Aidan Tessler
Brand Ambassador @ All Roads Travel
About
Hello! I am a fourth-year undergraduate student at the University of Florida with a major in Finance and a minor in Wealth Management. I have a strong background in communicating and working with others. I possess my Series 66 and Securities Industry Essentials credentials through FINRA as well as multiple Corporate Finance Institute credentials pertaining to wealth and asset management. I strive to be able to incorporate my hardworking and self-motivational skills into my everyday life.
United States
Woodbury
Publishing
Investments, Fixed-Income Investing, Investment Strategies, FINRA, SEC, MSRB, Equities, Equity Trading, Securities, Securities Regulation, Debt, Investment Management, US Equities, Investing, Debt Management, Security Analysis (Securities), Security Regulation, Risk Analysis, Trading, Hardworking
Experience

Investment Intern
New York, New York, United States
• Attended weekly investment meetings, shadowed 8 firm managers and associates to understand the rationale behind investing techniques in Equities, Fixed Income, and Alternative Investments • Contributed to restructuring the RIA’s broker-dealer relationship, reducing client fees across $3B in AUM • Researched and applied strategies from Peter Lynch and Benjamin Graham to an AI investment project

Intern
Woodbury, New York, United States
• Performed test work on various stocks and bonds for clients, including 401K, Pension, and Welfare Funds • Verified and audited financial statements to ensure they aligned with the corresponding monthly investment statements of each client

General Counselor
Thompson, Pennsylvania, United States
• Resolved conflicts and became a role model for 17, 12-year-old-boys by demonstrating leadership, empathy, and fostering a positive camp environment • Earned the Counselor of the Year Award for outstanding commitment and contribution to the campers of Camp Chen-A-Wanda in Summer 2021 • Managed half of the camp during Color War, demonstrating leadership by forming rosters, motivating the team, and collaborating with 9 other lieutenants and captains

Floater
Atlantic Beach, New York, United States
• Provided customer service to all guests, including supervising children, food delivery, setting up and collecting beach umbrellas and chairs. • Monitored and maintained all COVID health and safety protocols.
Aidan Tessler's Contact Information
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