami Carroll
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Matt Samek
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