Aristotle Mcdonald Email & Phone Number
Who is Aristotle Mcdonald? Overview
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Aristotle Mcdonald is listed as Business Development Specialist at Virtue Capital Management at Virtue Capital Management, a company with 33 employees, based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Aristotle Mcdonald.
Aristotle Mcdonald previously worked as Business Development Specialist at Virtue Capital Management and Financial Services Agent at Alliance America. Aristotle Mcdonald holds Bachelor Of Science, Business Administration from Florida Southern College.
Email format at Virtue Capital Management
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About Aristotle Mcdonald
About Me:With a dynamic background driving market expansion and growth in the financial services sector, I am currently leveraging my expertise as a Business Development Specialist at Virtue Capital Management in Nashville. My role involves canvassing the U.S. market for Registered Investment Advisors (RIAs), identifying strategic opportunities that have led to significant sales and asset under management (AUM) growth.Previously, at Alliance America and Valic Financial Advisors (now Corebridge Financial), I specialized in delivering comprehensive financial planning and managing high-net-worth client relationships, overseeing substantial AUM. My experience extends to insurance strategy implementation and trust funding, ensuring seamless integration into broader financial plans.I bring a proven track record in client onboarding, negotiation, and stakeholder collaboration, having successfully navigated complex business environments to align strategies with C-suite executives for organizational growth.Eager to transition my skill set into fintech, I am passionate about exploring opportunities where I can merge cutting-edge technology with financial solutions. I aspire to drive business development initiatives that optimize customer acquisition strategies, foster strategic partnerships, and ultimately contribute to the growth and innovation of fintech companies.Let's connect to discuss how my blend of sales acumen, investment management, and strategic business development can bring value to your fintech organization.
Aristotle Mcdonald's current company
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Aristotle Mcdonald work experience
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Financial Services Agent
CurrentComprehensive Financial Planning: Delivered and maintained estate and financial planning services across five states, providing tailored solutions to meet diverse client needs.Trust Setup and Funding: Guided clients through the setup and funding of trusts, integrating these elements seamlessly into broader financial plans.Insurance Strategy Implementation.
Advisor
CurrentTop Advisor Training: Completed rigorous training with top advisors nationwide, mastering leading sales practices and strategies.Insurance and Financial Planning Integration: Leveraged insurance expertise in conjunction with financial planning to provide comprehensive, tailored client solutions.
Advisor
Retirement Account Management: Managed ERISA retirement accounts, overseeing plan enrollment and client referral programs to ensure client satisfaction and compliance.High-Net-Worth Client Advisory: Developed and executed comprehensive financial plans for high-net-worth and ultra-high-net-worth clients, managing $32 million in AUM.Client Relationship.
Customer Service Rep, Sales Analyst, Regional Wholesaler
High-Impact Presentations: Delivered impactful product presentations to both internal and external stakeholders.Managed a territory of advisor driving education opportunities and sales consultation to my national territory.Comprehensive Call Management: Managed inbound service and sales calls across all lines of business, supporting both captive and.
Colleagues at Virtue Capital Management
Other employees you can reach at virtuecapitalmanagement.com. View company contacts for 33 employees →
James Webb, Chfc®
Colleague at Virtue Capital Management
Brentwood, Tennessee, United States, United States
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BZ
Bob Zeiner, Clu, Chfc
Colleague at Virtue Capital Management
Jacksonville, Florida, United States, United States
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TD
Thomas Davis
Colleague at Virtue Capital Management
Birmingham, Alabama, United States, United States
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BK
Brandon K.
Colleague at Virtue Capital Management
Clarksville, Tennessee, United States, United States
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SR
Sonny Rains Cfp®
Colleague at Virtue Capital Management
Jacksonville, North Carolina, United States, United States
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AH
Aaron Hall
Colleague at Virtue Capital Management
Nashville Metropolitan Area, United States
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TY
Trace Yarbrough
Colleague at Virtue Capital Management
New Bern-Morehead City Area, United States
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LB
Lacey Boyd
Colleague at Virtue Capital Management
Nashville, Tennessee, United States, United States
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JY
John Yarbrough
Colleague at Virtue Capital Management
Arvada, Colorado, United States, United States
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RW
Ronald Wiitala
Colleague at Virtue Capital Management
Port Charlotte, Florida, United States, United States
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Aristotle Mcdonald education
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Florida Southern College
Frequently asked questions about Aristotle Mcdonald
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What company does Aristotle Mcdonald work for?
Aristotle Mcdonald works for Virtue Capital Management.
What is Aristotle Mcdonald's role at Virtue Capital Management?
Aristotle Mcdonald is listed as Business Development Specialist at Virtue Capital Management at Virtue Capital Management.
Where is Aristotle Mcdonald based?
Aristotle Mcdonald is based in Nashville, Tennessee, United States while working with Virtue Capital Management.
What companies has Aristotle Mcdonald worked for?
Aristotle Mcdonald has worked for Virtue Capital Management, Alliance America, Florida Financial Advisors, Valic Financial Advisors (Now Corebridge Financial), and Nationwide Insurance Company.
Who are Aristotle Mcdonald's colleagues at Virtue Capital Management?
Aristotle Mcdonald's colleagues at Virtue Capital Management include James Webb, Chfc®, Bob Zeiner, Clu, Chfc, Thomas Davis, Brandon K., and Sonny Rains Cfp®.
How can I contact Aristotle Mcdonald?
You can use AeroLeads to view verified contact signals for Aristotle Mcdonald at Virtue Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Aristotle Mcdonald attend?
Aristotle Mcdonald holds Bachelor Of Science, Business Administration from Florida Southern College.
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