Aaron M Moran

Expert Financial Analyst

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Location:

7272 east Indian School Rd, Scottsdale, AZ 85251

Industry:

Financial Services

Work:

Fender Musical Instruments Corporation Feb 2019 - May 2020
Senior Financial Analyst, Marketing
Reading International May 2018 - Feb 2019
Senior Financial Analyst
Cornerstone Advisors Nov 2015 - May 2018
Analyst at Cornerstone Advisors
Vanguard Oct 2013 - Nov 2015
Fixed Income Specialist
Vanguard Jan 2013 - Oct 2013
High Net Worth Relationship Manager

Education:

Cfa Institute 2013
Arizona State University 2003 - 2007
Bachelors, Bachelor of Science, Psychology

Skills:

Series 7
Series 66
Mutual Funds
Investments
Retirement
Etfs
Asset Allocation
Equities
Brokerage
Bonds
Relationship Management
Trading
Finance
Fixed Income
Portfolio Management
Financial Services
Financial Analysis
Microsoft Office
Securities
Consulting
Analysis
Business Analysis
Retirement Planning
Data Analysis
Trend Analysis
Financial Modeling
Market Analysis
Microsoft Excel
Business Strategy
Business Intelligence
Strategic Planning
Project Management
Corporate Finance
Market Research
Marketing
Microsoft Powerpoint
Microsoft Outlook
Leadership
Customer Service
Teamwork
Client Surveys
Sql
Visual Basic
Microsoft Word
Employee Engagement
Linear Regression
Coaching and Mentoring
Forecasting
Strategy
Management
Public Speaking
Risk Management
Team Leadership
Research
Behavioral Finance

Interests:

Animal Welfare

Certifications:

Cfa Level I Successfully Completed
Series 7
Series 66
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Cfa Level Ii Candidate

Aaron Moran

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Aaron Moran

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Aaron Moran

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Location:

United States