Aaron Spear Email & Phone Number
Compliance Officer - Branch Consultant and Exams @ Goss Advisors
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Aaron Spear Location
- Houston, TX, US
Aaron Spear Work
- Compliance Officer - Branch Consultant and Exams @ (November 2022 - Present)
- Supervision Analyst (Post-Transaction) @ (November 2019 - September 2022)
- Financial Advisor - Senior Portfolio Advisor @ (July 2015 - March 2019)
- Senior Registered Client Associate @ (May 2013 - February 2015)
- Client Service Associate @ (August 2010 - March 2013)
- Equity Syndicate Operations Associate @ (November 2000 - August 2010)
- Sales and Trading Assistant @ (August 1999 - November 2000)
Aaron Spear Education
- Fordham University
BSc (Business Administration (Concentration in Finance))
1993-1997 - Strake Jesuit College Preparatory
High School Diploma
1989-1993
Aaron Spear Skills
- Fixed Annuities
- Estate Planning
- Social Media
Aaron Spear Summary
- Aaron Spear, based in Houston, TX, US, is currently a Compliance Officer - Branch Consultant and Exams at NewEdge Advisors. Aaron Spear brings experience from previous roles at Corebridge Financial, Merrill Lynch, Wells Fargo Advisors and J.P. Morgan Private Bank. Aaron Spear holds a 1993 - 1997 BSc in Business Administration (Concentration in Finance) @ Fordham University. With a robust skill set that includes Fixed Annuities, Estate Planning, Social Media and more. Aaron Spear has 1 emails and 2 mobile phone numbers on RocketReach.
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