Aaron Gates Email & Phone Number
Client Advisor and Financial Planning Specialist @ CooksonPeirce
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Aaron Gates Location
- Pittsburgh, PA, US
Aaron Gates Work
- 2019 -now Client Advisor and Financial Planning Specialist @
- 2015 -2018 Client Relationship Manager @ Springside Partners
- 2014 -2015 Student Assistant @
- 2015 -2015 Financial Analyst Intern @
Aaron Gates Education
- Kansas State University
Master of Science - MS (Personal Financial Planning)
2023-2025 - Kansas State University
Graduate Certificate (Advanced Financial Planning)
2023-2025 - Kansas State University
Graduate Certificate (Financial Therapy)
2023-2024 - The University of Akron
Bachelor of Business Administration (B.B.A.) (Finance - Financial Planning)
2012-2016 - Lexington High School 2008-2012
Aaron Gates Skills
- Microsoft Excel
- Microsoft Word
- Research
- PowerPoint
- Teamwork
- Time Management
- Leadership
- Customer Service
- Microsoft Office
- Sales
- Social Media
- Public Speaking
- Management
- Event Planning
- Social Networking
- Training
Aaron Gates Summary
- Aaron Gates, based in Pittsburgh, PA, US, is currently a Client Advisor and Financial Planning Specialist at CooksonPeirce. Aaron Gates brings experience from previous roles at Springside Partners, The University of Akron and Capital Advisors, Ltd.. Aaron Gates holds a 2023 - 2025 Master of Science - MS in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Microsoft Excel, Microsoft Word, Research, PowerPoint, Teamwork and more. Aaron Gates has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CooksonPeirce Employees
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Luke O'Neill
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Jason Symoniak
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Tim Johns
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Brandon Bergeron
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Kate Sippel
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Heath Black
External Wholesaler
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Christian Papazian
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Janelle Woods
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Cullen Richardson
Head of Marketing
Pittsburgh, PA, US
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