Aimee Adler Email & Phone Number
Financial Planner @ Shufro, Rose & Co, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Aimee Adler Location
- New York, NY, US
Aimee Adler Work
- 2025 -now Financial Planner @
- 2024 -2024 Wealth Planning Analyst @
- 2022 -2024 Wealth Management Associate @
- 2022 -2022 Associate, Wealth Analyst @ Round Table Wealth Management - Merged with Cerity Partners
- 2019 -2022 Client Services Associate @
- 2018 -2019 North American Events Administrator @
- 2018 -2018 Program Coordinator @ URJ Henry S. Jacobs Camp
- 2017 -2018 Sales Development Consultant @
- 2014 -2018 Student Worker @
- 2017 -2017 CHAPS Women's Sales Intern @
- 2015 -2016 Temporary Receptionist @
- 2016 -2016 Student Intern @
- 2016 -2016 Summer Intern @
- 2015 -2015 Counselor @ URJ Henry S. Jacobs Camp
Aimee Adler Education
- Tulane University - A.B. Freeman School of Business
Bachelor's Degree (Finance and Management)
2014-2018
Aimee Adler Summary
- Aimee Adler, based in New York, NY, US, is currently a Financial Planner at Shufro Rose. Aimee Adler brings experience from previous roles at Shufro Rose, Cerity Partners, Round Table Wealth Management - Merged with Cerity Partners and Payne Capital Management. Aimee Adler holds a 2014 - 2018 Bachelor's Degree in Finance and Management @ Tulane University - A.B. Freeman School of Business. Aimee Adler has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Aimee Adler?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co