aaron campbell , cfp®
Portfolio Manager | First Vice President - Wealth Management at UBS
portfolio manager | senior vice president - wealth management ubs financial service inc .
office : 937-226-6583 '' practice unique . 're typical financial advisory practice . proprietary valuation process help u manage several distinct investment portfolio . portfolio manager , practice time honored tradition valuing selecting investment one security time , managing risk , constructing portfolio meet client objective . subcontract portfolio management mutual fund people . end result goal client save fee enjoy better return process . '' – aaron s. campbell , portfolio manager & first vice president – wealth management passionate delivering quality advice , aaron ha earned certified financial planner™ ( cfp® ) certification – industry standard excellence financial planning . addition managing investment portfolio , group focus full financial planning - assessing issue client income need , tax , titling , insurance , gifting , trust , manner unique family business situation . aaron hold finra series 7 series 66 security license , national future association ( nfa ) series 31 license , well several state accident health , life , variable annuity license . aaron earned b.a . philosophy university utah ha post-graduate certification nyu valuation corporate finance . student investment valuation technique . aaron life springboro two teenage son . * * comment financial advisor , ubs financial service inc. , subsidiary affiliate . instruction business transaction affect client 's account accepted linkedin . communication may monitored retained ubs . information comment provided current , informational purpose . see http : //www.ubs.com/fas-legal full disclosure . * * / * * * * * * * * * / * * comment employee , ubs financial service inc. , subsidiary affiliate . instruction business transaction affect client 's account accepted linkedin . communication may monitored retained ubs . information comment provided current , informational purpose . see http : //www.ubs.com/fas-legal full disclosure . * *
UBS
https://www.linkedin.com/company/ubs
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Portfolio Manager | First Vice President - Wealth Management
LexisNexis
https://www.linkedin.com/company/lexisnexis
Managed research and marketing representatives, servicing attorneys & law firms - and government agencies across the country.
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Manager / Team Lead
Valuation & Corporate Finance - w/ Honors
NYU Stern's acclaimed program on business valuation & corporate finance, taught by Professor Aswath Damodaran
Finance and Investment Management
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New York University - Leonard N. Stern School of Business
https://www.linkedin.com/school/nyu-stern-school-of-business/
Financial Planning Education Program
Certified Financial Planner ™
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Kaplan University
https://www.linkedin.com/school/kaplan-university/
B.A.
Philosophy
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University of Utah
https://www.linkedin.com/school/university-of-utah/
NYU Stern School of Business
basno.com
Certificate in Corporate Finance with High Honors
http://basno.com/1swre1xd
NYU Stern School of Business
basno.com
Certificate in Valuation with High Honors
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FINRA
**Registered States** AZ, CA, CO, CT, DC, FL, GA, IN, KY, MI, NC, NH, NY, OH, SC, TX, VA, WA, WI, WV
Certified Financial Planning Board of Standards
Certified Financial Planner ™
https://www.linkedin.com/in/rebekah-huie-a4397a10
Charleston, SC
Rebekah Huie
Vice President of Sales & Agency Partnerships at Celebrated Experiences
https://www.linkedin.com/in/edward-mcdannold-ab470552
Cincinnati, OH
Edward McDannold
Financial Advisor at J. Nelson Financial Group, LLC
https://www.linkedin.com/in/dave-campbell-53a09621
Englewood, OH
Dave Campbell
Chief Executive Officer at Dolphin Hat Games
https://www.linkedin.com/in/lindseywilliamslexisnexis
Dayton, OH
Lindsey Williams
Director of Sales at LexisNexis
https://www.linkedin.com/in/christy-shoemaker-55654a111
Sabina, OH
Christy Shoemaker
Come melt with me :)
https://www.linkedin.com/in/james-sayer-bb058a4
Dayton, OH
James Sayer
Connecting forward thinking leaders to the expertise they need | Expense Reduction | Business Consulting and Systems | Trusted Advisor | Cost Management | Strategy
https://www.linkedin.com/in/jeblyne
Southlake, TX
Jeb Lyne
Director, Strategy - Helping companies improve their operations strategy and execution to be more competitive and profitable
https://www.linkedin.com/in/shawn-leary-10002a198
Greater Macon
Shawn Leary
Student at Georgia College & State University
https://www.linkedin.com/in/daniel-whitt-4410777a
Huntsville-Decatur-Albertville Area
Daniel Whitt
Supply Chain Operations Consultant at KPMG US
https://www.linkedin.com/in/bob-maurer-77318292
Louisville, KY
Bob Maurer
Sales/Marketing
https://www.linkedin.com/in/lee-lawrence-83575b17
Chicago, IL
Lee Lawrence
Client Lead at Basis Technologies (formerly Centro)
https://www.linkedin.com/in/ryan-geeves-853b0a43
Columbus, OH
Ryan Geeves
Client Integration Manager at Doyle HCM
https://www.linkedin.com/in/andrew-duebber-ains-805b8094
Cincinnati, OH
Andrew Duebber, AINS
at
https://www.linkedin.com/in/joseph-andrews94
Nashville, TN
Joseph Andrews
Inside Sales Account Manager II at Dell Technologies
https://www.linkedin.com/in/luis-gurri
Washington DC-Baltimore Area
Luis Gurri
CEO / Cyber and Information Operations Planner / US Army Reserve Cyber Operations officer / Veterati mentor
https://www.linkedin.com/in/marielle-schurig
New York City Metropolitan Area
Marielle Schurig, CFP®, CDFA
Wealth Advisor | Speaker | Educator
https://www.linkedin.com/in/mario-afram-9067a94
Paramus, NJ
Mario Afram
Senior Vice President, Senior Portfolio Manager - Wealth Management. UBS Financial Services
https://www.linkedin.com/in/eric-e-thompson-67b02657
Norfolk, VA
Eric E. Thompson
Senior Vice President-Wealth Management/Portfolio Manager, Wealth Advisor at UBS Financial Services, Inc.
Shared by Aaron Campbell, CFP®
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My boy’s first State Championship title. He starts his run for his sixth title tomorrow. Still one of my favorite pics! #wrestling  #OhioState…
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Margaret Paints a Picture. #simplystrategic #strategystoriesworthknowing #strategyguides #bullseye #specificgoals
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Photo
MS Excel and VBA macros
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Dayton Area Small Business Networking Group
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Linked Dayton
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University of Utah Alumni
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NYU Online Valuation Certificate - Pilot 2017
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Entrepreneurs Dayton
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