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@sbcglobal.net
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2 phones found area 310
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Aaron Edwards is listed as Managing Director at New Age Alpha crafting investor-centric AI powered investment solutions at New Age Alpha, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at sbcglobal.net, phone signal with area code 310, and a matched LinkedIn profile for Aaron Edwards.
Aaron Edwards previously worked as Managing Director at New Age Alpha and Managing Director at Clear Sky Advisers. Aaron Edwards holds Bba, Finance from Texas Mccombs School Of Business.
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AeroLeads found 1 current-domain work email signal for Aaron Edwards. Compare company email patterns before reaching out.
Leading the southern U.S. distribution and broker/dealer engagements at New Age Alpha, my role is pivotal in offering innovative, investor-centric index solutions. Our team collaborates to craft customized financial products, merging active management potential with a systematic approach that lead to optimized investment strategies.Reflecting on my recent tenure at Clear Sky Advisers, we achieved remarkable AUM growth by leveraging my competencies in retirement planning and asset management. This success sets a precedent for my current mission: to elevate New Age Alpha's presence and forge strong partnerships, delivering AI-powered investment solutions that meet and exceed our clients' expectations.
Listed skills include Mutual Funds, Retirement Planning, Series 63, Series 7, and 20 others.
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Rye, New York, US
I manage distribution and B/D relationships for all channels in southern US. New Age Alpha offers indexes built to create a wide range of investable financial products as well as pre-constructed mutual fund and SMA portfolios. Our approach to index construction is investor-centric. By merging the alpha potential of active management with the benefits of a.
Wheaton, Illinois, US
Was in top 10 for all ETF wholesalers at First Trust for asset growth during my tenure. Tripled AUM for FT ETFs in territory in only 2 years. Responsible for taking a $350MM AUM territory - at time of hire - to an AUM of approximately $1.2BB at my departure.
Responsible for territory annual sales growth from $10mm/yr to $600+mm/yr. Total territory AUM went from $50MM to over $2BB under my tenure. Top 3 in sales throughout the organizationResponsible for continued asset growth of Guggenheim Investments and Transparent Value Equity
OO
Currently top 3 in Wirehouse Sales YTD and top 5 in the FirmTook regional territory from a bottom quartile territory to a top 5 Wirehouse Territory for the year 2009 in 9 monthsSun Council Member for 2009 and 2010 - comprised of the top 15 sales professionals and management Helped mentor ISC into the newly developed "Top Gun" programHelped develop all new.
Radnor, PA, US
Leaders Club (2005 to 2008) Responsible for: Sharing ideas that drive business in my territory with others across the country#1 Sales in Wire Channel for Nation in 2005#2 Sales in Wire Channel for Nation in 2006 and 2007 (average increase 20% YOY)Top 3 in the Nation in New Producers 2005, 2006, 2007
New York, NY, US
Increased sales in separately managed account business by over 100% in 2003 (leads Southwest region and top 5 in the firm) Responsible for driving sales in all affiliated product areas: 1) mutual funds, 2)variable annuities, 3)separately managed accounts, 4) "wrap" products Responsible for implementing a Consultative Sales Approach with brokers.
Tripled sales in region from previous years numbers in both mutual funds and Triple Crown Variable Annuity products Member of the Chairman's Club 2002 Comprised of top wholesalers in the company based on production Responsibilities include developing new "value added" platforms and helping other wholesalers develop successful territories Rookie.
Raised firm record for territory ($500+ million) and was in the top 5 of all statistical sales categories including doubling the region's sales goal for 2000 Responsible for raising sales goals in Prudential and Paine Webber from 86% and 69% respectively, to each over 150% to goal for the year 2000
Responsible for retention and acquisition of assets
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Aaron Edwards works for New Age Alpha.
Aaron Edwards is listed as Managing Director at New Age Alpha crafting investor-centric AI powered investment solutions at New Age Alpha.
AeroLeads has found 1 work email signal at @sbcglobal.net for Aaron Edwards at New Age Alpha.
AeroLeads has found 2 phone signal(s) with area code 310 for Aaron Edwards at New Age Alpha.
Aaron Edwards is based in Dallas-Fort Worth Metroplex, United States, United States while working with New Age Alpha.
Aaron Edwards has worked for New Age Alpha, Clear Sky Advisers, First Trust, Guggenheim Partners Investment Management Llc, and Sun Life Financial.
You can use AeroLeads to view verified contact signals for Aaron Edwards at New Age Alpha, including work email, phone, and LinkedIn data when available.
Aaron Edwards holds Bba, Finance from Texas Mccombs School Of Business.
Aaron Edwards is listed with skills including Mutual Funds, Retirement Planning, Series 63, Series 7, Investments, Fixed Annuities, Asset Allocation, and Wealth Management.
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