Aaron is a seasoned professional with a diverse background in finance. He is currently in the process of starting his own investment advisory service and teaches Macro & Micro Economics at the Community College of Baltimore County. Aaron has spent ten years in various areas of finance which include banking, wealth management/financial planning and strategic management. He has extensive knowledge of all aspects of personal finance, ranging from retirement planning to wealth distribution as he managed a book of business with over $50 million dollars in assets, helping his clients achieve their financial goals. Additionally, Aaron is well versed in strategic management where he has created and implemented strategies to help companies sustain long-term competitive advantage.
Aaron currently holds a General Securities Representative License (Series 7), Investment Company and Variable Contracts Products Representative License (Series 6), Investment Advisor Law Representative License (Series 65), Uniform Securities State Law License (Series 63) and Life, Health, Variable Life Insurance licenses. In addition, Aaron has a Bachelor’s Degree in Business from the University of Maryland and a Masters of Business Administration (MBA) from University of Maryland University College.
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