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Bio

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Aaron Boggs is a seasoned retail professional with 7+ years of experience in leadership, management, and customer service. He has worked in various roles, including Accounting Analyst II and Wealth Planning Analyst at Wilmington Trust, and has a strong background in inventory management, merchandising, and sales management. He holds a Bachelor of Science degree from Indiana University of Pennsylvania.

Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Accounting Analyst II
      • Apr 2022 - Present

    • Wealth Planning Analyst
      • Jun 2020 - Present

  • M&T Bank
    • Baltimore, Maryland
    • MDP: Wealth Management- Management Trainee at Wilmington Trust
      • Jul 2019 - Jun 2020
      • Baltimore, Maryland

  • Vanguard
    • Malvern, Pennsylvania
    • Retirement Plan Specialist
      • May 2018 - Aug 2018
      • Malvern, Pennsylvania

      I contacted and spoke with retirement plan participants regarding their employer sponsored plans held at Vanguard

    • sales consultant
      • Nov 2013 - Dec 2016

Education

  • 2015 - 2019
    Indiana University of Pennsylvania
    Bachelor of Science - BS, Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Retail”

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