Financial Services Entrepreneur and Contributor to Business Insider's "Your Money." Founder of Rapport Financial, Previous experience with: Merrill Lynch, HighTower Advisors and Alliance Bernstein.
I built the entire infrastructure/operations/technology offering for my Registered Investment Advisory Firm (RIA), Rapport Financial after spending nearly a decade working in 3 different wealth management business models including: Wirehouse, RIA Aggregator, and Fully Independent RIA.
Aaron was very helpful. He gave us insightful feedback regarding our EnrichVideo Platform for US advisor market. Would definitely engage with him in future.
Aaron is legit!