Aaron Hattenbach Email & Phone Number
Founder and Financial Planner @ Rapport Financial
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Aaron Hattenbach Location
- San Francisco, CA, US
Aaron Hattenbach Work
- Founder and Financial Planner @ (January 2017 - Present)
- Co-Founding Ambassador @ (September 2020 - Present)
- Lead Advisor Coach @ (January 2020 - April 2021)
- Financial Advisor @ (May 2015 - December 2016)
- Consultant @ Lending Club & Fintech Startups (April 2014 - June 2015)
- Associate Advisor @ (February 2012 - April 2014)
- Analyst @ Concentric Capital (Acquired by Telemus Capital) (September 2010 - February 2012)
- Private Client Associate @ (January 2010 - January 2010)
Aaron Hattenbach Education
- College for Financial Planning
Certified Financial Planner-CFP (Financial Planning)
2017-2019 - FI360
AIF (Financial Planning and Services)
2017-2017 - Amherst College
Business Administration and Management (General)
2004-2004 - Brandeis University
Bachelor of Arts - BA (Politics, Business, Legal Studies)
Aaron Hattenbach Skills
- Alternative Investments
- Asset Allocation
- Business Development
- Due Diligence
- Equities
- Equity Research
- Financial Advisory
- Financial Modeling
- Financial Statement Analysis
- Fixed Income
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Microsoft Office
- Options Strategies
- Portfolio Management
- Risk Management
- Salesforce.com
- Securities
- Security Analysis
- Series 63
- Series 65
- Series 7
- Trading
- VBA
- Valuation
- Wealth Management
- Advisory
- Entrepreneurship
- Financial Analysis
- Insurance
- PowerPoint
- Management
- Services
- Financial Services
- Customer Development
- Finance
- Customer Relationship Management
- Microsoft Excel
- Asset Management
- Business Strategy
Aaron Hattenbach Summary
- Aaron Hattenbach, based in San Francisco, CA, US, is currently a Founder and Financial Planner at Rapport Financial. Aaron Hattenbach brings experience from previous roles at Prox, Model FA, Bank of America Merrill Lynch and Lending Club & Fintech Startups. Aaron Hattenbach holds a 2017 - 2019 Certified Financial Planner-CFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Asset Allocation, Business Development, Due Diligence, Equities and more. Aaron Hattenbach has 2 emails and 2 mobile phone numbers on RocketReach.
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