Aidan Finet
Wealth Manager at Deerfield | Helping clients use their wealth to create more of what is worthwhile in their lives
- Role
- Wealth Manager at Deerfield Financial Advisors
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Aidan Finet
Grounded in the belief that the purpose of wealth is to pursue and promote worthwhile…
Experience
Wealth Manager
Jul 2025 — Present · Indianapolis, IN, US
Education
College for Financial Planning
Financial Planning Principles, Risk Management, Investment, Tax, Retirement, and Estate Planning
2018 — 2020
Indiana University Bloomington
Bachelor of Science in Public Affairs - BSPA, Management and Business
2014 — 2018
Skills
- Corporate Finance
- Emoney
- Financial Accounting
- Interpersonal Communication
- Microsoft Excel
- Portfolio Management
- Managerial Finance
- Customer Service
- Investments
- Microsoft Access/Excel
- Junxure
- Effective Collaboration
- Tax Planning
- Entrepreneurship
- Worldox
- Webex
- Asset Management
- Financial Modeling
- Quantitative Analytics
- Quantitative Analysis
- Financial Planning
- Financial Analysis
- Finance
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