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Aaron Herman
Financial Services Professional at NYLIFE Securities LLC
Professional Background
Aaron Herman is a dedicated professional in the insurance and financial services industry, bringing years of diverse experience and expertise to his clients. As a licensed agent with New York Life Insurance Company, Aaron offers a vast array of products designed to address various financial needs. He specializes in college funding, retirement planning, managing costs for extended care, and creating lifetime income strategies. With a thorough approach, Aaron encourages prospective clients to reach out for a complete analysis of their individual needs, ensuring they receive tailored solutions that best fit their financial goals.
Aaron's career is not limited to his current role; he has an impressive history of leadership positions across various sectors. He previously served as the Director of Business Development at Landmark Structures Corporation, where he played a pivotal role in expanding business opportunities. As a Franchisee and Business Coach at AdviCoach, Aaron provided valuable mentorship to business owners, helping them devise strategies for growth and profitability. His significant contributions in finance and quality assurance were also evident during his tenure as the Director of Finance and Quality Assurance at Concordant Rater Systems, Inc.
In addition to these roles, Aaron has consulted for several organizations, applying his expertise to enhance business outcomes. He has also held various leadership positions, including Director of Business Assessment at POZEN, Director of Business Planning and Communications at BioStratum, Inc., and multiple pivotal roles at GlaxoSmithKline, further showcasing his well-rounded experience in the corporate landscape. His extensive background positions him uniquely to understand the complexities of financial planning and investment.
Education and Achievements
Aaron's academic credentials are equally compelling. He holds an MBA in Finance from the prestigious Wharton Graduate School, known for its rigorous curriculum and focus on executive leadership. His foundational studies in economics at the University of Pennsylvania equipped him with a strong analytical perspective, beneficial for his current work in insurance and financial planning.
Aaron's journey reflects a continuous commitment to professional development and a passion for helping others achieve their financial aspirations. His educational background and professional experiences work harmoniously, enabling him to provide sound advice and confident strategies to his clients.
Achievements
Throughout his career, Aaron has achieved notable success in various roles that demonstrate his competency and dedication. His work as an agent at New York Life Insurance Company stands out as he helps clients navigate their insurance needs amid an evolving market landscape. Aaron's ability to comprehend dynamic financial trends underscored by his academic and professional experiences grants him an edge when forging financial stability for his clientele.
Aaron’s contributions in business development and consultation are particularly noteworthy, as he has actively influenced the strategic directions of organizations he has worked with. His understanding of finance, combined with a practical approach to business assessments and planning, reflects his adeptness in crafting comprehensive solutions that assist both individuals and businesses alike. Notably, Aaron's ability to manage tasks efficiently across various departments has made him a go-to asset for companies seeking clarity and enhanced operational efficiency.
Contact Information
Clients and interested individuals can connect with Aaron at his office located at 201 Jones Road, Fifth Floor, in Waltham, MA. He is available to discuss insurance and financial planning, ensuring a supportive atmosphere for all inquiries. His office phone number is 781-398-8958, where he welcomes potential clients to explore their financial options and formulate strategies tailored to their unique circumstances.