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Grantham Aif Location
Indianapolis, IN, US
Grantham Aif Work
Director of Education and Wealth @ (October 2026 - Present)
Retirement Plan Education Consultant and Wealth Advisor @ (May 2022 - Present)
Client Relationship Professional @ (June 2021 - May 2022)
Financial Advisor @ (July 2020 - May 2021)
Financial Planning Intern @ (January 2020 - June 2020)
Private Wealth Management Intern @ (August 2019 - December 2019)
Student Affairs Assistant @ (October 2018 - May 2019)
Financial Correspondent Intern @ (May 2018 - August 2018)
Chief Financial Officer @ Full Charge (Student-Run Business) (January 2018 - May 2018)
Grantham Aif Education
Butler University
Bachelor's degree (Finance, General)
2017-2020
Grantham Aif Skills
Asset Allocation
Customer Service
Investment Management
Leadership
Management
Microsoft Excel
Sales
Tax-advantaged Investment Strategies
Teamwork
Wealth Management
Grantham Aif Summary
Grantham Aif, based in Indianapolis, IN, US, is currently a Director of Education and Wealth at HUB International. Grantham Aif brings experience from previous roles at CSi Advisory Services and Thrivent. Grantham Aif holds a 2017 - 2020 Bachelor's degree in Finance, General @ Butler University. With a robust skill set that includes Asset Allocation, Customer Service, Investment Management, Leadership, Management and more. Grantham Aif has 1 emails on RocketReach.
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