Aaron Jeffries Email & Phone Number

Investment Advisor @ Nicholas Hoffman & Company

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Aaron Jeffries Location

Atlanta, GA, US

Aaron Jeffries Work

Investment Advisor @ (January 2025 - Present)
Fixed Income Product Manager @ (July 2013 - January 2019)
Elite Client Service Group @ (August 2011 - January 2013)
Trader @ Opus Trading Fund (November 2007 - March 2010)
Loan Advisor, Team Leader @ (October 2004 - August 2007)

Aaron Jeffries Education

Emory University
Bachelor of Arts (Economics)
Charles University, Prague, CZ
Economics

Aaron Jeffries Skills

Account Reconciliation
Analytical Skills
Asset Management
Attention to Detail
Back Office Operations
Banking
Broker-Dealer Operations
Build Strong Relationships
Business Development
Business Relationship Management
CRM Software
Capital Markets
Client Relations
Client Services
Cold Calling
Commercial Real Estate
Commodities
Communication
Communication Training
Confidentiality
Consultative Approach
Contact Centers
Critical Thinking
Cross-departmental Coordination
Customer Engagement
Customer Experience
Customer Interaction
Customer Relations
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Customer Success
Customer Support
Day Trading
Derivatives
Driving Results
Economics
Electronic Trading Systems
Email Marketing
English
Equity Trading
Exceeding Quotas
FINRA
Financial Sales
Financial Services
Financial Transaction Processing
Inside Sales
Internal Sales
Interpersonal Skills
Investment Research
Investments
Lead Generation
Lead Qualification
Mathematics
Microsoft Excel
Microsoft Outlook
Objection Handling (Sales)
Onboarding
Operations
Operations Support
Options Strategies
Oral Communication
Organization Skills
Phone Manner
Pre-Sales Support
Private Equity
Private Wealth Management
Problem Solving
Product Sales
Product Support
Professional Ethics
Professional Phone Skills
Project Management
Proprietary Trading
Quantitative Analytics
Quantitative Finance
Relationship Building
Relationship Development
Resolving Issues
Retail Distribution
Risk Management
Sales
Sales Development
Sales Enablement
Sales Management
Sales Operations
Sales Performance
Sales Processes
Sales and Marketing
Series 7
Spreadsheets
Stock Market
Teamwork
Time Management
Trade Support
Trading
Trading Operations
Trading Systems
Wealth Management Services
Working with Brokers

Aaron Jeffries Summary

Aaron Jeffries, based in Atlanta, GA, US, is currently a Investment Advisor at Nicholas Hoffman & Company. Aaron Jeffries brings experience from previous roles at SunTrust Investment Services, Inc., E*TRADE Financial, Opus Trading Fund and Amerisave Mortgage Corporation. Aaron Jeffries holds a Bachelor of Arts in Economics @ Emory University. With a robust skill set that includes Account Reconciliation, Analytical Skills, Asset Management, Attention to Detail, Back Office Operations and more. Aaron Jeffries has 1 emails and 4 mobile phone numbers on RocketReach.