Aaron Hoppe

Aaron Hoppe

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  • Timeline

  • About me

    Lead Consultant Database Specialist at Allspring Global Investments

  • Education

    • Wisconsin Lutheran College

      2003 - 2007
      BS Finance, General

      Activities and Societies: Golf team Graduated Cum Laude

  • Experience

    • Wells Fargo

      May 2007 - Sept 2013

      -Ensured accuracy, integrity and consistency of investment data used by the firm for publication on internal and external websites as well as for final marketing materials-Routinely updated internal partners (Marketing, e-business, RFP, etc.) of the availability of investment/product data -Prioritized internal database enhancements with Information Technology to meet the needs of end-user clients-Represented the team regarding new product initiatives/launches and ensured that all systems were appropriately updated-Played a lead role during the Wells Fargo and Evergreen merger in ensuring the product set-up was complete and accurate in our internal database for the purposes of downstream websites and other consumers-Lead the quality control efforts with the internal database, the Board of Directors’ dashboard, and Salesnet to SalesVision system change-Assisted in the automation of importing fixed income data into our internal database Show less -Exceeded target quality scores in every month from August 2007 through January 2008-Ranked in top five out of fifty representatives in overall score in the third quarter of 2007-Achieved 100% accuracy in data entries for the month of February 2008-Appointed accuracy point person for my team which included sharing best practices and providing awareness of trends to fellow team members-Appointed productivity point person for my team making me responsible for sharing weekly productivity numbers as well as tips for further success Show less

      • Performance Analyst

        Jun 2008 - Sept 2013
      • Client Service Consultant

        May 2007 - Jun 2008
    • Wells Capital Management

      Sept 2013 - Oct 2021
      Lead Consultant Database Specialist

      -Maintain approximately 20 consultant databases (eVestment, Callan, Wilshire, Morningstar, ect) with timely and accurate information in order to provide a positive picture of our vast array of products to the Institutional community-Utilize independent research and analysis to accurately and favorably present our products and services to potential clients-Responsible for training new consultant database specialists in addition to maintaining the firm's list of personnel-Analytical, organizational, and time management skills are essential to the success of my position Show less

    • Allspring Global Investments

      Nov 2021 - now
      Lead Consultant Database Specialist
  • Licenses & Certifications

    • Completed Level I of the CFA exam

    • FINRA Licenses: Series 7, Series 63, Series 6