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 your family's future.Visit www.TrueWealthDesign.com for more information and to schedule a complimentary consultation and second opinion.

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• Prepared and presented detailed financial plans for clients

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