Aaron Danielson
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Aaron Danielson Email & Phone Number

Options Trader at Self Employed
Location: West Des Moines, Iowa, United States 5 work roles 2 schools
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Current company
Role
Options Trader
Location
West Des Moines, Iowa, United States

Who is Aaron Danielson? Overview

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Quick answer

Aaron Danielson is listed as Options Trader at Self Employed, based in West Des Moines, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Aaron Danielson.

Aaron Danielson previously worked as Financial Representative at Financial Architects Inc. and Customer Service Representative at Wells Fargo. Aaron Danielson holds Bachelor Of Science In Business Administration, Finance (Investments Track), 3.6/4.0 from Drake University.

Company email context

Email format at Self Employed

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Self Employed

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Profile bio

About Aaron Danielson

Is your financial future worth 30 minutes of your time?You are unique. Your needs are unique, and I want to make sure that you have a plan that fits you regardless of where you are on your financial journey. Are you saving enough? Is your family or business protected? Can you retire, or are you afraid you'll run out of money? Are you confused by all of the financial information, and misinformation, out there?I help my clients organize their financial life and educate them on the best ways to protect their families, build wealth, minimize taxes, enjoy retirement, and find financial confidence and independence.Contact me at Aaron.Danielson@FAIowa.com or 515-508-1804 to set up a time to talk.

Listed skills include Business Administration, Estate Planning, Cash Flow Analysis, Investments, and 8 others.

Current workplace

Aaron Danielson's current company

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Self Employed
Self Employed
Options Trader
West Des Moines, IA, US
AeroLeads page
5 roles

Aaron Danielson work experience

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Options Trader

Self Employed

West Des Moines, IA, US

Financial Representative

Current

Clive, Iowa, United States

Hold meetings with prospective and active clients to build rapport, get to know their goals, introduce our philosophy and process, and help them find the most advantageous strategies for wealth building. Educate clients by simplifyng complex concepts such as the time value of money, standard deviation, exponential curves, fees and taxes for clients, and.

Jun 2020 - Present

Securities Trader

West Des Moines, IA

Actively trading a portfolio of stocks and options for income, using a variety of methods including the utilization of margin and short positions.Researching various trading strategies including extensive backtesting and strategy development.Staying current on economic factors that drive markets, such as; political developments, international trade.

Oct 2007 - Jun 2020

Customer Service Representative

Handled customer calls about their credit card accounts.Researched customer questions using Wells Fargo’s computer systems and communicated with other branches of Wells Fargo and other banks.Resolved customer complaints to ensure they remained satisfied customers.Left detailed notes on accounts after each call.Looked for synergies to make appropriate.

Jan 2006 - Jul 2007

Employment Verification Team Lead

Verified employment for mortgage applicants using internet searches and other tools to determine that the company existed and that the applicant worked there and earned the income stated on their application.Left detailed notes on verifications that showed proof of employment was determined satisfactorily.Managed a team of six to ten people and assisted.

Jul 2005 - Jan 2006
2 education records

Aaron Danielson education

Bachelor Of Science In Business Administration, Finance (Investments Track), 3.6/4.0

Graduated Cum Laude Dean's List and President's List Awarded 1 of 13 Scholarships for the June 2020 CFA Level 1 Exam Completed Bloomberg.

Aa Business Administration, Business, 3.9/4.0

Activities and Societies: Phi Theta Kappa3 Semesters on the President's List and 1 Semester on the Dean's List

FAQ

Frequently asked questions about Aaron Danielson

Quick answers generated from the profile data available on this page.

What company does Aaron Danielson work for?

Aaron Danielson works for Self Employed.

What is Aaron Danielson's role at Self Employed?

Aaron Danielson is listed as Options Trader at Self Employed.

Where is Aaron Danielson based?

Aaron Danielson is based in West Des Moines, Iowa, United States while working with Self Employed.

What companies has Aaron Danielson worked for?

Aaron Danielson has worked for Self Employed, Financial Architects Inc., Wells Fargo, and Datavision.

How can I contact Aaron Danielson?

You can use AeroLeads to view verified contact signals for Aaron Danielson at Self Employed, including work email, phone, and LinkedIn data when available.

What schools did Aaron Danielson attend?

Aaron Danielson holds Bachelor Of Science In Business Administration, Finance (Investments Track), 3.6/4.0 from Drake University.

What skills is Aaron Danielson known for?

Aaron Danielson is listed with skills including Business Administration, Estate Planning, Cash Flow Analysis, Investments, Bloomberg, Excel, Finance, and Disability Insurance.

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