Bio
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Topline AI
Aaron Wolf, CVA, is a seasoned financial professional with expertise in financial analysis, valuation, and corporate finance. With 15 years of experience in the industry, he has held senior positions at top firms, including Tucker & Meltzer LLC and Stifel Financial Corp. Aaron holds a Bachelor of Science degree in Finance and Real Estate from the University of South Carolina-Columbia and is a certified financial analyst (CVA).
Credentials
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Series 63
Financial Industry Regulatory Authority (FINRA)Apr, 2015- May, 2026 -
Series 87
Financial Industry Regulatory Authority (FINRA)Mar, 2015- May, 2026 -
Series 7
Financial Industry Regulatory Authority (FINRA)Jan, 2015- May, 2026
Experience
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Senior Manager
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Senior Manager
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Sep 2020 - Present
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Stifel Financial Corp.
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Baltimore, Maryland
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Equity Research Associate
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Jun 2016 - Sep 2020
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Baltimore, Maryland
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KBW
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Baltimore, Maryland Area
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Equity Research Associate
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Nov 2014 - Jun 2016
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Baltimore, Maryland Area
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Senior Associate
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Jan 2009 - Nov 2014
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Associate
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Jan 2009 - Oct 2011
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Stonefield Josephson
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Greater Los Angeles Area
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Associate
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Jun 2006 - 2008
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Greater Los Angeles Area
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Education
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University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance and Real Estate
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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References
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