Aidan Tessler

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.

Country

United States

City

Woodbury

Industry

Publishing

Skill

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

All Roads Travel

Brand Ambassador

All Roads Travel

LinkedIn
2026-2 - 2026-4 · 3 mos

Gainesville, FL

Promoted Long Drink as part of the All Roads Travel Ambassador Brand Program, driving product awareness through large scale activations, content creation, and sampling events.

Family Management

Investment Intern

Family Management

LinkedIn
2025-6 - 2025-6 · 1 mo

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

Gator Wealth and Asset Management

Analyst

Gator Wealth and Asset Management

LinkedIn
2024-9 - 2025-5 · 9 mos

Gainesville, Florida, United States

TAMID at Florida

Fund Analyst

TAMID at Florida

LinkedIn
2024-1 - 2025-5 · 1 yr 5 mos

Gainesville, Florida, United States

Fitzsimmons Abrams, LLP

Intern

Fitzsimmons Abrams, LLP

LinkedIn
2024-7 - 2024-8 · 2 mos

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

Camp Chen-A-Wanda

General Counselor

Camp Chen-A-Wanda

LinkedIn
2021-6 - 2023-8 · 2 yrs 3 mos

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

Wolfsohn Accounting Services, Inc.

Intern

Wolfsohn Accounting Services, Inc.

LinkedIn
2021-6 - 2021-6 · 1 mo

Lynbrook, New York, United States

Analyzed personal financial statements and copied/scanned documents on a needed basis. Observed and learned from five other acquaintances with whom I worked with in the office.

The Sands Atlantic Beach

Floater

The Sands Atlantic Beach

LinkedIn
2020-6 - 2020-8 · 3 mos

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.

Education

University of Florida

University of Florida

LinkedIn

Wealth Management

2022-8 - 2026-5 · 3 yrs 10 mos
Florence University of the Arts

Florence University of the Arts

LinkedIn
2024-5 - 2024-6 · 2 mos

Aidan Tessler's Contact Information

Email

******@***.com

Phone

(**) *** ****

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