Aaron Zander
VP - Platform and Investment Operations @Dynasty Financial Partners
Clearwater, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Feb 2023 — Present
VP - Platform and Investment Operations @Dynasty Financial Partners
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EDUCATION
2012 — 2014
University of South Florida
Master of Science (M.S.), Finance and Entrepreneurship
2007 — 2010
Coastal Carolina University
B.S.B.A, Finance - Corporate Finance / Wealth Management and Investments
SKILLS
Financial MarketsProcess SchedulerRisk ManagementTrainingInventory ManagementGolfSpreadsheetsMicrosoft ExcelMicrosoft WordMicrosoft OfficeValuationAccessFinancial ModelingMicrosoft PowerpointUs EquitiesFinancial Statement AnalysisLpl BranchnetInventory ControlTrading StrategiesCustomer ServiceSap Business OneWealth Management ServicesSalesforce CrmAccounts PayableQuickbooksAccounts ReceivableBudgetAccountingPortfolio ManagementFinanceOutlookTime ManagementResearch
ABOUT AARON ZANDER
Specialties: Specialized Training and Expertise- Portfolio Construction -…
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