Aaron Zauner Email & Phone Number
Wealth Management Advisor @ Caldwell Advisors, LLC
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Aaron Zauner Location
- Brentwood, TN, US
Aaron Zauner Work
- Wealth Management Advisor @ (May 2021 - Present)
- Vice President, Financial Consultant @ (June 2007 - May 2021)
- Financial Advisor @ (April 2005 - June 2007)
Aaron Zauner Education
- Eastern Illinois University
B.S. Finance (Finance, General)
2002-2004 - Illinois State University
Finance (General)
2001-2002
Aaron Zauner Skills
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Risk Management
- Team Building
- Project Management
- Marketing
- Business Development
- Strategy
Aaron Zauner Summary
- Aaron Zauner, based in Brentwood, TN, US, is currently a Wealth Management Advisor at Caldwell Advisors, LLC. Aaron Zauner brings experience from previous roles at Fidelity Investments and Ameriprise Financial Services, Inc.. Aaron Zauner holds a 2002 - 2004 B.S. Finance in Finance, General @ Eastern Illinois University. With a robust skill set that includes Finance, Financial Analysis, Financial Planning, Financial Services, Investments and more. Aaron Zauner has 1 emails and 1 mobile phone numbers on RocketReach.
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