Hayden Burns Email & Phone Number
@rockco.com
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Who is Hayden Burns? Overview
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Hayden Burns is listed as Registered Financial Planning and Investment Associate at Rockefeller Capital Management, a company with 491 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at rockco.com and a matched LinkedIn profile for Hayden Burns.
Hayden Burns previously worked as Registered Client Associate - Analyst at Rockefeller Capital Management and Summer Analyst at Rockefeller Capital Management. Hayden Burns holds Bachelor Of Business Administration - Bba, Finance, General from University Of Georgia - Terry College Of Business.
Email format at Rockefeller Capital Management
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AeroLeads found 1 current-domain work email signal for Hayden Burns. Compare company email patterns before reaching out.
About Hayden Burns
I work at Rockefeller Capital Management as a Financial Planning and Investment Associate at Rockefeller Global Family Office for Bruce Dickey Wealth Partners. I assist my team by executing trades, building financial plans, managing Investments, assisting with complex estate planning, and servicing client needs and requests. We focus on delivering a client-centered white glove experience to help clients sustain their lifestyles and achieve their financial goals. Outside of Rockefeller, I am a proud University of Georgia and Terry College of Business Alumni with aspirations to give back to Terry and my community.
Hayden Burns's current company
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Hayden Burns work experience
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Registered Financial Planning And Investment Associate
Current- Give investment recommendations based on liquidity needs, suitability, and risk tolerance
- Execute securities transactions
- Analyze portfolios to determine the most efficient buy, sells, or donations
- Evaluate alternative investment opportunities and execute the redemption and subscription forms
- Create detailed cash flow analysis and net worth statements
- Execute client wires, EFTs, checks, journals, and deliveries
Registered Client Associate - Analyst
- Give investment recommendations based on liquidity needs, suitability, and risk tolerance
- Execute securities transactions
- Analyze portfolios to determine the most efficient buy, sells, or donations
- Evaluate alternative investment opportunities and execute the redemption and subscription forms
- Create detailed cash flow analysis and net worth statements
- Execute client wires, EFTs, checks, journals, and deliveries
Summer Analyst
- Assist Private Wealth Management Teams
- Create and present a financial literacy education session for a client’s company
- Initiate and confirm ACAT transfers
- Assist with margin account transactions
- Present a financial literacy course for Cents Ability, a New York nonprofit
- Evaluate investment opportunities
Owner And Operator
- Finance and operate a new start-up business.
- Manufacture and sell own product, Crystal Potpourri, for wholesaling and retail for over $15,000 in sales since June 2021.
- Finance, research and manage the risk of developing more product variety, totaling 39 different varieties.
- Keep accurate records of purchases and sales for bookkeeping and tax purposes.
Manager
- Plan, prepare, organize, and direct the dining hall for 120 campers up to three times a day.
- Shadow the budgeting and planning process for the entire summer.
- Manage, help, and direct camp a team of 12 counselors.
- Set up and manage corporate and ribbon-cutting events.
- Help organize, purchase, prepare, and plate food for the campers.
- Ensured that all 150 campers, staff, and visitors practiced COVID-19 precautions.
Colleagues at Rockefeller Capital Management
Other employees you can reach at rockco.com. View company contacts for 491 employees →
Nicholas Santurro
Colleague at Rockefeller Capital ManagementOld Bridge, New Jersey, United States, United States
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CM
Colton Myers
Colleague at Rockefeller Capital ManagementSt Simons Island, Georgia, United States, United States
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JM
J. Mark Holcomb, Cima
Colleague at Rockefeller Capital ManagementCincinnati, Ohio, United States, United States
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Wiles Dolle
Colleague at Rockefeller Capital ManagementNew York, New York, United States, United States
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MH
Megan Hardesty
Colleague at Rockefeller Capital ManagementDurham, North Carolina, United States, United States
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Vince Fiori
Colleague at Rockefeller Capital ManagementBoca Raton, Florida, United States, United States
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AF
Abby Frank
Colleague at Rockefeller Capital ManagementNew York, New York, United States, United States
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Brian Mulligan
Colleague at Rockefeller Capital ManagementAtlanta Metropolitan Area, United States
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WB
Whitney Butterfield
Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States
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CB
Christa Bruckner Ahrens
Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States
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Hayden Burns education
Bachelor Of Business Administration - Bba, Finance, General
Bachelor Of Business Administration - Bba, Finance, General
Frequently asked questions about Hayden Burns
Quick answers generated from the profile data available on this page.
What company does Hayden Burns work for?
Hayden Burns works for Rockefeller Capital Management.
What is Hayden Burns's role at Rockefeller Capital Management?
Hayden Burns is listed as Registered Financial Planning and Investment Associate at Rockefeller Capital Management.
What is Hayden Burns's email address?
AeroLeads has found 1 work email signal at @rockco.com for Hayden Burns at Rockefeller Capital Management.
Where is Hayden Burns based?
Hayden Burns is based in Atlanta, Georgia, United States while working with Rockefeller Capital Management.
What companies has Hayden Burns worked for?
Hayden Burns has worked for Rockefeller Capital Management, Crystal Bouquet, and Camp Southern Ground.
Who are Hayden Burns's colleagues at Rockefeller Capital Management?
Hayden Burns's colleagues at Rockefeller Capital Management include Nicholas Santurro, Colton Myers, J. Mark Holcomb, Cima, Wiles Dolle, and Megan Hardesty.
How can I contact Hayden Burns?
You can use AeroLeads to view verified contact signals for Hayden Burns at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Hayden Burns attend?
Hayden Burns holds Bachelor Of Business Administration - Bba, Finance, General from University Of Georgia - Terry College Of Business.
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