Aaron Thompson Email & Phone Number
Director of Consulting, Delivery @ Caravel | BPM Technology Solutions
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Aaron Thompson Location
- Menomonee Falls, WI, US
Aaron Thompson Work
- Director of Consulting, Delivery @ (September 2023 - Present)
- Director, Managed Services @ (June 2022 - September 2023)
- NetSuite Senior Financial Consultant @ (April 2021 - June 2022)
- Senior Business Consultant @ (July 2013 - March 2021)
- VP of Finance @ Quest CE (November 2008 - July 2013)
- Analyst @ ISWM (July 2007 - November 2008)
- Advisory Services @ (March 2005 - January 2007)
- Call center @ Strong (January 1999 - January 2005)
Aaron Thompson Education
- Marquette University
MBA (Finance)
2003-2007 - Netsuite Certification
Netsuite
2016 - Netsuite Cetification
NetSuite
2016
Aaron Thompson Skills
- Alternative Investments
- Asset Management
- Asset Managment
- Banking
- CRM
- CRM Integration
- Compliance Training
- Customer Relationship Management (CRM)
- EchoSign
- Equity Research
- FINRA
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Services
- Fixed Income
- Insurance
- Investment Advisory
- Investments
- Law Firms
- Microsoft Excel
- Mutual Funds
- NetSuite
- Netsuite Visual Coding
- Options
- Portfolio Management
- Retirement Planning
- Securities
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Training
- Treasury Management
- Vendor Management
Aaron Thompson Summary
- Aaron Thompson, based in Menomonee Falls, WI, US, is currently a Director of Consulting, Delivery at Caravel | BPM Technology Solutions. Aaron Thompson brings experience from previous roles at BPM LLP, goVirtualOffice, NetSuite Solution Provider and Quest CE. Aaron Thompson holds a 2003 - 2007 MBA in Finance @ Marquette University. With a robust skill set that includes Alternative Investments, Asset Management, Asset Managment, Banking, CRM and more. Aaron Thompson has 1 emails and 2 mobile phone numbers on RocketReach.
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