Aidan Delaney
Financial Consultant Trainee
- Role
- Financial Consultant Trainee at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Aidan Delaney
Recent Finance graduate from Elon University with hands-on experience in valuation, budgeting, and day-to-day operations. At Red’s Best and the Chatham Fish Pier, I coordinated pickups for 8–10 boats, optimized truck weight compliance, supported cost tracking/inventory, and handled HMS paperwork.In school, I applied finance fundamentals to real projects—building a DCF and peer comps for Procter & Gamble and developing estate/retirement planning cases. I’m looking to bring strong Excel, attention to detail, and a process-improvement mindset to a corporate finance or FP & A role.
Experience
Financial Consultant Trainee
Jan 2026 — Present · Charlotte, NC, US
Currently training on-site at Principal Financial Group through Associate Staffing as part of a financial consultant licensing program. Working daily in the Principal office while completing Series 7 and Series 66 requirements and learning the firm’s advisory, planning, and compliance processes.
Education
Elon University
BSBA
2021 — 2025
Newton South High School
High School Diploma
2017 — 2021
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