Aaron Benway work email
- Valid
- Valid
- Valid
- Valid
Aaron Benway personal email
- Valid
Aaron Benway phone numbers
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.
-
Founder Of Ab FinancialAb FinancialUnited States -
Chief Operating OfficerNew Direction Trust Company Jan 2023 - PresentLouisville, Colorado, Us -
Chief Revenue OfficerNew Direction Trust Company Oct 2021 - Dec 2022Louisville, Colorado, UsOversee 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.
-
Vp Of Sales And MarketingNew Direction Trust Company Nov 2019 - Oct 2021Louisville, Colorado, UsAssist the founders and management team in evaluating business segments and industry partnerships. Lead the sales and marketing organization.
-
Founder Of Ab FinancialAb Financial Sep 2016 - PresentMclean , Va, UsAB 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 creation and preservation.
-
Co-Founder Of Hsa CoachHsa Coach Sep 2014 - May 2020The 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. -
CfoHellowallet Feb 2012 - Jun 2014Washington, Dc, UsVenture 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 finance/admin functions. Morningstar purchased in 2014. -
Executive Director - Corporate Financial Planning And AnalysisGeneral Motors Feb 2011 - Oct 2011Detroit, Michigan, UsProvide 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. -
Principal - Carlyle Growth Capital PartnersThe Carlyle Group Mar 2003 - Jan 2011Washington, Dc, UsUS growth equity and small leverage buyout team of The Carlyle Group. -
Senior Associate - Db Capital PartnersDeutsche Bank Sep 2001 - Feb 2003Frankfurt Am Main, Hessen, DeDB Capital/ABS Ventures was the US-based venture capital arm of Deutsche Bank. -
Strategic Marketing InternCiena Jun 2000 - Aug 2000Hanover, Maryland, UsWorked for director of strategic marketing, part of the Lightera (CoreDirector) acquisition -
Staff Officer - Joint Chiefs Of Staff - J2Us Navy Oct 1997 - Aug 1999Washington, Dc, UsStaff officer to J2 (military intelligence), within operations directorate (J2O). TS/SCI cleared. -
Nuclear Surface Warfare - Uss California (Cgn-36)Us Navy Jan 1995 - Sep 1997Washington, Dc, UsJunior officer assigned to the nuclear-powered guided missile cruiser USS California. Engineer qualified.
-
Nuclear Engineer, Surface Warfare Officer StudentUs Navy Jul 1993 - Dec 1994Washington, Dc, UsGraduated 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
Aaron Benway Skills
Aaron Benway Education Details
-
Harvard Business SchoolGeneral -
United States Naval AcademyElectrical Engineering
Frequently Asked Questions about Aaron Benway
What company does Aaron Benway work for?
Aaron Benway works for Ab Financial
What is Aaron Benway's role at the current company?
Aaron Benway's current role is Founder of AB Financial.
What is Aaron Benway's email address?
Aaron Benway's email address is aa****@****yle.com
What is Aaron Benway's direct phone number?
Aaron Benway's direct phone number is +170386*****
What schools did Aaron Benway attend?
Aaron Benway attended Harvard Business School, United States Naval Academy.
What are some of Aaron Benway's interests?
Aaron Benway has interest in Techmeme, Richard Dawkins, Mint, Aaron Patzer, Hellowallet, Fortune Magazine, Startup Founders And Entrepreneurs, Com, Techcrunch, Seeking Alpha.
What skills is Aaron Benway known for?
Aaron Benway has skills like Investments, Mergers And Acquisitions, Financial Modeling, Financial Analysis, Leadership, Strategy, Venture Capital, Corporate Finance, Mergers, Valuation, Analysis, Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial