Aaron Sanchez Email
Paraplanner @ Menninger & Associates
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Aaron Sanchez Location
- Collegeville, PA, US
Aaron Sanchez Work
- Paraplanner @ (March 2025 - Present)
- Student Athlete @ (June 2021 - May 2025)
- Financial Representative @ (June 2024 - October 2024)
- Peer Tutor @ (August 2022 - October 2024)
- Sales Associate @ (June 2022 - December 2023)
- Financial Advising Intern @ (May 2023 - August 2023)
- Financial Planning Intern @ Lighthouse Planning Consultants (May 2022 - August 2022)
- Front Desk Staff @ Kinetix Tennis (January 2020 - January 2021)
Aaron Sanchez Education
- East Stroudsburg University of Pennsylvania
Bachelor's degree (Finance and Economics)
2021-2025 - Methacton High School
High School Diploma
2017-2021
Aaron Sanchez Skills
- Appointment Scheduling
- Cash Register
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Data Entry
- Deal Closure
- Document Preparation
- Employee Relations
- Fact Finding
- Finance
- Financial Planning
- Financial Planning Software
- Financial Services
- Inventory Management
- Life & Health Licenses
- Life Insurance
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Morningstar
- Networking
- Omnisource
- Organization Skills
- Paraplanning
- Personal Financial Planning
- Planning Advice
- Problem Solving
- Propane
- Sales Prospecting
- Software
- Teaching
- Team Building
- Team Leadership
- Tenacious Work Ethic
- Time Management
- Wealth Management Services
- eMoney
Aaron Sanchez Summary
- Aaron Sanchez, based in Collegeville, PA, US, is currently a Paraplanner at Menninger & Associates Financial Planning. Aaron Sanchez brings experience from previous roles at NCAA, Northwestern Mutual, East Stroudsburg University of Pennsylvania and Wehrung's . Aaron Sanchez holds a 2021 - 2025 Bachelor's degree in Finance and Economics @ East Stroudsburg University of Pennsylvania. With a robust skill set that includes Appointment Scheduling, Cash Register, Client Relations, Communication, Customer Relationship Management (CRM) and more. Aaron Sanchez has 1 emails on RocketReach.
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