Aaron Merten
Investment Strategist & Paraplanner at Merten Capital -- Guiding individuals and families to financial freedom with a high touch and personalized approach
- Role
- Investment Strategist & Paraplanner at Merten Capital
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Aaron Merten
As Lead Investment Specialist at Merten Capital, I contribute to the development and…
Experience
Investment Strategist & Paraplanner
Dec 2024 — Present · Dayton, OH, US
Develop and execute investment strategies at Merten Capital; conduct market analysis and guide our investment decisions• Engage with external partners and firms to incorporate products and funds where they fit best with our clients\' needs• Monitor investment performance, providing updates to senior management for informed decision-making.
Skills
- Writing
- Teaching English
- Staff Development
- Javascript
- Teaching Writing
- Customer Service
- Microsoft Word
- Front-End Development
- Web Design
- Education
- Presenter
- Responsive Web Design
- Python
- Curriculum Development
- Web Development
- Excel
- Teaching
- Front End Engineering Design (Feed)
- Html
- Public Speaking
- Word
- Microsoft Office
- Cascading Style Sheets (Css)
- Higher Education
- Jquery
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