Aubrey Wood's Location
Dallas, Texas, United States
Aubrey Wood's Work
- Senior Financial Planner @ Capital Advisors
- Financial Planner @ Capital Advisors
- Relationship Manager @ Fidelity Investments
- Financial Representative @ Fidelity Investments
- Brokerage Operations Representative I @ Fidelity Investments
- Operations and Service Associate @ Fidelity Investments
- Community Investment Intern @ United Way of Larimer County
Aubrey Wood's Education
- Colorado State University
Bachelor of Science (B.S.) (Human Development and Family Studies)
2006 - 2011 - Cinco Ranch High School
General Studies
2003 - 2006
Aubrey Wood's Skills
- Customer Service
- Microsoft Office
- Leadership
- Finance
- Sales
- Microsoft Excel
- Investments
- Research
- Banking
- Social Media
Aubrey Wood's Summary
Aubrey Wood, based in Dallas, Texas, United States, is currently a Senior Financial Planner at Capital Advisors, bringing experience from previous roles at Capital Advisors and Fidelity Investments. Aubrey Wood holds a 2006 - 2011 Bachelor of Science (B.S.) in Human Development and Family Studies @ Colorado State University. With a robust skill set that includes Customer Service, Microsoft Office, Leadership, Finance, Sales and more, Aubrey Wood contributes valuable insights to the industry. Aubrey Wood has 2 emails and 1 mobile phone number on RocketReach.
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