Aaron Paolini

Financial Services Associate @Treloar & Heisel

New Castle, PA, US
EMAILS
a•••••••@treloaronline.com
MOBILE NUMBERS
+17•••••••75

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WORK HISTORY

Apr 2016 — Present

Financial Services Associate @Treloar & Heisel

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New Castle, PA

As a financial services associate I specialize in advising graduating dental students and dental specialty residents in the areas of disability and malpractice insurance. Once dental school graduates become clients we will work together to help with further investment, retirement planning and insurance needs.

EDUCATION

2009 — 2013

Slippery Rock University of Pennsylvania

Accounting and Finance

ABOUT AARON PAOLINI

I am currently a financial services associate at Treloar & Heisel. I am licensed in Life, Accident, and Health Insurance as well as Property and Casualty Insurance. As a financial services associate I specialize in advising graduating dental students in the areas of disability and malpractice insurance. Once dental school graduates become clients we will work together to help with further investment, retirement planning and insurance needs. Treloar & Heisel is a comprehensive financial planning firm specializing in insurance, investment and retirement planning. Treloar & Heisel is the largest provider of financial services to dental professionals across the country. We have over clients nationwide.

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