Senior Financial Advisor @ (August 2025 - September 2026)
Financial Advisor, Senior Associate @ (September 2024 - August 2025)
FADP Senior Associate @ (June 2023 - September 2024)
Finance Intern @ (June 2022 - August 2022)
Front of House Staff @ Everly (May 2021 - September 2021)
Junior Groundskeeper @ Garrison Land Management (May 2020 - August 2020)
Junior Counselor @ (June 2018 - August 2019)
Crew Member @ (June 2017 - September 2017)
Janitor @ (June 2016 - August 2016)
Aidan Simpson Education
Utah Valley University
Master of Science in Finance (Financial Planning and Services)
2024-2026
University of Wisconsin-Madison
Bachelor's degree (Personal Finance)
2019-2023
Aidan Simpson Skills
Analytical Skills
Candor
Career Development Coaching
Certified Financial Planner
Client Relations
Coaching & Mentoring
Communication
Consulting
Creative Problem Solving
Customer Service
Data Analysis
English
Executive Leadership
Finance
Financial Analysis
Financial Services
Interpersonal Communication
Investments
Leadership
Management
Microsoft Excel
Oral Communication
Organizational Effectiveness
People Development
Problem Solving
Rowing
Sales
Self-confidence
Team Building
Team Leadership
Teamwork
Time Management
Wealth Management Services
Aidan Simpson Summary
Aidan Simpson, based in Chicago, IL, US, is currently a Senior Relationship Manager at Robinhood. Aidan Simpson brings experience from previous roles at Vanguard and Capital Investment Services of America, Inc.. Aidan Simpson holds a 2024 - 2026 Master of Science in Finance in Financial Planning and Services @ Utah Valley University. With a robust skill set that includes Analytical Skills, Candor, Career Development Coaching, Certified Financial Planner, Client Relations and more. Aidan Simpson has 3 emails on RocketReach.
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