Aaron Spatz

Aaron Spatz has a diverse work experience in the financial industry. Aaron most recently worked as a VP - Texas - Mountain States - Pacific Northwest at Perpetual Limited, where they were responsible for the distribution of mutual funds and SMAs. Prior to that, they worked as a VP Portfolio Manager at First Western Trust and VP of Distribution at Vision 4 Fund Distributors. Aaron also gained extensive experience during their tenure at AIG Funds and OppenheimerFunds, where they held positions as a VP Regional Sales Manager. Additionally, Aaron started their career as a Financial Advisor at American Express Financial Advisors, where they provided investment and wealth management services to high net worth individuals and corporate clients.

Aaron Spatz attended the University of Wisconsin Milwaukee from 1996 to 2001, where they obtained a Bachelor of Business Administration (BBA) degree with a focus on Finance, General.