Aaron A. Henry, MBA

Experience

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  Marshall & Ilsley (M&I) Corporation

  Apr 1998 - May 2002

  Investment Specialist

  • Worked as an investment specialist focusing on municipal, corporate and government bonds• Researched and reconciled principal / interest discrepancies for safekeeping accounts• Processed money market, mutual fund and equity trades in a timely

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  Marshall & Ilsley (M&I) Wealth Management

  May 2002 - Oct 2006

  Investment Representative / Financial Advisor

  • Build client relationships by providing superior service through sound, thoughtful and objective financial advice• Set expectations, collect financial information, assess risk profile, identify time horizons and evaluate client financial needs • Provide comprehensive planning, investment management, brokerage services, private banking, estate planning strategies, and retirement opportunities• Maintain book of business through the direct sales of equities (stocks), fixed income (bonds), mutual funds, money markets, life insurance, advisory and managed money instruments • Implement innovative processes which focus on retaining clients and cultivating new clients Show less

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  Wells Fargo Funds Management Group

  Oct 2006 - Feb 2009

  Associate Regional Director

  • Effectively acquired, developed and retained assets for FMG• Focused on developing strong relationships with brokers, dealers, and financial advisors by strategically positioning Wells Fargo products building strong investment outcomes with clients and generating a solid practice • Successfully partnered with Regional Directors to deliver a high quality, consistent sales and service experience to Midwest and Southeast FMG clients • Provided value by delivering economic and capital market updates • Developed investment proposals based on client needs analysis • Implemented processes for effective and efficient territory management Show less

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  City of Racine

  Feb 2009 - Aug 2017

  Police Officer

  • Protected life and property through the proactive enforcement of local and state laws• Community Oriented Policing (C.O.P.) Unit – Jacato Drive House Officer (3 Year Term)o Community based initiative focused on building rapport, establishing relationships, and developing partnerships with high crime neighborhoodso Utilized intelligence-based techniques for conflict resolution o Partnered with the Special Investigations Unit (S.I.U) to develop criminal caseso Identified, partnered and utilized criminal informants (C.I.) for special operationso Implemented various surveillance techniques for undercover operationso Initiated and led special assignments o C.O.P. School Resource Officer (S.R.O) - Washington Park High School• Certified Training o Instructor (State of Wisconsin) - Professional Communicationso RAPD Field Training Officer (F.T.O.)o RAPD Evidence Technician (E.T.)o RAPD Taser Instructoro Reid Interview and Interrogation Techniques (Investigations)o Dignitary Protection• Background Investigator - RAPD Training Unit Show less

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  Village of Wind Point

  May 2016 - now

  Investigator / Police Officer

  • Protect life and property through the proactive enforcement of local and state laws• Focus and implement a Community Oriented Policing philosophy• Create a safe living environment with neighborhood patrols and traffic enforcement

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  Wells Fargo Advisors

  Jul 2017 - Oct 2020

  Financial Advisor

  • Focused on client relationships by providing superior service through sound, thoughtful and objective financial advice• Set expectations, collected financial information, assessed risk profile, identified time horizons and evaluated client financial needs • Provided comprehensive planning, investment management, brokerage services, private banking, estate planning strategies, and retirement opportunities• Maintained a book of business through the direct sales of equities (stocks), fixed income (bonds), mutual funds, money markets, life insurance, advisory and managed money instruments • Implemented innovative processes which focused on retaining clients and cultivating new clients Show less

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  Old National Bank

  Nov 2020 - now

  Private Banker