Aidan Falcon
Phoenix,AZ
Summary
Highly motivated financial professional with a strong foundation in book management, new-client acquisitions, and client relationship management. Strong focus on the client experience, and motivated to learn more to become a professional that clients can trust.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
High Net Worth Case Manager
Vanguard
Scottsdale, AZ
09.2025 - Current
- Assisted clients with the onboarding process. Opened accounts, initiated transfers, and contacted contra-firms when problems arose.
- Maintained and managed a book of business while building strong relationships with my clients.
- Maintained a near perfect Medallion score. Would frequently have a 15% and above metric for lead generation.
- Worked with Vanguard's internal systems and processors to ensure paperwork accuracy, and reduce "Not in good order" problems.
Associate Banker
JPMorgan Chase
North Scottsdale, AZ
12.2024 - 08.2025
- Assisted clients with account inquiries and service requests to enhance customer satisfaction.
- Processed daily transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Supported advisory team by identifying client needs and preparing presentations.
- Maintained up-to-date knowledge of banking services to provide informed assistance to customers.
Acquisition Manager
Lyons Real Estate Solutions
Central Phoenix, AZ
2022 - 2024
- Developed and implemented acquisition strategies to expand our client's property portfolio.
- Conducted market research to identify potential investment opportunities.
- Negotiated purchase agreements aligning with our clients investment goals.
- Collaborated with realtors, lenders, and other third parties to achieve a successful purchase agreement.
Education
Bachelor of Science - Finance
Grand Canyon University
Phoenix, AZ04-2025
CFP Coursework -
Boston Institute of Finance
Online07-2026
Skills
- Building Client Relationships
- Book of Business Management
- Financial Literacy
- Financial Products and Implementation
Certification
- Series 65 and 63
- Series 7
- Arizona Life and Health Insurance
- Boston Institute of Finance CFP
Timeline
High Net Worth Case Manager
Vanguard
09.2025 - Current
Associate Banker
JPMorgan Chase
12.2024 - 08.2025
Acquisition Manager
Lyons Real Estate Solutions
2022 - 2024
CFP Coursework -
Boston Institute of Finance
Bachelor of Science - Finance
Grand Canyon University