Kevin Aaron is a qualified expert, who works in Centerpoint Wealth Management on the position of Family Office Controller since 2015. Kevin gained professional experience in more than eight positions at different companies. Kevin Aaron went to the Indiana University Bloomington and got education there from 1986 to 1991. Mustang, Oklahoma is the city, where the professional was lastly known to settle. Kevin Aaron's contacts can be easily accessed through SoftwareOfficial on demand.
Name variants:
Kev Aaron
Contact Information
Last Update
Jul 11, 2022
Email
ka**@simonsbitzer.com, ke**@ronblue.com
Location
Mustang, OK
Company
Centerpoint Wealth Management
Workplace
Family Office Controller
Work History
Family Office Controller
Responsible for comprehensive financial, tax, estate and investment planning and consulting for ultra-high-net-worth clientele.
Jul 2015 — Nov 2016
Senior Financial Planner - Family Office Division
1125 Sanctuary Pkwy SUITE 500, Alpharetta, GA 30009
Responsible for comprehensive financial, tax, estate and investment planning and consulting for ultra-high-net-worth clientele.
Jun 2014 — Jul 2015
Tax and Business Advisor
8350 south Emerson Ave SUITE 100, Indianapolis, IN 46237
Manager in the area of tax, business consulting, and family office services.
May 2004 — May 2014
Staff Accountant - Tax Department
12800 north Meridian St SUITE 400, Carmel, IN 46032
1991 — 1993
Education
1986 — 1991
Occupations
Executive
Shop Manager
Accountant
Controller
Finance and Accounting Specialist
Financial Broker
Financial Planner
Sales Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Tax
Accounting
Tax Preparation
Strategic Financial Planning
Income Tax
Financial Reporting
Cpa
Cash Flow
Financial Modeling
Tax Accounting
Quickbooks
Corporate Tax
Accounts Payable
Financial Planning
FAQs about Kevin Aaron
What's the main profession of Kevin Aaron?
The expert is a Store Manager.
What jobs is Kevin a professional at?
Kevin is a professional such jobs as Executive and Shop Manager.
Where does Kevin Aaron live?
Mustang, Oklahoma is the place where Kevin Aaron currently lives
Does the expert have the email address?
ka**@simonsbitzer.com and ke**@ronblue.com is Kevin Aaron's email address.
Where did Kevin Aaron work?
Kevin worked at Centerpoint Wealth Management, Ronald Blue Trust.
Where has Kevin Aaron studied?
Kevin studied at the Indiana University Bloomington from 1986 to 1991.
What is professional industry that Kevin Aaron is connected to?
Kevin works in Financial Services industry.
What are the skills of Kevin Aaron?
Kevin Aaron has the following skills: Tax, Accounting, Tax Preparation, Strategic Financial Planning, Income Tax, Financial Reporting, Cpa, Cash Flow, Financial Modeling, Tax Accounting, and Quickbooks.