Aaron Krasney, Cfp®, Aif® Email & Phone Number

State College, Pennsylvania, United States

Harrisburg, Pennsylvania Area

Established RIA business structure by spearheading trading, implementing rebalancing platform, preparing and vetting paperwork to transition clients from previous RIA, and creating and updating model allocations to diversify clientStrategically utilized fixed and fixed indexed annuities to provide protected growth for risk averse clients seeking to beat current interest rate earnings while avoiding market volatilityMet with hundreds of clients to manage over $500 million in annuity and brokerage assets spread across dozens of companies, and onboarded over a million in new assets

Miami/Fort Lauderdale Area

As an Associate Financial Advisor at Tobias Financial Advisors, I work with clients on a range of financial situations every day. These largely revolve around finding tax optimization strategies; evaluating possible shortcomings in their property, casualty, or life insurance policies; reviewing estate plans; refining and developing savings and retirement programs; and creating comprehensive financial plans. These are just a few examples of how we help our clients:• An elderly client was depleting his portfolio at an unsustainable rate. We encouraged him to put half of his portfolio into an annuity to provide him guaranteed monthly payments for life, even though this reduced our revenue by half and we received no commission from this recommendation. This exemplifies the fiduciary obligation we have to our clients. • As part of a comprehensive financial plan we developed for a young couple in their forties, we helped them streamline their savings strategy, put necessary insurance policies in place to protect their young daughters, and aided them in evaluating several new business opportunities.

West Palm Beach, Florida Area

Greater New York City Area

Guidepoint Global is a primary research firm that provides investors and business decision-makers with on-demand access to its worldwide network of industry experts. Guidepoint's primary research tools consist of providing clients direct access to its 150,000+ network of advisors via private telephone consultations, customized surveys and in-person meetings and events.

Shenzhen, Guangdong, China

-Developed a dynamic and comprehensive curriculum to cater to a wide range of English proficiencies spanning four grade levels -Created and presented a diverse array of multimedia presentations designed to transcend language and cultural barriers-Utilized adaptive techniques to personally engage in one-on-one English training with students

Shenzhen, Guangdong, China

-Collaborated with a team of English and Mandarin speakers to develop a global launch campaign for a new social network-Assessed efficacy of current sales strategies and augmented material to cater to an English market-Advised senior executives on pre and post-launch marketing strategies using crowd sourcing and data mining techniques

Washington D.C.

-Provided strategic consultation to private sector software firms interested in federal IT contracts-Drafted thought-leadership editorials to provide insight into federal cloud computing policy-Applied both quantitative and qualitative research methods to strategically analyze critical trends in federal cloud adoption in order to substantiate thought leadership articles

Jersey City, New Jersey

-Spearheaded major marketing initiatives by coordinating across multiple departments to distill all products and services offered by the company into a single marketable package -Led brainstorming sessions with agencies, associates, and senior TDA Institutional managers to analyze trends and outliers in business reports and integrate them into company initiatives and campaigns-Performed gap analyses to identify opportunities of expansion for the TDA Institutional division to increase overall revenue

Jersey City, New Jersey

-Gained extensive marketing experience through the development of communications campaigns and press releases for product and service initiatives (i.e. new options offering, an Advisor Education offering, and webcasts)-Augmented outdated content and procedures based on close evaluations of current material-Consolidated financial data and analyzed competitive statistics to quantify current sales strategies and develop more adaptive and targeted marketing campaigns

Washington D.C. Metro Area

-Interviewed private and public sector employees at GreenGov Symposium regarding their innovative alternative energy products-Assisted in content migration of the company’s sustainable video blogs to their new web forum -Promoted Planet Forward’s PBS TV spot through close collaboration with on-campus environmental groups and through various social media platforms

Mendham, New Jersey

-Assisted Client Services Manager in organizing account information -Updated investment portfolios including contact information and financial statements for 200+ clients-Organized and prepared advertising folders outlining company objectives and services for potential clients

Bachelor Of Arts, Journalism And Mass Communication

Activities and Societies: -Green GW Vice President 2010-2011: Helped to spearhead the acquisition of funding for the installation of solar.

Teaching English As Foreign Language Certificate (Tefl), Junior High/Intermediate/Middle School Education And Teaching

High School Diploma

Activities and Societies: Track Steering Committee