Associate at The Nemec Financial Group
Greater New York City Area
- Current
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- Associate at The Nemec Financial Group
- Past
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- Financial Securities Registered Representative / Insurance Agent at North Star Resource Group
- Market & Client Research Specialist at North Star Resource Group
- Market Research Assistant ... [London, England] ... at FreshMinds
- Education
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- The American College
- University of Oregon
- Pacific Lutheran University
- Pacific Lutheran University
- Wauwatosa West High School
- LIFE
- Recommended
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3 people have recommended Aaron - Connections
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174
connections
- Industry
- Financial Services
- Websites
Aaron Bell’s Summary
What I Do:
Associate working within a financial planning practice, "Cannataro Wealth Managment Group", which provides investments, insurance and planning for individuals and business owners. We are a member of the Northwestern Mutual Financial Network (AAA rated, private firm).
How I Get It Done:
- Professionally responding to client requests & attitude, exhibiting expertise and effectively articulating ideas & complex investment strategies/processes.
- Designing and conducting client surveys; transforming information into actionable recommendations
- Knowing the firms product line-up, and finding ways to leverage the sales process with strategic internal and external communication.
- Managing communication efforts, both verbal and written, to promote continuous dialogue and to build client relationships.
- Employing my familiarity with correlation analysis, basic performance/risk calculation, conjoint analysis and market segmentation.
- Developing comprehensive presentations for client meetings.
- Expanding my professional relationships into a resourceful and reliable network of key contacts for source information.
- Improving my skills by seeking full advantage of continuing education opportunities.
What It Might Be Called:
- Wealth Management Associate
- Relationship Consultant
- Client Service Associate
- PWM Client Analyst
- PWM Financial Analyst
- Advisory Services Specialist
- Client Research Analyst
- Registered Rep.
My Professional Licenses:
*Series 7 -- Investment Company, Products/Variable Contracts Rep.
*Series 66 -- Combined Securities Agent / Investment Adviser Rep.
*Licensed Insurance Rep. -- Law, Life, & Health Insurance Agent
*CFP Candidate 2010 (Certified Financial Planner)
Aaron Bell’s Specialties:
How I Add Value:
- Advanced preparations are needed for RFP's and other large-scale consultation proposals.
- Marketing materials do not reflect the firm's best message to clients.
- Wide range of complex products, confusing or unfamiliar to clients/prospects.
- Client failing to derive full benefits of products due to lack of knowledge or consultation.
Aaron Bell’s Experience
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Associate
The Nemec Financial Group
(Financial Services industry)
2008 — Present (1 year )
Providing investments, insurance and ideas within a boutique wealth management team at the Nemec Financial Group, a member of the Northwestern Mutual Financial Network.
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Financial Securities Registered Representative / Insurance Agent
North Star Resource Group
(Privately Held; Financial Services industry)
2007 — 2008 (1 year )
• Provided relationship managing, while collaborating with senior consultants and wholesale support.
• Implemented in-depth financial needs analysis using surveys that uncovered client investment objectives.
• Developed focused presentations and effectively presented in client and agency meetings.
• Educated clients and offered products including Fixed & Variable Life Insurance, Health Insurance, Variable Annuities, Mutual Funds, Brokerage Accounts, Retirement & College Funding Plans, & Long Term Care. -
Market & Client Research Specialist
North Star Resource Group
(Privately Held; Financial Services industry)
2007 — 2007 (less than a year)
• Designed client surveys for prospecting, gathered referrals, and systematized data for business development.
• Structured innovative marketing campaigns for small businesses and architecture firms.
• Participated in internal and external client meetings, while engaging in rigorous internal training modules.
• Supervised client requests and maintained communication efforts to nurture client relationships. -
Market Research Assistant ... [London, England] ...
FreshMinds
(Privately Held; 51-200 employees; Market Research industry)
2007 — 2007 (less than a year)
• Advanced the growth strategies of large institutional clients by identifying product data for customized opportunity assessment and market research.
• Improved productivity, service quality and time-to-market while eliminating extensive backlogs by rebuilding and managing database.
Aaron Bell’s Education
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The American College
CFP , Certified Financial Planner Progam , 2009 — 2010 (expected)
Completed Courses: (i) Financial Planning: Process & Environment, (ii) Fundamentals of Insurance Planning.
Outstanding Courses: (iii) Income Taxation, (iv) Planning for Retirement Needs, (v) Investments, (iv) Fundamentals of Estate Planning -
University of Oregon
MA , Philosophy (Concentration: Consciousness Theory) , 2004 — 2007
Graduate Merit Fellowship - MA thesis, titled: "Reclaiming Ethical Responsibility" (170pgs).
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Pacific Lutheran University
BS , Neuro-Psychology (Concentration: Cognition & Defense Mechanisms) , 2000 — 2004
- Activities and Societies:
- Independent Research Assistantship -- Four years of data collection and analysis, research paper writing, and professional presentations.
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Pacific Lutheran University
BA , Philosophy (Concentration: Theories of Justice in Contemporary Politics) , 2000 — 2004
Regent Scholarship - Four year, full-tuition academic scholarship awarded annually to two PLU students.
- Activities and Societies:
- Minor in Spanish, Honors College Graduate, and Severtson's Research Fellow.
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Wauwatosa West High School
High School Diploma , Graduated w/ Honors, & Advanced Placement Calculus, Chemistry, Literature & Language , 1996 — 2000
- Activities and Societies:
- Academic Decathlon, Varsity Math Team, Mu Alpha Theta Math Club, Chamber Orchestra (2nd Chair Viola - 8yrs), Varsity Football, Varsity Tennis, Theatre
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LIFE
Additional Information
Aaron Bell’s Websites:
Aaron Bell’s Interests:
• Ultimate Frisbee: 5yr Captain; & First Runner-up for the “2006 Callahan Award” (the sport’s highest collegiate honor), • 2004-USA National Champion; 2007-UK National Champion; 2007-World Beach Ultimate Champion (Italy) • Traveled to: France (3x), Germany (2x), England (2x), Switzerland (2x), Costa Rica (2x), Mexico (3x), Canada (10x), Austria, Denmark, Belgium, Luxembourg, Italy, Spain & 46 US States.
Aaron Bell’s Groups:
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University of Oregon Alumni -
Financial Risk Management Network -
Wholesaler Connect -
Foreign eXchange TRADER Network -
PLU Alumni -
The Philosophy Network -
Minikani Alumni -
Finance Club New York
Aaron Bell’s Honors:
Who's Who Among American Colleges Award (2004)
Severtson's Research Fellowship Award (2004)
Who's Who Among American Colleges Award (2003)
Regent Scholar & Honors College (2000-2004)
Eagle Scout (1999)
Aaron Bell’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
