aaron bassin
Performance Analyst at Fiducient Advisors
analyst fiducient advisor
experienced analyst demonstrated track record financial service industry . confident contributor brings dedicated work-ethic outstanding emotional intelligence . comfortable working individually , part dedicated team . currently , 'm continuing education certification graduate program .
Fiducient Advisors
https://www.linkedin.com/company/fiducient-advisors
-Co-Head the team that launched a new wealth management portal for our clients. This new portal automated meeting materials and provided clients with personal login portals where they can view daily investment performance.
-Assisted Consultants by preparing meeting materials for quarterly client meetings. This included calculating performance on complex portfolios including alternative investments.
-Worked directly with clients to solve day-to-day problems. 
-After our merger with FIA, Co-Head the team that ensured a seamless transition for our clients onto the new wealth management portal. This included over 500 clients.
Chicago, Illinois
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Performance Analyst
Northern Trust Corporation
https://www.linkedin.com/company/northern-trust
Chicago, Illinois, United States
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Senior Analyst
Northern Trust Corporation
https://www.linkedin.com/company/northern-trust
Worked directly with Northern Trust’s external hedge fund clients to provide a variety of services. 
-Served as the first point of contact between Hedge Fund Managers and their prime brokers. 
-Ensured that trade settlement was executed in a timely manner.
-Provided reconciliation and valuation services for a wide variety of financial products including equities, bonds, futures, and options.
-In my final months at the firm, I led the onboarding of a hedge fund with more than 13 billion in AUM onto the Northern Trust platform. 

Through my time at Northern Trust I gained a vast knowledge of various asset classes, transaction types, and capital allocation strategies. 

The Northern Trust Hedge Funds Services team I served under was a high-paced, client focused, and detail oriented group. I am proud of what our team accomplished while I was at the firm, bringing value to Northern Trust and the customers we served.
Chicago, Illinois
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Analyst, Hedge Fund Services
Northern Trust Corporation
https://www.linkedin.com/company/northern-trust
Provided Daily and monthly portfolio performance reports for high net-worth clients. Assisted in the reconciliation of factsheets, accounting reports, and investment reports. Worked with a team to price alternative assets by using quantitative and qualitative data. Identified opportunities to further streamline and automate custom reports using VBA that retrieved Pricing and Characteristic data from Bloomberg and Factset for Client service associates.
Tempe, AZ
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Asset Management: Performance & Reporting
Vivint Smart Home
https://www.linkedin.com/company/vivint
-	Generated leads for smart home systems in the Santa Monica area by educating customers on products and services
-	Followed up with customers who had shown history of interest in products to close deals and negotiate pricing.
Greater Los Angeles Area
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Sales Associate
Bachelor's of Science
Finance
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University of Arizona
https://www.linkedin.com/school/uarizona/
Sigma Chi International Fraternity
Multiple leadership positions held
https://www.linkedin.com/in/nick-wilson-cep-239039a5
Greater Chicago Area
Nick Wilson, CEP
Stock Plan Professional
https://www.linkedin.com/in/jacob-anderson-cfa-31362010a
Naperville, IL
Jacob Anderson, CFA
Senior Performance Analyst at Fiducient Advisors
https://www.linkedin.com/in/alexander-weiss-04547786
Greater Chicago Area
Alexander Weiss
Senior Performance Analyst at Fiducient Advisors
https://www.linkedin.com/in/michael-sloan-2631475b
Chicago, IL
Michael Sloan
Senior Performance and Systems Analyst, Team Lead at Fiducient Advisors
https://www.linkedin.com/in/sydneyievans
Wheaton, IL
Sydney Evans, PHR
Human Resources Manager at Fiducient Advisors
https://www.linkedin.com/in/arielle-schwartz-8592465b
Greater Chicago Area
Arielle Schwartz
Senior Marketing Associate at Fiducient Advisors
https://www.linkedin.com/in/tyler-nichols-901bbb7a
Batavia, IL
Tyler Nichols
Senior Manager of Performance Analytics at Fiducient Advisors
https://www.linkedin.com/in/bobdimeo
Chicago, IL
Bob DiMeo
Fiducient Advisors CEO I Passionate about helping colleagues grow and clients prosper I Author and Humanitarian
https://www.linkedin.com/in/matthew-witt-08713729
Chicago, IL
Matthew Witt
Senior Analyst at Equity LifeStyle Properties, Inc.
https://www.linkedin.com/in/bradley-johnson-cipm-60690795
Greater Chicago Area
Bradley Johnson, CIPM
Senior Performance Analyst, Team Lead at Fiducient Advisors
https://www.linkedin.com/in/beausheedy
Phoenix, AZ
Beau Sheedy
Financial Consultant
https://www.linkedin.com/in/christine-jordan-cfp%C2%AE-0a0b629
Greater Chicago Area
Christine Jordan, CFP®
Certified Financial Planner
https://www.linkedin.com/in/ryan-walter-660b409
Greater Chicago Area
Ryan Walter
Senior Consultant
https://www.linkedin.com/in/mohammed-khan-cfe-95ba72a7
Greater Chicago Area
Mohammed Khan, CFE
Owner - Starfleet Logistics LLC
https://www.linkedin.com/in/joelhainsfurther
United States
Joel Hainsfurther, CFA
Senior Research Analyst – Global Public Markets at Fiducient Advisors
https://www.linkedin.com/in/peter-santoro
Phoenix, AZ
Peter Santoro
Animal Care Specialist II at OdySea Aquarium
https://www.linkedin.com/in/ryan-p-tracy-cfp%C2%AE-b343a158
Greater Chicago Area
Ryan P. Tracy, CFP®
Senior Investment Consultant  - Fiducient Advisors
https://www.linkedin.com/in/ismael-ramirez-1514211aa
Sahuarita, AZ
Ismael Ramirez
Web Designer
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New York, NY
Lawrence Aaron Bassin
Licensed Associate Real Estate Salesperson Manhattan Specialist at Keller Williams NYC
https://au.linkedin.com/in/aaron-bassin-09a3ab66
Sydney, NS
Aaron Bassin
CEO and Co-Founder at Bridgit | Fintech entrepreneur | Using technology to help Australians progress in their lives
WSJ Noted. Adviser Network
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2016 Northern Trust Intern Class
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