Aaron Persons Email & Phone Number
VP, Wealth Management @ A+ Federal Credit Union
5 free lookup(s).
Aaron Persons Location
- Austin, TX, US
Aaron Persons Work
- 2023 - now VP, Wealth Management @
- 2019 - 2023 Program Development Manager at CUSO Financial Services, LP @
- 2010 - 2019 Chief Retail Officer and Senior Vice President, Retail Operations @ University Federal Credit Union
- 2008 - 2010 Investment Manager, VP @ Chase Investment Services Corporation
- 1999 - 2008 Regional Sales Manager, FVP @
Aaron Persons Education
- Millersville University of Pennsylvania
Aaron Persons Skills
- Wealth Management
- Banking
- Investments
- Series 24
- Insurance
- Series 63
- Series 7
- Retail Banking
- Series 65
- Asset Management
- Financial Services
- Loans
- Mutual Funds
- Portfolio Management
- Relationship Management
- Risk Management
- Sales
- Sales Management
- Securities
- Leadership
- Microsoft Excel
- Management
- Strategy
- Retail Operations
- Retail
- Facilities
- Operations
- Customer Relationship Management Crm
- Team Building
- Executive Management
- Strategic Planning
- Mergers And Acquisitions M&A
- Customer Service
- Coaching
- Customer Relationship Management
- Mergers and Acquisitions
Aaron Persons Summary
- Aaron Persons, based in Austin, TX, US, is currently a VP, Wealth Management at A+ Federal Credit Union. Aaron Persons brings experience from previous roles at CUSO Financial Services, LP, University Federal Credit Union, Chase Investment Services Corporation and WM Financial Services/WaMu. Aaron Persons holds a Millersville University of Pennsylvania. With a robust skill set that includes Wealth Management, Banking, Investments, Series 24, Insurance and more. Aaron Persons has 2 emails and 1 mobile phone numbers on RocketReach.
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