Aimee Bennett Email & Phone Number
Manager, Projects and Portfolio Reporting and Trading, Investment Operations @ Blue Trust
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Aimee Bennett Location
- Dawsonville, GA, US
Aimee Bennett Work
- 2021 - now Manager, Projects and Portfolio Reporting and Trading, Investment Operations @
- 2018 - 2021 Project and Reporting Manager, Investment Operations @
- 2017 - 2018 Property Manager @ Escape to Blue Ridge
- 2017 - 2017 Property Service Manager @
- 2016 - 2017 Front Desk Agent @
- 2013 - 2016 Patient Care Advocate @
- 2011 - 2012 Manager, Data Services and Back Office Services @ Interactive Advisory Software
- 2007 - 2011 Manager, Portfolio Accounting Group @
- 2006 - 2007 Portfolio Analyst @ Centara Capital
- 1999 - 2006 Asset Allocation Manager and Financial Analyst @ The Alder Financial Group
Aimee Bennett Education
- Georgia Military College-Valdosta Campus
Associate of Science (A.S.) (Pre-Nursing Studies)
2012 - 2013 - Georgia State University
Specialized Masters of Science (Real Estate)
2009 - 2011 - University of Georgia
Bachelor of Business Administration (B.B.A.) (Finance)
1998 - 1999 - Darton College
Associate of Science (Business Administration)
1995 - 1997 - Westover Comprehensive High School
College Prep (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1989 - 1993
Aimee Bennett Skills
- Account Reconciliation
- Six Sigma Green Belt
- Project Management
- Portfolio Management
- Accounting
- Mutual Funds
- Investments
- Valuation
- Financial Modeling
- Asset Allocation
- Wealth Management
- Insurance
- Strategic Financial Planning
- Asset Managment
- Financial Services
- Asset Management
- Customer Service
- CRM
- Equities
- Microsoft Excel
- Microsoft Office
- Process Improvement
- Finance
- Financial Planning
- Fixed Income
- Management
- PowerPoint
- Financial Analysis
Aimee Bennett Summary
- Aimee Bennett, based in Dawsonville, GA, US, is currently a Manager, Projects and Portfolio Reporting and Trading, Investment Operations at Blue Trust. Aimee Bennett brings experience from previous roles at Ronald Blue Trust, Escape to Blue Ridge and Tybee Vacation Rentals. Aimee Bennett holds a 2012 - 2013 Associate of Science (A.S.) in Pre-Nursing Studies @ Georgia Military College-Valdosta Campus. With a robust skill set that includes Account Reconciliation, Six Sigma Green Belt, Project Management, Portfolio Management, Accounting and more. Aimee Bennett has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Blue Trust Employees
Dana Kloes
Director, Human Resources, Sr. Partner
Atlanta, GA, US
Joel Robinson
Managing Director
Greenville, SC, US
Robert Nobles
Director - Portfolio Management
Columbus, GA, US
Brian Shepler
President and CEO
Atlanta, GA, US
Kevin Hoover
Director, Operations - Wealth Solutions
Atlanta, GA, US
Mike Haddad
Managing Director
Irvine, CA, US
Pete Kantor
Chief Operating Officer
Atlanta, GA, US
Russ Crosson
Executive Vice Chairman, EVP, Chief Mission Officer
Roswell, GA, US
Derek Irish
Regional Managing Director
Houston, TX, US
David Williams
Vice President, Marketing
Roswell, GA, US
Ryan Anderson
Senior Partner
Houston, TX, US
Aaron Klopfenstein
Managing Director, Central U.S.
Indianapolis, IN, US
Brian McClard
Chief Investment Officer
Atlanta, GA, US
Jeff Wernick
Managing Director
Brentwood, TN, US
David Lawless
Partner
Houston, TX, US
Kevin Klok
Managing Director
Holland, MI, US
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