Aaron Allen

Client Partner at Apex Fintech Solutions

Aaron Allen is an experienced professional in client services and relationship management, currently serving as a Client Partner at Apex Fintech Solutions since September 2021. Prior to this role, Allen worked as a Client Services Representative at Wentworth Management Services for a brief period and held the position of Relationship Manager at Avantax Wealth Management℠. Allen's extensive career includes significant roles at 1st Global, JP Morgan Chase, Blue Water Financial Group, AXA Advisors, Main Street Bank, and Stock Building Supply, demonstrating a strong background in finance and customer relations. Aaron Allen earned a Bachelor of Science in Business Administration with a focus on Human Resources and General Management from Central Michigan University.

Location

Dallas, United States

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Apex Fintech Solutions

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Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.


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501-1,000

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