Greg Aagaard Email & Phone Number
Partner | Wealth Advisor @ RAI Wealth
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Greg Aagaard Location
- Wheaton, IL, US
Greg Aagaard Work
- Partner | Wealth Advisor @ (January 2021 - Present)
- Market Development Officer | Wealth Advisor @ (January 2016 - January 2021)
- Partner | Director @ Elkhorn Investments (January 2013 - January 2016)
- Vice President @ (January 2005 - January 2013)
Greg Aagaard Education
- Augustana College
Bachelor of Arts (BA) (Business Administration, Marketing and Management)
2001-2005
Greg Aagaard Skills
- Alternative Investments
- Asset Allocation
- Building Relationships
- Business Development
- ETFs
- Finance
- Financial Services
- Investments
- Leadership
- Mutual Funds
- Portfolio Management
- Public Speaking
- Relationship Management
- Sales
- Separately Managed Accounts
- Series 66
- Strategic Partnerships
- Structured Products
- Unit Trusts
Greg Aagaard Summary
- Greg Aagaard, based in Wheaton, IL, US, is currently a Partner | Wealth Advisor at RAI Wealth. Greg Aagaard brings experience from previous roles at Hightower Signature Wealth, Elkhorn Investments and Guggenheim Investments. Greg Aagaard holds a 2001 - 2005 Bachelor of Arts (BA) in Business Administration, Marketing and Management @ Augustana College. With a robust skill set that includes Alternative Investments, Asset Allocation, Building Relationships, Business Development, ETFs and more. Greg Aagaard has 1 emails and 1 mobile phone numbers on RocketReach.
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