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 @ Carlson Family Office
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2015 - now Investment Reporting Analyst @ Tonkawa Inc.
2010 - 2015 Senior Portfolio Specialist for Managed Account Trading @ Financial Services Company

2008 - 2010 Business Analyst - Active Portfolio Trading @ Financial Services Company
2007 - 2008 Reconciliation Specialist @ Financial Services Company
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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

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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.

Aaron Smith Emails

Found 1 emails

@gmail.com

Aaron Smith Phone Numbers

Found 2 phone numbers

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