Cfp Aaron Talbott
My passions are investing, trading and helping people create financial legacies; I have experience managing investment portfolios for... | Kansas City Metropolitan Area, Kansas City Metropolitan Area, United States
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Cfp Aaron Talbott’s Emails aa****@um****.com
Cfp Aaron Talbott’s Phone Numbers No phone number available.
Social Media
Cfp Aaron Talbott’s Location Kansas City Metropolitan Area, Kansas City Metropolitan Area, United States
Cfp Aaron Talbott’s Expertise My passions are investing, trading and helping people create financial legacies; I have experience managing investment portfolios for institutional and high-net-worth investors, and in leading teams of local branch offices. Daily habits (in both investing and life) compound over time; the small decisions made today may seem negligible, but over time result in massive success if one remains focused, consistent and open-minded. Process is more important than outcome.
Cfp Aaron Talbott’s Current Industry Umb Bank
Cfp
Aaron Talbott’s Prior Industry
Scottrade
|
Piper Jaffray
|
Bwt Capital
|
Landmark Bank Wealth Management
|
Umb Bank
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Work Experience
Umb Bank
SVP / Senior Portfolio Manager
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Umb Bank
VP / Senior Portfolio Manager
Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Umb Bank
VP / Portfolio Manager
Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Landmark Bank Wealth Management
VP / Portfolio Manager
Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Bwt Capital
Head of Trading
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Piper Jaffray
Fixed Income Institutional Sales
Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Scottrade
Regional Manager
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Scottrade
Assistant Regional Manager
Sun Mar 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Scottrade
Investment Consultant
Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Aaron Talbott Email Addresses
FAQ About Cfp Aaron Talbott
-
Cfp Aaron Talbott is located at
Kansas City Metropolitan Area, Kansas City Metropolitan Area, United States -
Cfp Aaron Talbott is a
My passions are investing, trading and helping people create financial legacies; I have experience managing investment portfolios for institutional and high-net-worth investors, and in leading teams of local branch offices. Daily habits (in both investing and life) compound over time; the small decisions made today may seem negligible, but over time result in massive success if one remains focused, consistent and open-minded. Process is more important than outcome. Umb Bank -
Cfp Aaron Talbott currently works in the
Umb Bank -
Cfp Aaron Talbott specializes in
My passions are investing, trading and helping people create financial legacies; I have experience managing investment portfolios for institutional and high-net-worth investors, and in leading teams of local branch offices. Daily habits (in both investing and life) compound over time; the small decisions made today may seem negligible, but over time result in massive success if one remains focused, consistent and open-minded. Process is more important than outcome. -
Cfp Aaron Talbott speaks the following languages:
No languages available. -
Cfp Aaron Talbott has prior experience in the following industries:
Umb Bank , Umb Bank , Landmark Bank Wealth Management , Bwt Capital , Piper Jaffray , Scottrade , Scottrade , Scottrade -
Cfp Aaron Talbott has the following professional experience:
Umb Bank , Umb Bank , Umb Bank , Landmark Bank Wealth Management , Bwt Capital , Piper Jaffray , Scottrade , Scottrade , Scottrade . -
You can view Cfp Aaron Talbott’s
LinkedIn profile at LinkedIn URL. -
Cfp Aaron Talbott’s work email addresses are
[email protected] . -
Cfp Aaron Talbott works at
Umb Bank
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