Aaron Zander, Ms
About Aaron Zander, Ms
Aaron Zander serves as the AVP of Platform and Investment Operations at Dynasty Financial Partners, where he specializes in investment risk management and operational efficiency. He holds a B.S.B.A in Finance and a Master of Science in Finance and Entrepreneurship, and has extensive experience in various financial software and platforms.
Work at Dynasty Financial Partners
Aaron Zander serves as the AVP of Platform and Investment Operations at Dynasty Financial Partners, a role he has held since 2020. His responsibilities include overseeing investment operations and ensuring efficient platform management. Based in the Tampa/St. Petersburg, Florida area, Zander has contributed to the firm's operational strategies and investment processes for four years.
Education and Expertise
Aaron Zander earned a Bachelor of Science in Business Administration with a focus on Corporate Finance, Wealth Management, and Investments from Coastal Carolina University, where he studied from 2007 to 2010. He furthered his education by obtaining a Master of Science in Finance and Entrepreneurship from the University of South Florida, completing his studies between 2012 and 2014. His academic background supports his expertise in investment risk management and operational efficiency.
Background in Investment Operations
Prior to his current role, Aaron Zander worked as a Research Coordinator at Flaharty Asset Management, LLC from 2013 to 2020. In this position, he gained valuable experience in investment analysis and client relationship management. His background includes proficiency in various investment platforms and tools, enhancing his capabilities in managing investment operations effectively.
Technical Skills and Tools
Aaron Zander is skilled in the implementation of computer software and hardware solutions aimed at improving operational efficiency. He utilizes tools such as Riskalyze/AutoPilot for investment risk management and the fi360 Toolkit for fiduciary investment analysis. Additionally, he is proficient in using LPL BranchNet, Portfolio Manager, and ClientWorks for trading operations, as well as Junxure CRM for client relationship management.
Experience with Digital Solutions
Aaron Zander has experience with multiple website design platforms, contributing to digital presence management. He employs cloud document storage solutions like DropBox and Box for efficient data management. His technical skills also extend to using SAP Business One for business management and implementing RingCentral Cloud Phone Systems for communication.