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

  1. Client Advisor & Financial Planning Specialist

    Cooksonpeirce

    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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Aaron C. Gates — Client Advisor & Financial Planning Specialist at Cooksonpeirce in Pittsburgh, PA, US | Unifers