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Aaron Benway Email & Phone Number
Founder of AB Financial
at
AB Financial
1 work email found
@carlyle.com
2 phones found area 703
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder of AB Financial
Location
United States, United States, United States
Who is Aaron Benway? Overview
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Quick answer
Aaron Benway is listed as Founder of AB Financial at AB Financial, based in United States, United States, United States. AeroLeads shows a work email signal at carlyle.com, phone signal with area code 703, and a matched LinkedIn profile for Aaron Benway.
Aaron Benway previously worked as Chief Operating Officer at New Direction Trust Company and Chief Revenue Officer at New Direction Trust Company. Aaron Benway holds Mba, Business Administration And Management, General from Harvard Business School.
Company email context
Email format at AB Financial
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{first}.{last}@carlyle.com
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AeroLeads found 1 current-domain work email signal for Aaron Benway. Compare company email patterns before reaching out.
Profile bio
About Aaron Benway
Chief Operating Officer for alternative asset trust company specializing in private equity, real estate, private lending, precious metals and other. Hold Certified Financial Planner (CFP), IRS Enrolled Agent (EA) and FINRA Series 65 licenses. Former: fintech co-founder in healthcare vertical, venture-backed fintech CFO, private equity investment professional, navy nuclear officer. Education - Harvard MBA, US Naval Academy Bachelor of Science degree in Electrical Engineering. Eagle Scout.
Listed skills include Investments, Mergers And Acquisitions, Financial Modeling, Financial Analysis, and 19 others.
Current workplace
Aaron Benway's current company
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14 roles
Aaron Benway work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
Current
Jan 2023 - Present
Chief Revenue Officer
Oversee sales, marketing and finance to improve client journey from initial awareness through billing and revenue management and finally financial analysis of the organization. Provide insight into performance of all three areas for company management and owners.
Oct 2021 - Dec 2022
Vp Of Sales And Marketing
Assist the founders and management team in evaluating business segments and industry partnerships. Lead the sales and marketing organization.
Nov 2019 - Oct 2021
Founder Of Ab Financial
CurrentAB Financial is my boutique financial planning and wealth management practice. With my Certified Financial Planner (CFP), IRS Enrolled Agent (EA) and Series 65 accreditations, coupled with my professional investing experience in private equity and operational experience in corporate finance, I assist friends, family and others with long term wealth.
Sep 2016 - Present
Co-Founder Of Hsa Coach
The HSA Coach™ app provided a consumer-owned, convenient way to track receipts and other health documents, as well as tips on how to make the most of health savings contributions to maximize financial wellness and longer term retirement savings. Top rated in App Store and Google Play after launch.
Sep 2014 - May 2020
Cfo
Venture capital funded fintech startup providing personal financial guidance sold through the employer channel. Customers included Google and Walmart. As CFO negotiated enterprise customer contracts and partnership/distribution agreements with 401(k) record keepers, including Vanguard and AonHewitt. Recruited head of sales, marketing, as well as.
Feb 2012 - Jun 2014
Executive Director - Corporate Financial Planning And Analysis
Provide insight into General Motor's financial performance, key business drivers, competitor and industry financial results, and emerging issues to GM CFO and senior leadership team.
Feb 2011 - Oct 2011
Principal - Carlyle Growth Capital Partners
US growth equity and small leverage buyout team of The Carlyle Group.
Mar 2003 - Jan 2011
Senior Associate - Db Capital Partners
DB Capital/ABS Ventures was the US-based venture capital arm of Deutsche Bank.
Sep 2001 - Feb 2003
Strategic Marketing Intern
Worked for director of strategic marketing, part of the Lightera (CoreDirector) acquisition
Jun 2000 - Aug 2000
Staff Officer - Joint Chiefs Of Staff - J2
Staff officer to J2 (military intelligence), within operations directorate (J2O). TS/SCI cleared.
Oct 1997 - Aug 1999
Nuclear Surface Warfare - Uss California (Cgn-36)
Junior officer assigned to the nuclear-powered guided missile cruiser USS California. Engineer qualified.
Jan 1995 - Sep 1997
Nuclear Engineer, Surface Warfare Officer Student
Graduated from Naval Nuclear Power School class of 9306, Orlando Training Command, FloridaGraduated from Naval Nuclear Prototype, Goose Creek Naval Weapons Station, Charleston SCGraduated from Surface Warfare Officers School, Newport RI
Jul 1993 - Dec 1994
2 education records
Aaron Benway education
Mba, Business Administration And Management, General
Harvard Business School
Bachelor Of Science, Electrical Engineering
United States Naval Academy
FAQ
Frequently asked questions about Aaron Benway
Quick answers generated from the profile data available on this page.
What company does Aaron Benway work for?
Aaron Benway works for AB Financial.
What is Aaron Benway's role at AB Financial?
Aaron Benway is listed as Founder of AB Financial at AB Financial.
What is Aaron Benway's email address?
AeroLeads has found 1 work email signal at @carlyle.com for Aaron Benway at AB Financial.
What is Aaron Benway's phone number?
AeroLeads has found 2 phone signal(s) with area code 703 for Aaron Benway at AB Financial.
Where is Aaron Benway based?
Aaron Benway is based in United States, United States, United States while working with AB Financial.
What companies has Aaron Benway worked for?
Aaron Benway has worked for Ab Financial, New Direction Trust Company, Hsa Coach, Hellowallet, and General Motors.
How can I contact Aaron Benway?
You can use AeroLeads to view verified contact signals for Aaron Benway at AB Financial, including work email, phone, and LinkedIn data when available.
What schools did Aaron Benway attend?
Aaron Benway holds Mba, Business Administration And Management, General from Harvard Business School.
What skills is Aaron Benway known for?
Aaron Benway is listed with skills including Investments, Mergers And Acquisitions, Financial Modeling, Financial Analysis, Leadership, Strategy, Venture Capital, and Corporate Finance.
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