Aaron C. Gates
Client Advisor & Financial Planning Specialist at CooksonPeirce
- Role
- Client Advisor & Financial Planning Specialist at Cooksonpeirce
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Client Advisor & Financial Planning Specialist
Jan 2019 — Present · Pittsburgh, PA, US
Education
Kansas State University
Graduate Certificate, Financial Therapy
Kansas State University
Master of Science - MS, Personal Financial Planning
Kansas State University
Graduate Certificate, Advanced Financial Planning
The University of Akron
Bachelor of Business Administration (B.B.A.), Finance - Financial Planning
Skills
- Management
- Customer Service
- Public Speaking
- Powerpoint
- Training
- Event Planning
- Microsoft Word
- Social Networking
- Time Management
- Microsoft Office
- Research
- Sales
- Social Media
- Microsoft Excel
- Leadership
- Teamwork
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