Director - Technology and Product Development @ Sapient Capital (May 2024 - May 2026)
Director @ Sapient Capital (February 2023 - May 2024)
Sr. Portfolio Analyst @ (April 2013 - February 2023)
Client Relationship Associate @ (June 2012 - April 2013)
Client Service Associate @ (June 2011 - June 2012)
Intern @ (November 2010 - May 2011)
Aaron Tomlin Education
Indiana Wesleyan University
Bachelor of Science (BS) (Finance, General)
2007-2010
Aaron Tomlin Skills
Asset Allocation
Asset Management
Capital Markets
Equities
Financial Analysis
Financial Modeling
Fixed Income
Investments
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 7
Operations
Aaron Tomlin Summary
Aaron Tomlin, based in Indianapolis, IN, US, is currently a Director, Strategic Partnerships and Client Solutions at Ridgeway Lane. Aaron Tomlin brings experience from previous roles at Sapient Capital, Stifel Financial Corp. and ProCourse Fiduciary Advisors, LLC. Aaron Tomlin holds a 2007 - 2010 Bachelor of Science (BS) in Finance, General @ Indiana Wesleyan University. With a robust skill set that includes Asset Allocation, Asset Management, Capital Markets, Equities, Financial Analysis and more. Aaron Tomlin has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Aaron Tomlin?
Find contact details for 700 million professionals.