Aidan Rosand
Lake Worth
Summary
Analytical and client-focused finance graduate with hands-on experience supporting wealth management and insurance solutions in a fiduciary environment. Proven ability to manage client relationships, execute operational details with precision, and collaborate across teams to deliver a seamless client experience. Strong foundation in financial markets, investment analysis, and client service, with demonstrated attention to detail, integrity, and professionalism when working with sophisticated client needs. FINRA SIE certified, with a strong interest in Private Wealth Management and long-term career growth within Asset & Wealth Management.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Sales Associate
Annuity Depot
08.2025 - Current
- Supported a licensed fiduciary by assisting with wealth management, annuity, and life insurance strategies in a client-focused environment.
- Maintained up-to-date knowledge of market trends and product offerings at Annuity Depot.
- Developed and maintained strong relationships with clients to encourage repeat business.
Winter Intern
NewDay USA
01.2025 - 01.2025
- Gained foundational knowledge of the mortgage industry, including various types of home loans and lending practices.
- Shadowed real client-advisor interactions to understand effective communication and relationship building strategies.
- Developed customer service and client outreach skills by observing client engagement.
Front Desk/Club Staff
LA Fitness
05.2023 - 01.2025
- Delivered exceptional customer service by assisting gym members both in-person and over the phone, addressing a wide range of needs and inquiries.
- Developed strong communication skills by effectively interacting with diverse clientele.
- Enhanced technical proficiency through regular use of business software for tasks such as data entry, membership management, and scheduling.
Education
Bachelor’s Degree - Finance
University of South Florida
Tampa05.2025
Skills
- Financial modeling
- Microsoft Excel (macros and pivot tables)
- Microsoft Office
- Relationship development
- Client relationship management
- Relationship building
Certification
- FINRA – Securities Industry Essentials
- Bloomberg Market Concepts (BMC)
Projects
Senior Capstone Simulation Project, Simulated management company, Spring 2025. Led all Financial modeling and strategy for a simulation management company. Placed first in an 8-team competition. Led our finances to be first in cumulative profits and first in return on sales.
Timeline
Sales Associate
Annuity Depot
08.2025 - Current
Winter Intern
NewDay USA
01.2025 - 01.2025
Front Desk/Club Staff
LA Fitness
05.2023 - 01.2025
Bachelor’s Degree - Finance
University of South Florida