Aaron A.

Aaron A.'s work experience includes roles at several financial institutions. Aaron served as a Director, Portfolio Construction Strategist at Brown Shipley | A Quintet Private Bank from 2021 to the present. Prior to that, they were a Director, Investment Oversight at the same company from 2021 to 2022. From 2017 to 2020, Aaron worked as an Investment Analyst (CIO Office) at Santander Asset Management UK, providing analysis and solutions on funds, investment strategies, and asset classes. Aaron also worked as a Relationship Manager (Private Banking) at Banco Santander from 2015 to 2017, and as a Banking Advisor from 2013 to 2015. Aaron has experience in various areas, including client relationship management, sales, and financial analysis.

Aaron A. has a diverse education history that spans several institutions and fields of study. From 2021 to 2024, they attended the CFA Institute and pursued a degree in Investments and Securities, obtaining a CFA certification. Prior to that, from 2010 to 2013, Aaron attended The Chartered Banker Institute, where they earned a Professional Banker Diploma. This diploma covered a range of subjects, including Banking, Corporate, Finance, and Securities Law. Additionally, in 2010, Aaron completed a Professional Banker Certificate from The Chartered Banker Institute, with a focus on Banking.