Mar 2023 - Present
Who is Aaron Stratton? Overview
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Quick answer
Aaron Stratton is listed as Founder at Iron Worx, based in Rumson, New Jersey, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Aaron Stratton.
Aaron Stratton previously worked as Member Board of Trustees at Cape Cod Academy and Vice President, Financial Consultant at Fidelity Investments. Aaron Stratton holds Bachelor’S Degree, Management from Providence College.
Company email context
Email format at Iron Worx
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Aaron Stratton. Compare company email patterns before reaching out.
Profile bio
About Aaron Stratton
Trusted industry veteran with almost 20 years experience managing relationships to increase profitability and drive revenue growth. Consultative seller with exceptional communication and prioritization skills. Strategic leader who plays to win. Thrives in grey areas with a strong ability to see the forest, not just the trees.
Listed skills include Interpersonal Skills, Relationship Building, Communication, Sales Presentations, and 11 others.
Current workplace
Aaron Stratton's current company
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6 roles
Aaron Stratton work experience
A career timeline built from the work history available for this profile.
Vice President, Financial Consultant
Built deep relationships with clients who are looking to develop and strengthen their wealth plan. One that is consistent with their needs and aspirations.Effectively managed $1.2B of high-net-worth investors' capital (450 Families)Expertise with trust, estate planning, tax planning, insurance, and financial planning Strategically positioned prudent financial solutions Formal financial planning mentor to senior new hires on financial planning strategyPioneer of Fidelity Remote Advisor Work (pre-Covid19 Pandemic)1 of 10 consultants to participate in a task force to enhance technologies for financial planning
Jul 2018 - Apr 2022
Financial Consultant
Wealth and investment planning for over 400 families. Helped empower these families to feel confident in their financial future even when their circumstances change.Effectively managed relationships of high-net-worth investors Experience with trust, estate planning, tax planning, insurance, and financial planning Strategically positioned prudent financial solutions Recipient of the Top 30% of national sales representatives Formal financial planning mentor to 10+ colleagues Identified as 1 of only 20 consultants to participate in Fidelity’s leadership development program
Sep 2009 - Jun 2018
Investment Consultant
Wealth and Investment Planning for families.Developed relationships and strategies with clients consistent with their financial goals Continually drove business to Fidelity through proactive prospecting while making each interaction with investors worthy of positive feedback and referrals Three-time market nominee and award winner for excellence in sales execution
Sep 2007 - Aug 2009
Financial Representative
Helped create operational efficiency within the firm.Efficiently ran back-office operations at Fidelity Investments Operational excellence, rigor, and professionalism in support of financial planners and investors Senior operations representative responsible for training new hires
Oct 2005 - Aug 2007
2 education records
Aaron Stratton education
Bachelor’S Degree, Management
High School
Cape Cod Academy
FAQ
Frequently asked questions about Aaron Stratton
Quick answers generated from the profile data available on this page.
What company does Aaron Stratton work for?
Aaron Stratton works for Iron Worx.
What is Aaron Stratton's role at Iron Worx?
Aaron Stratton is listed as Founder at Iron Worx.
What is Aaron Stratton's email address?
AeroLeads has found 1 work email signal at @fmr.com for Aaron Stratton at Iron Worx.
Where is Aaron Stratton based?
Aaron Stratton is based in Rumson, New Jersey, United States while working with Iron Worx.
What companies has Aaron Stratton worked for?
Aaron Stratton has worked for Iron Worx, Cape Cod Academy, and Fidelity Investments.
How can I contact Aaron Stratton?
You can use AeroLeads to view verified contact signals for Aaron Stratton at Iron Worx, including work email, phone, and LinkedIn data when available.
What schools did Aaron Stratton attend?
Aaron Stratton holds Bachelor’S Degree, Management from Providence College.
What skills is Aaron Stratton known for?
Aaron Stratton is listed with skills including Interpersonal Skills, Relationship Building, Communication, Sales Presentations, Sales Process, Presentation Skills, Educational Leadership, and Professional Mentoring.
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