Aaron Anson

Experience

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  Charles Schwab

  May 2006 - Nov 2013

  I led a team of 12 Portfolio Analysts who assist investment advisory firms in growing their business. I was actively engaged with staff and management to identify issues and opportunities to improve service and departmental productivity through quality assurance. I handled escalated client issues and helped facilitate the process between the appropriate team members. I provided oversight to ensure team members met expectations for their productivity objectives. I conducted correspondence audits between staff and their clients to ensure the proper level of service was maintained, and then provided coaching feedback. I assisted management in finding the right role for employees by acknowledging each employee’s individual strengths. I was responsible for making hiring and promotion recommendations and monitored staffing levels to ensure the team operated at optimal capacity. Show less I managed relationships for several investment advisory firms and was responsible for providing exceptional service. I focused on enhancing my client’s experience with our products and service by seeing “through the client’s eyes.” I actively engaged my client’s to better understand their business in order to anticipate and fulfill their needs. I proactively consulted with them and seeked opportunities to enhance the partnership by maintaining open and constant communication. I demonstrated effective communication with other business units and utilized resources as necessary. Show less I managed relationships for several investment advisory firms and was responsible for providing exceptional service. I focused on enhancing my client’s experience with our products and service by seeing “through the client’s eyes.” I actively engaged my client’s to better understand their business in order to anticipate and fulfill their needs. I proactively consulted with them and seeked opportunities to enhance the partnership by maintaining open and constant communication. I demonstrated effective communication with other business units and utilized resources as necessary. Show less

  • Team Lead

    Sept 2011 - Nov 2013

  • Portfolio Analyst II

    Apr 2007 - Sept 2011

  • Portfolio Analyst I

    May 2006 - Apr 2007
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  Frontier Wealth Management

  Nov 2013 - Jul 2022

  Partner, Director of Operations

  Frontier Wealth Management is a privately-owned registered investment advisory (RIA) firm focused on providing a robust, collaborative family-office experience. The firm was founded in 2007, with a mission to bring an enhanced level of expertise and service to the hard-working families that surround us each day.We leveraged the right team of in-house Specialists to manage risk, provide investment advice, create appropriate insurance solutions, and deliver estate, tax, and retirement planning.This collaborative, comprehensive approach resulted in a financial path that was specific to each individual client. We believed creating this path was the best way to manage the clients’ life journey and to sustain accountability.As the Director of Operations, I managed a wide array of aspects for the firm. I was responsible for backoffice operations, technology, client experience, workflow management, process improvements, HR, advisor/firm acquisitions, client quarterly reporting/billing, assessing firm-wide diagnostics, etc. I played an integral part in creating/implementing/executing strategic initiatives for the firm. Show less

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  CAPTRUST

  Jul 2022 - now

  Operations

  In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence. Show less