Aaron Ferguson
Executive Director, Relationship Manager, Wells Fargo Commercial Auto
- Role
- Executive Director, Relationship Manager, Wells Fargo Commercial Auto at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Aaron Ferguson
I am a committed, results orientated financial markets professional and motivated people…
Experience
Executive Director, Relationship Manager, Wells Fargo Commercial Auto
Feb 2025 — Present · Charlotte, NC, US
Education
Stockbrokers Association of Australia
Masters, Stockbroking
2007 — 2009
University of the Sunshine Coast
Masters, Financial Planning
2006 — 2010
FINRA
California Life Insurance License
FINRA
Series 7
Kaplan Financial Education
Series 63
2013
Skills
- Income Protection
- Investment Strategies
- Alternative Investments
- Private Banking
- Funding
- Influential Communicator
- Investment Advisory
- Investments
- Personal Financial Planning
- Due Diligence
- Financial Markets
- Sales Management
- Pensions
- Change Management
- Wealth Management Services
- Etfs
- Financial Advisory
- Strategy
- Equities
- Financial Reporting
- Operational and Risk Management
- New Business Development
- Retirement
- Strategic Financial Planning
- Superannuation
- High Net Worth Individuals
- Wealth Management
- Relationship Management
- Customer Retention
- Portfolio Management
- Loans
- Insurance
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Life Insurance
- Retirement Planning
- Securities
- National Distibution
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