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Aaron Anson Email & Phone Number
Manager | Advisor Operations
at
CAPTRUST
3 work emails found
@frontierwealth.com
3 phones found area 816
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Manager | Advisor Operations
Location
Overland Park, Kansas, United States
Company size
Who is Aaron Anson? Overview
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Quick answer
Aaron Anson is listed as Manager | Advisor Operations at CAPTRUST, a company with 1713 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at frontierwealth.com, phone signal with area code 816, and a matched LinkedIn profile for Aaron Anson.
Aaron Anson previously worked as Operations at Captrust and Partner, Director of Operations at Frontier Wealth Management. Aaron Anson holds Mba, Management from Avila University.
Company email context
Email format at CAPTRUST
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{first}@frontierwealth.com
92% confidence
AeroLeads found 3 current-domain work email signals for Aaron Anson. Compare company email patterns before reaching out.
Profile bio
About Aaron Anson
Aaron Anson is a Manager | Advisor Operations at CAPTRUST. He possess expertise in portfolio management, team leadership, crm, asset management, financial services and 16 more skills.
Listed skills include Portfolio Management, Team Leadership, Crm, Asset Management, and 17 others.
Current workplace
Aaron Anson's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
6 roles
Aaron Anson work experience
A career timeline built from the work history available for this profile.
Operations
CurrentIn 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment.
Jul 2022 - Present
Partner, Director Of Operations
Frontier Wealth Management
Frontier Wealth Management was a privately-owned registered investment advisory (RIA) firm focused on providing a robust, collaborative family-office experience. The firm was founded in 2007, with a mission to bring an enhanced level of expertise and service to the hard-working families that surrounded us each day. Frontier successfully joined CAPTRUST in.
Nov 2013 - Jul 2022
Team Lead
I led a team of 12 Portfolio Analysts who assist investment advisory firms in growing their business. I was actively engaged with staff and management to identify issues and opportunities to improve service and departmental productivity through quality assurance. I handled escalated client issues and helped facilitate the process between the appropriate.
Sep 2011 - Nov 2013
Portfolio Analyst Ii
I managed relationships for several investment advisory firms and was responsible for providing exceptional service. I focused on enhancing my client’s experience with our products and service by seeing “through the client’s eyes.” I actively engaged my client’s to better understand their business in order to anticipate and fulfill their needs. I.
Apr 2007 - Sep 2011
Portfolio Analyst I
I managed relationships for several investment advisory firms and was responsible for providing exceptional service. I focused on enhancing my client’s experience with our products and service by seeing “through the client’s eyes.” I actively engaged my client’s to better understand their business in order to anticipate and fulfill their needs. I.
May 2006 - Apr 2007
2 education records
Aaron Anson education
Mba, Management
Bachelor'S, Finance
FAQ
Frequently asked questions about Aaron Anson
Quick answers generated from the profile data available on this page.
What company does Aaron Anson work for?
Aaron Anson works for CAPTRUST.
What is Aaron Anson's role at CAPTRUST?
Aaron Anson is listed as Manager | Advisor Operations at CAPTRUST.
What is Aaron Anson's email address?
AeroLeads has found 3 work email signals at @frontierwealth.com for Aaron Anson at CAPTRUST.
What is Aaron Anson's phone number?
AeroLeads has found 3 phone signal(s) with area code 816 for Aaron Anson at CAPTRUST.
Where is Aaron Anson based?
Aaron Anson is based in Overland Park, Kansas, United States while working with CAPTRUST.
What companies has Aaron Anson worked for?
Aaron Anson has worked for Captrust, Frontier Wealth Management, and Charles Schwab.
How can I contact Aaron Anson?
You can use AeroLeads to view verified contact signals for Aaron Anson at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Aaron Anson attend?
Aaron Anson holds Mba, Management from Avila University.
What skills is Aaron Anson known for?
Aaron Anson is listed with skills including Portfolio Management, Team Leadership, Crm, Asset Management, Financial Services, Management, Investments, and Project Management.
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