Aaron Nicholas
Westlake,OH
Summary
Professional with experience in client-facing support, organized recordkeeping, and risk assessment. Proficiency in Nitrogen, Asset Map, and Redtail CRM, with a focus on accurate data, planning support, and clear communication. Ready to contribute enthusiastic and meaningful client interaction as well as strong organization and financial technology skills.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Intern
Maverick Financial Strategies
Lakewood, Ohio
05.2026 - Current
- Facilitated client meetings to discuss financial strategies, and performed risk assessments.
- Reviewed data for accuracy in planning reports.
- Utilized financial technology tools including Nitrogen, Asset Map and Retail CRM.
- Organized portfolio files and account records for review.
Park Manager
Urban Air Trampoline and Adventure Park
Westlake, Ohio
05.2022 - 01.2026
- Managed daily operations across trampoline attractions and adventure park activities.
- Trained employees on park policies, emergency response, and attraction procedures.
- Performed daily safety inspection reports.
- Supervised team members during guest service and floor coverage.
- Scheduled employees for various shifts to ensure adequate coverage throughout the park.
Education
High School Diploma -
Westside Christian Academy
Westlake, OH05-2024
Bachelor of Science -
Grove City College (Currently enrolled)
Grove City, PA10-2026
Skills
- Risk assessment
- Financial analysis
- Portfolio management
- Client relationship management
- Team leadership
- Employee training
- Client communication
Certification
- Securities Essentials Exam (SIE) - Passed August 2026
Additional Information
- President of Alpha Omega Housing Group
Timeline
Intern
Maverick Financial Strategies
05.2026 - Current
Park Manager
Urban Air Trampoline and Adventure Park
05.2022 - 01.2026
High School Diploma -
Westside Christian Academy
Bachelor of Science -
Grove City College (Currently enrolled)