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
Portfolio Manager | First Vice President - Wealth Management
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LexisNexis
https://www.linkedin.com/company/lexisnexis
Manager / Team Lead
Managed research and marketing representatives, servicing attorneys & law firms - and government agencies across the country.
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Finance and Investment Management
Valuation & Corporate Finance - w/ Honors
New York University - Leonard N. Stern School of Business
https://www.linkedin.com/school/nyu-stern-school-of-business/
NYU Stern's acclaimed program on business valuation & corporate finance, taught by Professor Aswath Damodaran
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Certified Financial Planner ™
Financial Planning Education Program
Kaplan University
https://www.linkedin.com/school/kaplan-university/
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Philosophy
B.A.
University of Utah
https://www.linkedin.com/school/university-of-utah/
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http://basno.com/1swre1xd
Certificate in Corporate Finance with High Honors
basno.com
NYU Stern School of Business
http://basno.com/5cwpdz7f
Certificate in Valuation with High Honors
basno.com
NYU Stern School of Business
**Registered States** AZ, CA, CO, CT, DC, FL, GA, IN, KY, MI, NC, NH, NY, OH, SC, TX, VA, WA, WI, WV
FINRA
Certified Financial Planner ™
Certified Financial Planning Board of Standards
https://www.linkedin.com/in/rebekah-huie-a4397a10
Rebekah Huie
Vice President of Sales & Agency Partnerships at Celebrated Experiences
Charleston, SC
https://www.linkedin.com/in/edward-mcdannold-ab470552
Edward McDannold
Financial Advisor at J. Nelson Financial Group, LLC
Cincinnati, OH
https://www.linkedin.com/in/dave-campbell-53a09621
Dave Campbell
Chief Executive Officer at Dolphin Hat Games
Englewood, OH
https://www.linkedin.com/in/lindseywilliamslexisnexis
Lindsey Williams
Director of Sales at LexisNexis
Dayton, OH
https://www.linkedin.com/in/christy-shoemaker-55654a111
Christy Shoemaker
Come melt with me :)
Sabina, OH
https://www.linkedin.com/in/james-sayer-bb058a4
James Sayer
Connecting forward thinking leaders to the expertise they need | Expense Reduction | Business Consulting and Systems | Trusted Advisor | Cost Management | Strategy
Dayton, OH
https://www.linkedin.com/in/jeblyne
Jeb Lyne
Director, Strategy - Helping companies improve their operations strategy and execution to be more competitive and profitable
Southlake, TX
https://www.linkedin.com/in/shawn-leary-10002a198
Shawn Leary
Student at Georgia College & State University
Greater Macon
https://www.linkedin.com/in/daniel-whitt-4410777a
Daniel Whitt
Supply Chain Operations Consultant at KPMG US
Huntsville-Decatur-Albertville Area
https://www.linkedin.com/in/bob-maurer-77318292
Bob Maurer
Sales/Marketing
Louisville, KY
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Lee Lawrence
Client Lead at Basis Technologies (formerly Centro)
Chicago, IL
https://www.linkedin.com/in/ryan-geeves-853b0a43
Ryan Geeves
Client Integration Manager at Doyle HCM
Columbus, OH
https://www.linkedin.com/in/andrew-duebber-ains-805b8094
Andrew Duebber, AINS
at
Cincinnati, OH
https://www.linkedin.com/in/joseph-andrews94
Joseph Andrews
Inside Sales Account Manager II at Dell Technologies
Nashville, TN
https://www.linkedin.com/in/luis-gurri
Luis Gurri
CEO / Cyber and Information Operations Planner / US Army Reserve Cyber Operations officer / Veterati mentor
Washington DC-Baltimore Area
https://www.linkedin.com/in/marielle-schurig
Marielle Schurig, CFP®, CDFA
Wealth Advisor | Speaker | Educator
New York City Metropolitan Area
https://www.linkedin.com/in/mario-afram-9067a94
Mario Afram
Senior Vice President, Senior Portfolio Manager - Wealth Management. UBS Financial Services
Paramus, NJ
https://www.linkedin.com/in/eric-e-thompson-67b02657
Eric E. Thompson
Senior Vice President-Wealth Management/Portfolio Manager, Wealth Advisor at UBS Financial Services, Inc.
Norfolk, VA
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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Shared by Aaron Campbell, CFP®
Margaret Paints a Picture. #simplystrategic #strategystoriesworthknowing #strategyguides #bullseye #specificgoals
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Liked by Aaron Campbell, CFP®
Photo
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Liked by Aaron Campbell, CFP®
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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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