Aaron Zander
- Role
- VP - Platform and Investment Operations at Dynasty Financial Partners
- Location
- Clearwater, FL, US
- LinkedIn followers
- 500 followers
About Aaron Zander
Specialties: Specialized Training and Expertise- Portfolio Construction -…
Experience
VP - Platform and Investment Operations
Feb 2023 — Present
Education
University of South Florida
Master of Science (M.S.), Finance and Entrepreneurship
2012 — 2014
Coastal Carolina University
B.S.B.A, Finance - Corporate Finance / Wealth Management and Investments
2007 — 2010
Skills
- Financial Markets
- Process Scheduler
- Risk Management
- Training
- Inventory Management
- Golf
- Spreadsheets
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Valuation
- Access
- Financial Modeling
- Microsoft Powerpoint
- Us Equities
- Financial Statement Analysis
- Lpl Branchnet
- Inventory Control
- Trading Strategies
- Customer Service
- Sap Business One
- Wealth Management Services
- Salesforce Crm
- Accounts Payable
- Quickbooks
- Accounts Receivable
- Budget
- Accounting
- Portfolio Management
- Finance
- Outlook
- Time Management
- Research
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