Aaron Anderson

Aaron Anderson Email and Phone Number

Coppell, TX, US
Aaron Anderson's Location
Coppell, Texas, United States, United States
Aaron Anderson's Contact Details
About Aaron Anderson

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.

Aaron Anderson's Current Company Details
Trinity River Financial Insurance

Trinity River Financial Insurance

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President
Coppell, TX, US
Aaron Anderson Work Experience Details
  • Trinity River Financial Insurance
    President
    Trinity River Financial Insurance
    Coppell, Tx, Us
  • American Property Guard
    Director Of Business Development
    American Property Guard Dec 2020 - Present
  • Trinity River Financial Insurance
    Co-Founder
    Trinity River Financial Insurance Jan 2015 - Present
    Trinity 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 Worldwide, Inc.
    Vistage Peer Advisory Group Chair
    Vistage Worldwide, Inc. Dec 2020 - Dec 2024
    San Diego, California, Us
    Vistage 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.
  • Lord Green Real Estate Strategies Inc.
    President
    Lord Green Real Estate Strategies Inc. Jan 2018 - Mar 2020
    LORD 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.
  • Accumatch - Property Tax Intelligence
    Chief Executive Officer
    Accumatch - Property Tax Intelligence Aug 2013 - Dec 2017
    Dallas, Tx, Us
    After 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.
  • Industry Consulting Group, Inc.
    Chief Administrative Officer, Industry Consulting Group
    Industry Consulting Group, Inc. Nov 2011 - Jun 2013
    Brown & 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.
  • Brown & Brown
    Regional Operations Controller
    Brown & Brown Aug 2009 - Nov 2011
    Daytona Beach, Florida, Us
    As 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
  • Brown & Brown
    Director, Internal Audit
    Brown & Brown Jun 2007 - Jul 2009
    Daytona Beach, Florida, Us
    Directed 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
  • Brown & Brown
    Mergers & Acquisitions Analyst
    Brown & Brown Jun 2005 - Dec 2006
    Daytona Beach, Florida, Us
    Conducted due diligence testing for numerous acquisition candidates, performing all aspects of accounting and valuation modeling
  • James Moore, Certified Public Accountants And Consultants
    Auditor
    James Moore, Certified Public Accountants And Consultants May 2003 - May 2005
    Gainesville, Fl, Us
    James Moore & Co. is a full service regional public accounting firm with three offices in Florida. Performed sophisticated audit reviews and compilations for clients.
  • David Dougherty, Cpa
    Tax Accountant
    David Dougherty, Cpa 2001 - 2003
    Performed Personal and Small Business Tax Returns.Assisted with Telecommunication Tax AuditsCompiled Small Business Monthly Financial Statements

Aaron Anderson Skills

Finance Management Leadership Auditing Mergers And Acquisitions Risk Management Financial Analysis Process Improvement Strategy Due Diligence Strategic Planning Financial Services Insurance Team Building Underwriting Accounting Financial Reporting Internal Audit Managerial Finance Strategic Financial Planning Outsourcing Executive Management Financial Planning Business Process Improvement

Aaron Anderson Education Details

  • Stetson University
    Stetson University
    Accounting

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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