Financial Planning Intern @ (October 2022 - May 2023)
CASE Building Student Assistant @ (August 2019 - May 2023)
Wealth Management Intern @ (June 2022 - August 2022)
Food Server @ SALT Restaurant (May 2021 - October 2021)
Restaurant Manager @ Jo's Famous Pizza (August 2018 - August 2019)
Food Server @ Jo's Famous Pizza (March 2017 - August 2019)
Aubrey Klearman Education
University of Colorado Boulder
Bachelor's degree (Business-Finance and Spanish Language)
2019-2023
Universitat de Barcelona
Spanish Language (Spanish Language)
2022-2022
Edmond North High School
High School Diploma
2015-2019
Aubrey Klearman Skills
Black Diamond
eMoney
Money Guide Pro
Salesforce
Enthusiasm
Teamwork
integrity
Spanish
Futurist
Analytical Skills
Easily Adaptable
Strategic Planning
Microsoft Excel
Microsoft Office
Time Management
Customer Service
Leadership
Aubrey Klearman Summary
Aubrey Klearman, based in San Francisco, CA, US, is currently a Associate Financial Planner at YeskeBuie. Aubrey Klearman brings experience from previous roles at Mercer Advisors, University of Colorado Boulder, RMB Capital and SALT Restaurant. Aubrey Klearman holds a 2019 - 2023 Bachelor's degree in Business-Finance and Spanish Language @ University of Colorado Boulder. With a robust skill set that includes Black Diamond, eMoney, Money Guide Pro, Salesforce, Enthusiasm and more. Aubrey Klearman has 2 emails on RocketReach.
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