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