Aaron Anson

Experience

1. Manager Advisor Operations

   CAPTRUST

   Jul 2022 — Present · Kansas City, MO, US

   In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

Education

• Avila University

  MBA, Management

  2010 — 2012

• University of Central Missouri

  Bachelor's, Finance

  2002 — 2006

Skills

• Portfoliocenter
• Portfolio Management
• Sales
• Series 65
• Financial Markets
• Project Management
• Team Leadership
• Relationship Management
• Outsourcing
• Charles Schwab
• Asset Management
• Management
• Strengthsfinder
• Financial Services
• Crm
• Investments
• Schwab Openview Integrated Office
• Salesforce.com
• Lean Six Sigma
• Staffing Models
• Customer Service
• Practice Management
• Strategic Leadership