Aaron Nolan, Cfp® Email & Phone Number

Knoxville, Tn, Us

Knoxville, Tennessee, United States

Knoxville, Tennessee

Knoxville, Tennessee

- Assisted with financial plan development - Created detailed cash flow reports for meetings- Developed basic understanding of eMoney, Money Guide Pro, & FinLife software - Observed various client meetings, presentations, & interactions of PYA Waltman service lines including financial planning, institutional investment management, & retirement consulting - Assisted with research for the planning & investment team

Hurricane, West Virginia

• Sat in on dozens of client meetings such as annual reviews, estate planning, retirement evaluations, financial planning, and debt reduction. Each meeting presented new learning opportunities as well as gave me insight to meeting structure, topics discussed, and an opportunity to engage with clients • Entered updated client information and accounts managed into Bill Good Marketing software •Various admin jobs such as reorganizing hundreds of client files, organization of client account statements, shorting and shredding unnecessary and old office information, as well as anything else asked to do• Oversaw the design and transition to new and updated website • Participated in weekly team meeting

Lynchburg, Virginia Area

Assist in numerous areas of production whether it be running a camera for a sporting event, running scorebox or prompter for a broadcast or show, cropping & editing pictures for a broadcast, selecting highlight reels, or performing any other small or big task asked to

Lynchburg, Virginia Area

Serves as a play by play broadcaster and analyst for select Liberty University sporting events. Games have been featured on ESPN3 & the Big South Sports Network. Has done play by play or been an analyst for men's hockey & men's volleyball.

South Charleston, Wv

Created a unique marketing plan from scratch to reach and connect with the local community Designed and created multiple banners, flyers, door hangers, and other promotional material that was distributed to surrounding businesses and neighborhoodsCreated a detailed database and map of local businesses that weren't insured by the agency and were potential targets. This material was given to agents who would use the map to drive around to local businesses

Cross Lanes, Wv

Managed a broadcasting team of eight. Head of all marketing and raised money by selling commercial spots for each broadcast. Color commentator for 60 high school basketball games and 6 NCAA college basketball games.Play by play broadcaster for 10 high school baseball gamesModerator for one debate

Barboursville, Wv

Helped customers find products to match their needs throughout the store, stocked inventory, kept merchandise orderly and neat, and checked customers out at the cash register

Bachelor'S Degree, Financial Planning

Bachelor'S Degree, Economics