Aaron Smith Email & Phone Number
Investment Reporting Analyst
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Aaron Smith Location
- Minneapolis, MN, US
Aaron Smith Work
- Investment Reporting Analyst @ Tonkawa Inc. (September 2015 - Present)
- Senior Investment Reporting Analyst @ (September 2015 - Present)
- Senior Portfolio Specialist for Managed Account Trading @ (March 2010 - September 2015)
- Business Analyst - Active Portfolio Trading @ (November 2008 - March 2010)
- Reconciliation Specialist @ (January 2007 - November 2008)
Aaron Smith Education
- Augsburg University
BA (Finance)
2010-2015
Aaron Smith Skills
- Asset Allocation
- Asset Management
- Equities
- FINRA
- Finance
- Financial Services
- Fixed Income
- Investment Strategies
- Investments
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Securities
- Series 7
- Trading
Aaron Smith Summary
- Aaron Smith, based in Minneapolis, MN, US, is currently a Investment Reporting Analyst at Tonkawa Inc.. Aaron Smith brings experience from previous roles at Carlson Family Office and Ameriprise Financial. Aaron Smith holds a 2010 - 2015 BA in Finance @ Augsburg University. With a robust skill set that includes Asset Allocation, Asset Management, Equities, FINRA, Finance and more. Aaron Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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