Aaron Koss

Client Manager at Zizzl

Aaron Koss has worked in a variety of roles since 2014. In 2017, they worked as a Financial Planning Specialist for Cornerstone Advisors of Ameriprise Financial. The following year, they were a Cloud Generation Specialist for Pax8. In 2019, they worked as an Arborist for Antigo Arborists. Currently, they are working for zizzl as a Client Manager, Service Operations Analyst, and Research Intern.

Aaron Koss obtained a Bachelor of Business Administration (BBA) from the University of Wisconsin-Milwaukee in 2017, majoring in Finance. Aaron then went on to pursue a Master of Business Administration (MBA) from the same university, graduating in 2021 with a concentration in Business Analytics. In October 2021, Aaron obtained a Wisconsin Health and Accident Insurance Licensed Agent and a Wisconsin State Life Insurance Licensed Individual from the Wisconsin Office of the Commissioner of Insurance (OCI). Aaron is also currently working towards a CRPC certification from the College for Financial Planning.

Links

Previous companies

Pax8 logo

Timeline

  • Client Manager

    February, 2022 - present

  • Service Operations Analyst

    June, 2021

  • Research Intern

    November, 2020