Aaron Schecter Email & Phone Number

Twinsburg, Oh, Us

• Assigned to manage a substantial, mass-affluent book of business ($40M+), acting as the primary point of contact to manage their complete banking relationship, utilizing a proactive and disciplined approach to generate balance growth and deliver unmatched customer service • Utilized tools & resources, such as our Wealth Plan & Goals-Based Analysis, to successfully implement strategies with the guidance of our Private Client AdvisorsPartner with Specialists (Private Client Advisors… Show more • Assigned to manage a substantial, mass-affluent book of business ($40M+), acting as the primary point of contact to manage their complete banking relationship, utilizing a proactive and disciplined approach to generate balance growth and deliver unmatched customer service • Utilized tools & resources, such as our Wealth Plan & Goals-Based Analysis, to successfully implement strategies with the guidance of our Private Client AdvisorsPartner with Specialists (Private Client Advisors, Mortgage Loan Officers and Business Relationship Managers), to connect clients to team of experts who can help them with specialized financial needs • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships• Assisted Private Client Advisors by building and maintaining client relationships with ongoing financial planning, scheduled account reviews and prepared timely and accurate performance reports for joint meetings• Earned Manager-on-Duty (MOD) title, based on overall knowledge of branch policy & procedures, rules & regulations, and having a leadership mindset Show less

• Collaborated with and earned the trust of high net-worth clients and their advisors by clearly articulating their goals and needs, developing a comprehensive and understandable wealth plan, and coordinating both internal and external advisors for successful implementation• Identified money-saving and money-making opportunities for clients through goal-centric, detailed conversations based on each individuals’ life stage and portfolio diversity• Responsible for the day-to-day… Show more • Collaborated with and earned the trust of high net-worth clients and their advisors by clearly articulating their goals and needs, developing a comprehensive and understandable wealth plan, and coordinating both internal and external advisors for successful implementation• Identified money-saving and money-making opportunities for clients through goal-centric, detailed conversations based on each individuals’ life stage and portfolio diversity• Responsible for the day-to-day activities and interactions between clients and Huntington Bank in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending, mortgages and investment vehicles• Provided professional expertise and consultancy for the review of moderate to high complexity accounts including trust administration and estate planning• Trained and successfully earned certification of Insurance License in the State of Ohio for Life and Health• Utilized extensive relationships with centers of influence, including attorneys, accountants, insurance agents and financial planners, to grow book of business through retention and expansion of partnerships• Regularly earned status of 'Top District Performer’ (QTD and YTD) based on meeting and exceeding individual revenue goals, while contributing to the branches' overall performance summary Show less

Pepper Pike, Ohio, United States

• Named to represent Heinen's wellness strategy throughout all stores as one of four 'core members'​ to communicate our approach company-wide• Collaborated with multiple consultants to represent Heinen’s at numerous health fairs through outsideorganizations, schools districts, the Cleveland Clinic and University Hospital events to successfully convey our wellness strategy and importance of our involvement in the local community• Analyzed data from several reports regularly to… Show more • Named to represent Heinen's wellness strategy throughout all stores as one of four 'core members'​ to communicate our approach company-wide• Collaborated with multiple consultants to represent Heinen’s at numerous health fairs through outsideorganizations, schools districts, the Cleveland Clinic and University Hospital events to successfully convey our wellness strategy and importance of our involvement in the local community• Analyzed data from several reports regularly to optimize and improve sales in the wellness centers, consistently resulting in the highest growth percentage in the chain• Designed and produced numerous store guides, literature and countless resources to bring awareness to our healthier sourced options throughout all store’s departments • Chosen to assist procurement team with the non-GMO Verified Project beginning in October 2013 to select certified products to be highlighted in the weekly circular and merchandising reports• Assisted in the training and on-boarding of all new associates to the Wellness Team through the direction of the Executive Team Show less

Woodmere, Ohio

• Demonstrate excellence in service and hospitality utilizing invaluable interpersonal communication skills• Memorized nutritional information of all menu items to further assist customers dietary needs and restrictions• Responsible for processing large inventory orders, including all merchandise for the store • Effective when working under pressure and manages time efficiently in a fast-paced environment• Responsible for welcoming, connecting and assisting all customers in a… Show more • Demonstrate excellence in service and hospitality utilizing invaluable interpersonal communication skills• Memorized nutritional information of all menu items to further assist customers dietary needs and restrictions• Responsible for processing large inventory orders, including all merchandise for the store • Effective when working under pressure and manages time efficiently in a fast-paced environment• Responsible for welcoming, connecting and assisting all customers in a professional manner• Accurately maintained cash resources by computing sales prices, receiving and processing payments Show less

Nutrition & Business Pre-Law & Finance

Activities and Societies: Ohio University Wrestling

Exercise Science

Activities and Societies: John Carroll Exercise Science Club (Treasure), John Carroll University Football