Aaron Anderson Email and Phone Number
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My background is in financial services and insurance which has given me access to a broad range of business segments including strategic planning, operations, financial compliance, human resources, marketing, and external relations. With a master’s degree in accounting, I’ve worked for some global minded organizations including Chase Mortgage, JP Morgan Asset Management, Lloyds of London and INVESCO Global. I began my journey as an auditor at James Moore, moved on to be Regional Controller for Brown & Brown, CEO of Accumatch, President at LORD Green Real Estate, and then founded my own company. I am a Certified Insurance Counselor and Certified Internal Auditor. I have a proven ability to deliver best practice methods that drive continuous improvements. I have experience in large-scale growth strategies as well as mergers and acquisitions.This extensive background and experience is a solid foundation for my work as a Vistage Chair. Vistage is an executive coaching organization designed to help leaders grow their businesses. I facilitate group meetings of high-integrity CEOs, business owners, and key executives who collaborate to solve problems and develop leadership skills while pushing their companies higher. As Simon Sinek said, “Strong relationships are the foundation of high-performing teams. And all high-performing teams start with trust.” In my Vistage group, we start with a foundation of trust.I’m looking for people in the Dallas area who need a trusted team of advisors to help them solve tough challenges so their companies can grow and thrive. Contact me at aaron.anderson@vistagechair.com and let’s discuss how my Vistage group can serve as a guide on your journey to new heights, both personally and professionally.
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PresidentTrinity River Financial InsuranceCoppell, Tx, Us -
Director Of Business DevelopmentAmerican Property Guard Dec 2020 - Present -
Co-FounderTrinity River Financial Insurance Jan 2015 - PresentTrinity River Financial was formed in 2015 by a small tight knit group of seasoned professionals in the insurance, marketing, and real estate fields. We offer our expertise to provide specific and unique solutions for the needs of our clients. -
Vistage Peer Advisory Group ChairVistage Worldwide, Inc. Dec 2020 - Dec 2024San Diego, California, UsVistage is the world’s most trusted executive coaching company. Vistage member companies consistently outperform the competition in all economic conditions. According to a 2017 analysis of Dun & Bradstreet data, Vistage member companies grew 2.2 times faster than average small and medium-sized U.S. businesses.Today’s leaders face incredible challenges in a global workplace with a diverse workforce and stiff competition in the marketplace. It can be quite difficult to make decisions without a team of trusted advisors.That’s where Vistage comes in. Vistage helps executives solve their most pressing challenges and identify their biggest opportunities. Members benefit from the wisdom of high-performing peers who share their knowledge and experience. High-caliber executives from non-competing industries speak candidly about issues they face at work and at home and collaborate to develop solutions and hold each other accountable for making progress toward their goals. More than 24,000 members around the world work together to improve their businesses, leadership skills, communities, and each other. My role as a Vistage peer advisory group chair is to facilitate monthly think-tank meetings for successful CEOs, business owners, and executives who are dedicated to becoming more effective leaders and increasing profitability. I also provide one-to-one coaching, focusing specifically on the individual’s needs, concerns, and issues. Vistage works. Get access to its benefits now by connecting with me at: aaron.anderson@vistagechair.com. -
PresidentLord Green Real Estate Strategies Inc. Jan 2018 - Mar 2020LORD Green Strategies offers Sustainability consulting and Green Building Certification for the Commercial Real Estate Industry. LORD Green Strategies has experienced 10 years of innovation and growth. Winning the 2018 Inc. Magazine Best Workplaces and the Inc. Magazine Inc5000 recognition.
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Chief Executive OfficerAccumatch - Property Tax Intelligence Aug 2013 - Dec 2017Dallas, Tx, UsAfter being recruited August, 2013 as CEO and acting CFO, Accumatch was recognized in the Inc 500 magazine and the Dallas100 fastest growing companies in America. Accumatch solidified itself as a leader of Property Tax Reporting services and Property Tax Intelligence to the Mortgage Servicing sector. -
Chief Administrative Officer, Industry Consulting GroupIndustry Consulting Group, Inc. Nov 2011 - Jun 2013Brown & Brown (B & B) is the 7th largest independent insurance intermediary in the United States, approaching $1B in revenues. The company consists of 190 independently run insurance and financial service focused business units. B & B acquired Industry Consulting Group (ICG) in November 2011. ICG is a national property tax outsourcing and consulting firm with 105 employees and $450M in tax management. As Chief Administrative Office (CAO), assigned to partner with President in managing integration of ICG into B & B. Beyond integration, ongoing responsibilities include;➛Oversight of $450M + in tax payments with a portfolio of over 500,000 properties.➛Led integration and management of all internal staff functions from ICG to B & B➛Implemented all Sarbanes-Oxley compliance and reporting systems.
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Regional Operations ControllerBrown & Brown Aug 2009 - Nov 2011Daytona Beach, Florida, UsAs Regional Controller, managed all aspects of financial reporting and compliance for 16 independent program offices with an annual revenue of over $110M. ➛Managed all financial planning, ad-hoc financial and trend analysis.➛Directed contract negotiations ➛Assisted with automation initiatives Individual Companies within the Programs Division included:Proctor Financial TitlePacCal-SuranceAcumen ReIrving Weber & AssociatesLawyers Protector PlanCITA InsuranceAFC InsuranceAmerican Specialty -
Director, Internal AuditBrown & Brown Jun 2007 - Jul 2009Daytona Beach, Florida, UsDirected all aspects of the Internal Audit function for entire $1B enterprise.➛Led 8 teams of 40 financial and 2 IT auditors, focused on process improvements.➛Presented quarterly audit results to Senior Leadership and the Board of Directors -
Mergers & Acquisitions AnalystBrown & Brown Jun 2005 - Dec 2006Daytona Beach, Florida, UsConducted due diligence testing for numerous acquisition candidates, performing all aspects of accounting and valuation modeling -
AuditorJames Moore, Certified Public Accountants And Consultants May 2003 - May 2005Gainesville, Fl, UsJames Moore & Co. is a full service regional public accounting firm with three offices in Florida. Performed sophisticated audit reviews and compilations for clients. -
Tax AccountantDavid Dougherty, Cpa 2001 - 2003Performed Personal and Small Business Tax Returns.Assisted with Telecommunication Tax AuditsCompiled Small Business Monthly Financial Statements
Aaron Anderson Skills
Aaron Anderson Education Details
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Stetson UniversityAccounting
Frequently Asked Questions about Aaron Anderson
What company does Aaron Anderson work for?
Aaron Anderson works for Trinity River Financial Insurance
What is Aaron Anderson's role at the current company?
Aaron Anderson's current role is President.
What is Aaron Anderson's email address?
Aaron Anderson's email address is aa****@****air.com
What is Aaron Anderson's direct phone number?
Aaron Anderson's direct phone number is +138684*****
What schools did Aaron Anderson attend?
Aaron Anderson attended Stetson University.
What are some of Aaron Anderson's interests?
Aaron Anderson has interest in Children, Education, Economic Empowerment.
What skills is Aaron Anderson known for?
Aaron Anderson has skills like Finance, Management, Leadership, Auditing, Mergers And Acquisitions, Risk Management, Financial Analysis, Process Improvement, Strategy, Due Diligence, Strategic Planning, Financial Services.
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