Aaron Platteis

Sales Desk Lead at Virtus Investment Partners

Aaron Platteis is an experienced financial services professional with a diverse background in sales and client relationship management. Currently serving as Sales Desk Lead at Virtus Investment Partners since October 2017, Aaron has held various roles including Senior Regional Consultant and Regional Consultant. Prior to this, Aaron worked at KeyBank as a Select Licensed Relationship Manager and at First Niagara Bank as a Personal Financial Associate, where a focus on creating tailored financial plans for clients was paramount. Additional experience includes positions at Prudential Financial and The Hartford, primarily as an Internal Wholesaler, where involvement in selling life insurance products to financial advisors was key. Aaron's early career also included management and service roles at Burtons Grill and The Hartford Insurance Company. Aaron holds a Bachelor of Arts degree in Mass Communication from York College of Pennsylvania.

Location

Hartford, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Virtus Investment Partners

Virtus Investment Partners provides investment management products and services to individuals and institutions. They operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process, and individual brand.


Employees

501-1,000

Links