Aaron McFarland Email & Phone Number
Senior Wealth Advisor, WA Regional Lead @ Threadline Wealth
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Aaron McFarland Location
- Bellevue, WA, US
Aaron McFarland Work
- Senior Wealth Advisor, WA Regional Lead @ (January 2023 - Present)
- Financial Advisor @ (September 2005 - Present)
Aaron McFarland Education
- UW Foster School of Business
Financial Planning
2008-2009 - Linfield University
Bachelor of Science (Finance)
2001-2005 - Redmond High School 1998-2001
Aaron McFarland Skills
- Customer Service
- Financial Reporting
- Training
- Finance
- Project Management
- Public Speaking
Aaron McFarland Summary
- Aaron McFarland, based in Bellevue, WA, US, is currently a Senior Wealth Advisor, WA Regional Lead at Threadline Wealth. Aaron McFarland brings experience from previous roles at Moss Adams Wealth Advisors LLC. Aaron McFarland holds a 2008 - 2009 Financial Planning @ UW Foster School of Business. With a robust skill set that includes Customer Service, Financial Reporting, Training, Finance, Project Management and more. Aaron McFarland has 1 emails and 1 mobile phone numbers on RocketReach.
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