Aiden Kiani
Hillsboro,OR
Summary
Experienced branch manager with a background in engineering and a proven track record of leading multiple branches across the North-West Market. Currently managing three branches and temporarily covering four additional. Directly overseeing 23 advisors with indirect leadership over 25 more. Goal-oriented, growth-focused, and highly organized with a strong ability to drive performance, coach talent, and execute strategic initiatives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Branch Manager
Wells Fargo Advisors
12.2023 - Current
- Supporting the market in recruiting 15 FA's YTD by making outbound calls to Financial Advisors and reviving pipelines.
- Managing Lake Oswego, Salem, and Corvallis branches to drive development, NAF, and lending balances.
- Established monthly in-person sales meetings to foster collaboration.
- Partnered with Market Sales Manager to develop the market business plan.
- Helped manage market profit and loss and identified opportunities for growth.
- Oversaw compliance, regulatory, and administrative operations.
- Collaborated with teams to resolve issues and achieve goals.
- Built relationships with key advisors and minimized attrition.
- Participated in interview panels and recruited top talent.
Private Client Advisor
JPMorgan Chase
10.2019 - 12.2023
- Coached bankers to exceed bank-wide goals while fostering diversity and inclusion.
- Managed client portfolios to meet both client and bank needs.
- Stayed current on financial markets and advised with sound judgment.
- Educated clients on digital tools to properly oversee their current portfolio and statements for transparency.
- Provided holistic financial coaching and fostered digital confidence.
Financial Advisor
Edward Jones
06.2017 - 09.2019
- Delivered tailored investment solutions using approved products.
- Maintained ethical and compliant operations, prioritizing client interests.
- Managed documentation in alignment with compliance standards.
Education
Masters of Science - Mechanical Engineering
Arizona State University
Tempe, AZ05.2016
Bachelor of Science - Mechanical Engineering
Australian College of Kuwait
Kuwait, Kuwait05.2013
Skills
- English
- Arabic
- Farsi
Certification
- Series 7
- Series 66
- Series 9
- Series 10
Timeline
Associate Branch Manager
Wells Fargo Advisors
12.2023 - Current
Private Client Advisor
JPMorgan Chase
10.2019 - 12.2023
Financial Advisor
Edward Jones
06.2017 - 09.2019
Masters of Science - Mechanical Engineering
Arizona State University
Bachelor of Science - Mechanical Engineering
Australian College of Kuwait
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