Aaron has over 19 years of experience in the banking and finance industry, previously working as a financial advisor and also a private banker. In his role as senior investment officer at Bank of Utah, he is responsible for evaluating marketable securities and approving trade requests for clients. He also plays a key role in personal trust discretionary portfolio allocations to ensure that clients are making the most of their assets.
In addition to his core duties, Aaron is also responsible for maintaining regulatory and internal compliance standards, as well as managing the trade desk personnel. He takes great pleasure in helping clients achieve their financial goals.
In his off time, Aaron loves to spend time with his family playing boardgames, discovering new trails, and enjoying great food. He currently resides in Riverton.