Aiden Wright Email & Phone Number
@rmrwealth.com
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Who is Aiden Wright? Overview
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Aiden Wright is listed as Associate, Portfolio and Performance Analysis at JPMorganChase, a company with 213060 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at rmrwealth.com and a matched LinkedIn profile for Aiden Wright.
Aiden Wright previously worked as Head of Financial Planning and Trading at Sage Advisors Llc and Head of Trading, Reporting & Operations at Sage Advisors Llc. Aiden Wright holds B.A. Economics, Minored In Business And Computer Science from Montclair State University.
Email format at JPMorganChase
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AeroLeads found 1 current-domain work email signal for Aiden Wright. Compare company email patterns before reaching out.
About Aiden Wright
Aiden began working in the Financial Services industry over 5 years ago and has developed a knack for trading. At Sage Advisors, Aiden works with clients of all ages and backgrounds who have at least a million dollars of liquid investable assets.Aiden’s knowledge of financial products helps give clients the confidence they need when working with a financial professional. Along with Alison Gardner (Founder & CEO), he utilizes NASDAQ Dorsey Wright’s investment process and research.Aiden attended Montclair State University where he majored in Economics and minored in both Business & Computer Science. Aiden was a long pole defender for the University’s Division 3 Lacrosse Team.
Listed skills include Fitness, Customer Service, Sales, Market Research, and 8 others.
Aiden Wright's current company
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Aiden Wright work experience
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Head Of Financial Planning And Trading
Head Of Trading, Reporting & Operations
Current
Trading & Reporting Team - Advisory Specialist
- Participated in the RMR Wealth Builders Investment Committee which is responsible for the establishment and oversight of the RMR Wealth Pillar Portfolio Program; this includes all retail, advisory, and institutional.
- Researched new programs to present to the Investment Committee in order to further expose the firm to better portfolio optimization and stress testing software.
- Prepared and generated reports that provided analysis in areas including: asset management, performance, asset allocation, suitability, risk tolerance and position concentration.
- Familiarized myself with the financial planning process steps, that includes prospecting, establishing relationships, determining risk tolerance and suitability, constructing portfolios and ensuring compliance.
- Involved primarily with the “Trading and Reporting” team whose main focus is to help advisors make informed investment decisions to assist them in allocating their client’s account correctly.
- Was presented RMR Wealth Builder's "Intern of the Year" award before converting into a full-time role.
Analyst
- Participated in an online program covering the fundamentals of value investing, financial analysis, financial modeling, credit analysis and equity research
- Completed research and hands-on assignments covering financial analysis & accounting, business model analysis, valuation, business breakdown analysis, adjusted EBITDA models, discounted cash flow modeling, M&A/LBO.
Marketing Research Intern
Colleagues at JPMorganChase
Other employees you can reach at jpmorganchase.com. View company contacts for 213060 employees →
Srinivasa Degala
Colleague at JpmorganchaseNorwalk, Connecticut, United States, United States
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Leena Alajlani
Colleague at JpmorganchaseRiyadh, Riyadh, Saudi Arabia, Saudi Arabia
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JW
Jonnay Watson
Colleague at JpmorganchaseNew Castle, Delaware, United States, United States
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JD
Jacqueline Downey
Colleague at JpmorganchaseHuntington, New York, United States, United States
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DT
Daniela Torres
Colleague at JpmorganchaseBuenos Aires, Buenos Aires Province, Argentina, Argentina
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CG
Christian Galante
Colleague at JpmorganchaseMassapequa, New York, United States, United States
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JR
Jared Roane
Colleague at JpmorganchaseNewark, Delaware, United States, United States
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AM
Arturo Mendoza
Colleague at JpmorganchaseCollege Station-Bryan Area, United States
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TW
Thomas W. Sebok
Colleague at JpmorganchaseNew York City Metropolitan Area, United States
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JM
Joseph Manga
Colleague at JpmorganchaseNigeria, Nigeria
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Aiden Wright education
B.A. Economics, Minored In Business And Computer Science
Education record
High School
Frequently asked questions about Aiden Wright
Quick answers generated from the profile data available on this page.
What company does Aiden Wright work for?
Aiden Wright works for JPMorganChase.
What is Aiden Wright's role at JPMorganChase?
Aiden Wright is listed as Associate, Portfolio and Performance Analysis at JPMorganChase.
What is Aiden Wright's email address?
AeroLeads has found 1 work email signal at @rmrwealth.com for Aiden Wright at JPMorganChase.
Where is Aiden Wright based?
Aiden Wright is based in Philadelphia, Pennsylvania, United States while working with JPMorganChase.
What companies has Aiden Wright worked for?
Aiden Wright has worked for Jpmorganchase, Sage Advisors Llc, Rmr Wealth Builders, Inc., Invest Like The Street, and Wrightlabs, Llc.
Who are Aiden Wright's colleagues at JPMorganChase?
Aiden Wright's colleagues at JPMorganChase include Srinivasa Degala, Leena Alajlani, Jonnay Watson, Jacqueline Downey, and Daniela Torres.
How can I contact Aiden Wright?
You can use AeroLeads to view verified contact signals for Aiden Wright at JPMorganChase, including work email, phone, and LinkedIn data when available.
What schools did Aiden Wright attend?
Aiden Wright holds B.A. Economics, Minored In Business And Computer Science from Montclair State University.
What skills is Aiden Wright known for?
Aiden Wright is listed with skills including Fitness, Customer Service, Sales, Market Research, Online Marketing, Online Advertising, Cardiopulmonary Resuscitation, and Lifeguarding.
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