Director - Technology and Product Development @ Sapient Capital (May 2024 - Present)
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
Portfolio Management
Financial Modeling
Capital Markets
Securities
Operations
Investments
Asset Management
Retirement
Fixed Income
Asset Allocation
Financial Analysis
Series 7
Retirement Planning
Equities
Mutual Funds
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 and Stifel Financial Corp.. Aaron Tomlin holds a 2007 - 2010 Bachelor of Science (BS) in Finance, General @ Indiana Wesleyan University. With a robust skill set that includes Portfolio Management, Financial Modeling, Capital Markets, Securities, Operations and more. Aaron Tomlin has 3 emails and 1 mobile phone numbers on RocketReach.
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