Aidan Finet Email & Phone Number
Wealth Manager @ Deerfield Financial Advisors
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Aidan Finet Location
- Indianapolis, IN, US
Aidan Finet Work
- Wealth Manager @ (July 2025 - Present)
- Associate Advisor @ (June 2018 - July 2025)
- Vice President @ (September 2016 - May 2018)
- Financial Planning Intern @ (August 2013 - August 2017)
- Finance Committee Intern @ (May 2015 - August 2015)
- State Conference Participant @ (February 2013 - February 2013)
Aidan Finet Education
- College for Financial Planning
Financial Planning Principles (Risk Management, Investment, Tax, Retirement, and Estate Planning)
2018-2020 - Indiana University Bloomington
Bachelor of Science in Public Affairs - BSPA (Management and Business)
2014-2018
Aidan Finet Skills
- Private Wealth Management
- Family Wealth Management
- Wealth Management Services
- Investment Strategies
- Financial Planning
- Microsoft Excel
- Asset Management
- Finance
- Financial Analysis
- Investments
- Portfolio Management
- Financial Modeling
- Customer Relationship Management (CRM)
- Interpersonal Communication
- Customer Service
- Junxure
- Worldox
- WebEx
- Tax Planning
- Effective Collaboration
- Microsoft Access/Excel
- eMoney
- Social Media Marketing
Aidan Finet Summary
- Aidan Finet, based in Indianapolis, IN, US, is currently a Wealth Manager at Deerfield. Aidan Finet brings experience from previous roles at Deerfield, Nonprofit Leadership Alliance, Galecki Financial Management and Fort Wayne Trails, Inc.. Aidan Finet holds a 2018 - 2020 Financial Planning Principles in Risk Management, Investment, Tax, Retirement, and Estate Planning @ College for Financial Planning. With a robust skill set that includes Private Wealth Management, Family Wealth Management, Wealth Management Services, Investment Strategies, Financial Planning and more. Aidan Finet has 2 emails and 2 mobile phone numbers on RocketReach.
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