Aaron Deitz Email & Phone Number
Portfolio Manager and Director of Private Equity @ BSW Wealth Partners, a Public Benefit Corporation
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Aaron Deitz Location
- Boulder, CO, US
Aaron Deitz Work
- 2024 - now Portfolio Manager and Director of Private Equity @
- 2020 - 2024 Portfolio Manager and Research Associate - Private Equity @
- 2018 - 2023 Senior Analyst - Venture Capital Due Diligence - Volunteer Position @
- 2018 - 2020 Portfolio Manager @
- 2017 - 2018 Associate @
- 2017 - 2017 Vice President of Finance @ Sonotize
- 2015 - 2017 Operations Analyst @
- 2012 - 2015 Director Of Operations @
- 2010 - 2011 MBA Graduate @
- 2008 - 2010 Shareholder Services Team Leader @
Aaron Deitz Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
MBA (Finance, International Business, Sustainable Management)
2010 - 2011 - University of Colorado at Boulder
BA (Economics, Minor in 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 and Director of Private Equity 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 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
Katherine st. Onge
Director of Investments
Boulder, CO, US
Debi Baydush
Founding Principal
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David Wolf
Chief Executive Officer
Boulder, CO, US
Drew Simon
Managing Principal
Boulder, CO, US
Tami Carroll
Managing Director
Englewood, CO, US
Matt Samek
Chief Operating Officer
Boulder, CO, US
Molly Devnani
Director of Investment Operations
Boulder, CO, US
Raliegh Riddoch
Principal, Senior Advisor
Denver, CO, US
Janet Hoover
Client Service Manager
Boulder, CO, US
Dmitry Popov
Portfolio Manager and Director of Equities
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