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@meederinvestment.com
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Aaron B. Adkins Cfp®, Chfc, Clu is listed as Investment Communications Strategist at Meeder Investment Management, a company with 108 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at meederinvestment.com and a matched LinkedIn profile for Aaron B. Adkins Cfp®, Chfc, Clu.
Aaron B. Adkins Cfp®, Chfc, Clu previously worked as Client Portfolio Manager at Meeder Investment Management and Internal Client Advisor at J.P. Morgan Asset Management. Aaron B. Adkins Cfp®, Chfc, Clu holds Bachelor Of Business Administration, Finance from Ohio University.
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AeroLeads found 1 current-domain work email signal for Aaron B. Adkins Cfp®, Chfc, Clu. Compare company email patterns before reaching out.
Energetic and goal-oriented Investment Communications Strategist with over 20 years of identifying growth opportunities, maximizing portfolio potentials, and effectively structuring productive investment initiatives in dynamically changing and volatile markets. Keen vision in successfully conducting profitable and sustainable investment planning. Effective in addressing and communicating the complex requirements of sophisticated investment plans; and leveraging presentation talents to build and sustain lasting relationships with key clients.
Listed skills include Financial Analysis, Executive Presentation Skills, Series 7, Series 63, and 22 others.
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A career timeline built from the work history available for this profile.
Dublin, Ohio, United States
Owned the firm’s content calendar for broad investment communications in addition to communication tracks for each strategic business segment. Produced thought leadership content on capital market events and catalysts that impacted portfolio positioning and performance.
Dublin, OH
Led communication of the firm’s investment strategies, capabilities and positioning across internal and external channels by participating in the firm’s investment process including quantitative concepts, portfolio construction, investment manager due diligence and security selection.
Columbus, Ohio Area
Partner directly with Financial Advisors and External Client Advisors to increase and retain Mutual Fund and Managed Account product sales through wirehouse distribution channels by developing and cultivating strong relationships with regional management, high-end retail and institutional producers at national wirehouse firms.
Columbus, Ohio Area
Conducted comprehensive investment performance reviews of plans with assets of $25 million to $6 billion for client retirement and pension boards. Identified suitable investment options, analyzed investment menus, and evaluated funds' success in meeting investment policy and criteria guidelines.
Columbus, Ohio Area
Utilized consultative advising skills to educate clients regarding investment opportunities, including 401(k), 403(b), 401(a), IRA, and 457(b) retirement plans and both universal and term life insurance policies. Reviewed accounts, identified individual needs, and presented appropriate asset allocation models.
Other employees you can reach at meederinvestment.com. View company contacts for 108 employees →
Jacob Billhartz, Cfa
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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DJ
Doug Jennings
Colleague at Meeder Investment Management
Columbus, Ohio Metropolitan Area, United States
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DS
Dale Smith, Cfa
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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JS
Jacob Savage, Cfa
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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JC
Jason Click, Cfp®
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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SM
Sravanthi Ml
Colleague at Meeder Investment Management
Bothell, Washington, United States, United States
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AM
Andrew M.
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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TO
Troy Oehler
Colleague at Meeder Investment Management
Columbus, Ohio Metropolitan Area, United States
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MG
Molly Gilligan
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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JD
Jason Dykstra
Colleague at Meeder Investment Management
Columbus, Ohio Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Aaron B. Adkins Cfp®, Chfc, Clu works for Meeder Investment Management.
Aaron B. Adkins Cfp®, Chfc, Clu is listed as Investment Communications Strategist at Meeder Investment Management.
AeroLeads has found 1 work email signal at @meederinvestment.com for Aaron B. Adkins Cfp®, Chfc, Clu at Meeder Investment Management.
Aaron B. Adkins Cfp®, Chfc, Clu is based in Columbus, Ohio Metropolitan Area, United States while working with Meeder Investment Management.
Aaron B. Adkins Cfp®, Chfc, Clu has worked for Meeder Investment Management, J.P. Morgan Asset Management, Nationwide Financial, and Nationwide Retirement Solutions.
Aaron B. Adkins Cfp®, Chfc, Clu's colleagues at Meeder Investment Management include Jacob Billhartz, Cfa, Doug Jennings, Dale Smith, Cfa, Jacob Savage, Cfa, and Jason Click, Cfp®.
You can use AeroLeads to view verified contact signals for Aaron B. Adkins Cfp®, Chfc, Clu at Meeder Investment Management, including work email, phone, and LinkedIn data when available.
Aaron B. Adkins Cfp®, Chfc, Clu holds Bachelor Of Business Administration, Finance from Ohio University.
Aaron B. Adkins Cfp®, Chfc, Clu is listed with skills including Financial Analysis, Executive Presentation Skills, Series 7, Series 63, Series 65, Investments, Retirement Planning, and Mutual Funds.
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