Aaron is Chief Revenue Office at NDTCO where he identifies potential growth areas and aligns Sales and Marketing to achieve company goals. Prior to NDTCO, Aaron earned his BS degree in Electrical Engineering from the US Naval Academy, followed by a year of postgraduate naval nuclear power training, and an MBA from Harvard Business School. He holds a Certified Financial Planner (CFP) credential, an IRS Enrolled Agent (EA) license, and a Series 65 license, and is registered as an Investment Advisor Representative. He was also CFO of HelloWallet, a VC-backed fintech startup focused on financial wellness and budgeting, and was an investor in the growth equity and small buyout team at The Carlyle Group.
Aaron is guided by the idea that we should never stop learning, extending well beyond the formal, structured educational environment. For Aaron, this meant moving from Engineering in undergrad to Finance after business school, from very large companies to very small ones, and ultimately giving it a go as a tech entrepreneur. Challenges and openness to new ideas have become the backbone of his growth and career enrichment.
Aaron lives in McLean, Virginia with his wife, three kids, and a yellow lab. He enjoys hiking, cycling, boating, and traveling with his family. He is also an avid reader who never seems able to find enough time to read everything in his queue.
CEO & Co-Founder
President & Co-Founder
Chief of Staff
VP, NDTCO Institutional
VP, Trust Accounting