Aaron Sanchez Email and Phone Number
I am currently a senior studying Finance and Economics at East Stroudsburg University on track to become a financial advisor in the future. I have relevant experience interning for Lighthouse Planning Consultants, East Coast Advisory, and Northwestern Mutual. I'm eager to help a growing RIA by allowing advisors to spend more time within their superpower.Furthermore, I compete in the jumping events for ESU Men's Track and Field in which I am a 6x PSAC qualifier and 1x PSAC Champion. My best event is the high jump where I've successfully cleared 6 foot 6.75 inches. In the following years, I'm looking to improve upon my marks and continue to search for my physical limits in the sport. Ask me about my journey in sports as they have no doubt shaped me into the confident, hard-working, and educative person I am today!
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ParaplannerMenninger & Associates Financial PlanningCollegeville, Pa, Us
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Student AthleteNcaa Aug 2021 - PresentIndianapolis, In, UsMen's Track and Field -
Financial RepresentativeNorthwestern Mutual Jun 2024 - Oct 2024Milwaukee, Wi, UsAssisted in creating financial plans for clients, including investment strategies, insurance solutions, and retirement planning. Engaged in over 70 client meetings to gain insights into their financial goals and objectives, providing recommendations and updates as needed. Developed strong client relationship management skills through regular follow-ups and proactive communication. Participated in training sessions and workshops on financial products, sales techniques, and industry regulations to enhance professional knowledge and skills. -
Peer TutorEast Stroudsburg University Of Pennsylvania Aug 2022 - Oct 2024East Stroudsburg, Pa, Us -
Sales AssociateWehrung'S Jun 2022 - Dec 2023Ottsville, Pennsylvania, UsAt Wehrung's, I learned valuable information regarding hardware, home improvement, building material, propane fill-up, and even some forklift training. Furthermore, I developed applicable skills like customer service, public speaking, client and employee relations, and time management. -
Financial Advising InternEast Coast Advisory May 2023 - Aug 2023West Chester, Pennsylvania, Us -
Financial Planning InternLighthouse Planning Consultants May 2022 - Aug 2022At Lighthouse Planning Consultants, I worked under two of the most successful financial advisors in the tri-state area, Marc Neumann and Michael Byrne. My primary tasks included updating client profile information, assisting advisors by preparing advisor-to-client portfolio presentations, and general help to all team members at the firm.My time at the company exposed me to industry-leading software such as eMoney, Omnisource, Morningstar, EBIX, and Microsoft excel. Furthermore, I have expanded my network by having introductions to other advisors, team members at Lighthouse, and employees of Lincoln Financial Group.
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Front Desk StaffKinetix Tennis 2020 - 2021While working at Kinetix Sports Club, I was in charge of operating both Kinetix Tennis and Kinetix Fitness Club. In my role, I opened and closed the facilities, scheduled tennis lessons, created fitness and tennis memberships, took payments and worked the register, answered the phone, and conducted general cleaning each shift.
Aaron Sanchez Education Details
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East Stroudsburg University Of PennsylvaniaFinance And Economics -
Methacton High SchoolHigh School Diploma
Frequently Asked Questions about Aaron Sanchez
What company does Aaron Sanchez work for?
Aaron Sanchez works for Menninger & Associates Financial Planning
What is Aaron Sanchez's role at the current company?
Aaron Sanchez's current role is Paraplanner.
What schools did Aaron Sanchez attend?
Aaron Sanchez attended East Stroudsburg University Of Pennsylvania, Methacton High School.
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