Aaron Edwards
Vice President at First Trust
Vice President at First Trust
Experienced Vice President with a demonstrated history of business development in the financial services industry. Strong professional skilled in Sales, Securities, Asset Management, Retirement Planning, and Investment Advisory.
First Trust
https://www.linkedin.com/company/first-trust
Dallas/Fort Worth Area
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Vice President
Guggenheim Partners Investment Management LLC
https://www.linkedin.com/company/guggenheim-partners-investment-management-llc
Responsible for growth of territory annual sales growth from $50mm/yr to $600+mm/yr
Top 3 in sales throughout the organization
Responsible for continued asset growth of Guggenheim Investments and Transparent Value Equity
TX, OK, LA, AR
Regional Vice President
Sun Life Financial
https://www.linkedin.com/company/sun-life-financial
Currently top 3 in Wirehouse Sales YTD and top 5 in the Firm
Took regional territory from a bottom quartile territory to a top 5 Wirehouse Territory for the year 2009 in 9 months
Sun Council Member for 2009 and 2010 - comprised of the top 15 sales professionals and management 
Helped mentor ISC into the newly developed "Top Gun" program
Helped develop all new program that targets and tracks large non-annuity producers with content that is very specific. This process was designed to meet the unique needs of financial advisors that manage $150mm+ and focuses on developing simplified retirement income planning and pension strategies for high net worth individuals.
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Regional Vice President
Lincoln Financial Group
https://www.linkedin.com/company/lincoln-financial-group
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Regional Marketing Director
Lincoln Financial Distributors
https://www.linkedin.com/company/lincoln-financial-distributors
Leaders Club (2005 to 2008) Responsible for:	
Sharing ideas that drive business in my territory with others across the country
#1 Sales in Wire Channel for Nation in 2005
#2 Sales in Wire Channel for Nation in 2006 and 2007 (average increase 20% YOY)
Top 3 in the Nation in New Producers 2005, 2006, 2007
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Senior Regional Marketing Director
Morgan Stanley
https://www.linkedin.com/company/morgan-stanley
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Regional Vice President
Morgan Stanley
https://www.linkedin.com/company/morgan-stanley
Increased sales in separately managed account business by over 100% in 2003 (leads Southwest region and top 5 in the firm) 
Responsible for driving sales in all affiliated product areas: 1) mutual funds, 2)variable annuities, 3)separately managed accounts, 4) "wrap" products 
Responsible for implementing a Consultative Sales Approach with brokers to aid in the conversion from transactional to more fee based business
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Regional Vice President
Federated Investors, Inc
Tripled sales in region from previous years numbers in both mutual funds and Triple Crown Variable Annuity products 
Member of the Chairman's Club 2002 
Comprised of top wholesalers in the company based on production 
Responsibilities include developing new "value added" platforms and helping other wholesalers develop successful territories 
Rookie of the
Vice President
Kampen Investments
Raised firm record for territory ($500+ million) and was in the top 5 of all statistical sales categories including doubling the region's sales goal for 2000 
Responsible for raising sales goals in Prudential and Paine Webber from 86% and 69% respectively, to each over 150% to goal for the year 2000
Internal Sales Consultant
Janus Mutual Funds
Responsible for retention and acquisition of assets
Investor Service Representative
BBA
Finance
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Texas McCombs School of Business
https://www.linkedin.com/school/the-red-mccombs-school-of-business/
Bachelor of Business Administration - BBA
Finance, General
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The University of Texas at Austin
https://www.linkedin.com/school/theuniversityoftexasataustin-/
https://www.linkedin.com/in/kevin-wyrostek-bb503171
Naperville, IL
Kevin Wyrostek
ETF & SMA Inside Wholesaler at First Trust
https://www.linkedin.com/in/maura-jones-63693547
Dallas, TX
Maura Jones
Publisher at D Magazine
https://www.linkedin.com/in/mick-slyman
Columbus, Ohio Metropolitan Area
Mick Slyman, MSFS
AVP, Strategic Account Management
https://www.linkedin.com/in/jonathan-jirjis
New York, NY
Jonathan Jirjis
Executive Producer - WPP/Hogarth
https://www.linkedin.com/in/todd-mitchell-9541423b
Toledo, OH
Todd Mitchell
Regional Medical  Professional
4 Time Circle of Excellence Winner
https://www.linkedin.com/in/james-molinari-00756232
West Palm Beach, FL
James Molinari
Vice President at First Trust
https://www.linkedin.com/in/jordan-mccann
Dallas, TX
Jordan McCann
Regional Manager at Lord, Abbett & Co. LLC
https://www.linkedin.com/in/advisor-consultant-sc-ga-oppenheimer
Charleston, SC
Jesse Winterer
Vice President, ETFs & SMAs at First Trust
https://www.linkedin.com/in/robert-debeer-a5722a22
Dallas-Fort Worth Metroplex
Robert DeBeer
Managing Director/Investments, DeBeer, May, Hanna Wealth Management Group - Stifel Financial Corp.
https://www.linkedin.com/in/rick-gledhill
Dallas-Fort Worth Metroplex
Rick Gledhill, ACC, RCC™
Director at Piedmont Capital Distributors, LLC
https://www.linkedin.com/in/ric-pedersen-b254a2162
Bluffton, SC
Ric pedersen
Senior Vice President at First Trust
https://www.linkedin.com/in/lee-barlow-2886b419b
Dallas-Fort Worth Metroplex
Lee Barlow
Regional Sales Manager
https://www.linkedin.com/in/jay-tight-83b9399
Oldsmar, FL
Jay Tight
Vice President at First Trust
https://www.linkedin.com/in/jennifer-lane-5a67891b4
Dallas, TX
Jennifer Lane
Lead Estimator at HC Interiors-Hospitality
https://www.linkedin.com/in/gary-bryce-8a824276
Los Angeles Metropolitan Area
Gary Bryce
Senior Vice President at Capital Group | American Funds
https://www.linkedin.com/in/wyattwinslow
Annandale, VA
Wyatt Winslow
Vice President at First Trust  Portfolios | Leader at Spend Yourself Food Pantry
https://www.linkedin.com/in/mike-mendonsa-5850bb9
Palm Coast, FL
Mike Mendonsa
Regional Vice President at Delaware Life Insurance Company
https://www.linkedin.com/in/jack-mccaffrey-aif%C2%AE-9b91807
Providence County, RI
Jack McCaffrey, AIF®
Regional Vice President at Amundi US
Liked by Aaron Edwards
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Raymond James (NYSE: RJF) added nearly $34 billion of client assets and approximately 200 financial advisers last month. via Christina Georgacopoulos…
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Announcing Steven McClurg as a Bitcoin 2022 speaker! McClurg is the chief investment officer of Valkyrie Investments. He has considerable traditional…
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"Today I saw a video that made me tear up. An elderly veteran on hospice wanted to get a meal with his wife at a local pizza restaurant. There he…
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Boca Raton, FL
Aaron Edwards
Helping farmers with marketing
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Canterbury, New Zealand
Aaron Edwards
Construction Health and Safety Manager at Ryman Healthcare
https://www.linkedin.com/in/aaron-edwards-09aa0882
Woodinville, WA
aaron edwards
General Manager
https://www.linkedin.com/in/aaron-e-31096792
Salinas, CA
Aaron E.
Head Grower
https://www.linkedin.com/in/aaron-edwards-4622a02a
Metairie, LA
Aaron Edwards
Psychotherapist at Diversity Counseling, LLC
FInancial Wholesaler Career Searches
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Mutual Fund and Investment Jobs and Careers
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Wholesaler Connect - for Financial Services Wholesalers
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