Aaron Seil, Cfa Email & Phone Number

Akron, Ohio, United States

True Wealth Design helps successful families "Plan Retirement Smarter and Live Retirement Better."​With our deep expertise in retirement, tax, and investment planning, we simplify and streamline the complexities of your financial life into a coordinated strategy for retirement, giving you the clarity and confidence to pursue your dreams while protecting.

Hudson, Ohio, United States

• Manage custom-built investment portfolios using client investment objectives
• Grow relationships with new and existing clients by conducting phone, Zoom and in person meetings to discuss all aspects of their personal financial needs including investment objectives and account performance
• Manage all aspects of technology and compliance from ADV filings to preparing client deliverables

Twinsburg, Ohio, United States

• An independent, fee-based registered investment advisory firm offering investment management, financial planning, and tax preparation and planning.
• Managed more than 400 custom-built portfolios comprised of over $200 million in assets, directing all aspects from investment selection, asset allocation, trade execution, and portfolio monitoring.
• Built relationships with new and existing clients by conducting phone, Zoom and in person meetings to discuss all aspects of their personal financial needs including investment objectives and performance
• Assisted in the preparation of over 100 clients’ personal and trust tax returns and projections for a certified public accountant
• Conducted research on stocks, bonds, ETFs, mutual funds, and alternative investments for portfolio management decisions for buy/sell activities that meets client investment objectives
• Compiled, analyzed, and wrote quarterly investment reports and reviews for all client portfolios

Aurora, Ohio, United States

• A Fortune 500 company and a leading global supplier of systems and services to the aerospace and defense industry.
• Analyzed current and potential suppliers to ensure the best possible price, quality and delivery performance for strategic sourcing department
• Calculated quarterly savings forecasts, savings realized, and missed savings opportunities for various suppliers and commodities
• Negotiated long-term purchase agreements with suppliers

New York, New York, United States

• A leading provider of a full spectrum of services for the individual and institutional investor.
• Acted as liaison between TD Waterhouse Institutional and independent financial advisors to maintain and build institutional accounts whose asset base approached $2 billion
• Represented TD Waterhouse Securities, responsible for pro-active and courteous customer service of institutional financial advisors’ questions in all aspects of the brokerage industry
• Resolved problems in clients’ accounts by working closely with advisors while abiding by the securities industry rules and regulations
• Led all aspects of training and mentoring for new broker trainees, including on-the-job and classroom training

Mba, Finance

B.A., Economics/Management

Education record