Aaron Marsh Email & Phone Number
Deputy Director @ LifeBUILDERS
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Aaron Marsh Location
- Detroit, MI, US
Aaron Marsh Work
- 2026 -now Deputy Director @
- 2019 -2026 Finance Director @
- 2015 -2019 Financial Advisor @
- 2014 -2015 Premier Relationship Manager @
- 2010 -2014 Relationship Banker @ JPMorgan Chase
Aaron Marsh Education
- University of Phoenix
Master of Business Administration (M.B.A.) (Accounting)
2012-2014 - University of Phoenix
Bachelor of Business Administration (B.B.A.) (Small Business Management/Entrepreneurship)
2010-2012 - University of Arkansas at Fayetteville
(Finance, General)
1999-2001
Aaron Marsh Skills
- Finance
- Investments
- Banking
- Leadership
- Series 6
- Series 63
- Strategic Planning
- Life & Health Insurance Licenses
- Microsoft Office
- Business Planning
- Management
- Insurance
- High Net Worth Individuals
- Sales
- IRAs
- Accounting
- Series 65
- Risk Management
- Uniform Combined State Law
- Communication
- Small Business Financial Management
- Microsoft Excel
- Life Insurance
- Consumer Lending
- FINRA
- Cash Flow
- Home Equity Lines of Credit
- Mutual Funds
- Wealth Management Services
- Variable Annuities
- Securities
- Asset Allocation
- Retirement Planning
- Financial Planning
- Public Speaking
- Investment Advisory
- Investment Strategies
- Series 7
- Analytical Skills
- Business Analysis
- Financial Analysis
- QuickBooks
- Budgeting
- Corporate Finance
- Non-profit Finance
- Financial Modeling
- Financial Reporting
- Strategy
- Account Reconciliation
- Portfolio Management
Aaron Marsh Summary
- Aaron Marsh, based in Detroit, MI, US, is currently a Deputy Director at LifeBUILDERS. Aaron Marsh brings experience from previous roles at LifeBUILDERS, Citizens Investment Services, Citizens Financial Group, Inc. and JPMorgan Chase. Aaron Marsh holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Accounting @ University of Phoenix. With a robust skill set that includes Finance, Investments, Banking, Leadership, Series 6 and more. Aaron Marsh has 4 emails and 1 mobile phone numbers on RocketReach.
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