Aaron Wells Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

Houston, Texas, United States

Managing a team of 4 Wealth Management Interns while completing various daily reporting tasks alongside them. Training incoming staff and facilitating investment reporting.Lead a Capstone Project around creating a document outlining the WJA Client experience in the first year of onboarding.

San Antonio, Texas, United States

Worked with a team of 11 Students to manage the $9 million Trinity University Student Managed Fund. This process included a year of analytical research and presentations for stocks held currently in the portfolio and proposed new investments.

San Antonio, Texas, United States

• Performed organizational and communications tasks as a University Tour Guide.• Teaching Assistant for the class “Being Young in Asia.”• Communications Intern in charge of writing, producing, and videoing digital media content for the Trinity Admissions social media accounts.Additionally performed Managerial duties for the Trinity University Office of Admissions in the summer of 2021 as a Summer Intern. Projects included database construction and demographic analysis with guests, weekly compliance paperwork, as well as the facilitation of over 300 tours.

Houston, Texas, United States

Completed a Capstone Project developing and implementing the new WJA Young Savers Program which seeks to aid in the retention of over $250 million AUM from clients as that wealth passes intergenerationally. Performed weekly modelling tasks and benchmarking with Morningstar and Orion platforms. Created comprehensive Investment Reveiw Books for client meetings to track investment performance in their portfolios.

Dublin, County Dublin, Ireland

I built a marketing plan emphasizing the new CO2 and renewable energy features added to the Wattics Energy Management software. I presented my proposal to company executives identifying and targeting new clients in the renewable energy market, allocating a budget of $25,000 to achieve an additional $200,000 in sales, and developing a 3.5-month step-by-step plan for creation and execution. Following my proposal, I oversaw and participated in the creation of 25+ promotional videos as well as managed the financial apportionment over the duration of the project.

Joplin, Missouri, United States

• Created a diverse entrepreneurial business, assisting elementary through high school-age students with tutoring, college application consulting, and teaching piano.• Managed budgeting and financial planning of the business and provided service to 9+ different student clients at a time.