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Aaron Cleveland

Operations Analyst

Aaron Cleveland

Office Phone
(403) 234-6123

Years of Industry Experience: Recent graduate

Years with CWB McLean & Partners: Joined in June 2021

As a recent graduate of Finance, Aaron is eager to dive into the world of wealth management. Having completed his studies in 2020, his fresh perspectives bring new energy to our Operations team.

In his role as Operations Analyst, Aaron helps safeguard the quality control of document preparation, maintenance, and updates for accounts opened by both new and existing clients.

His experience at the University of Calgary, performing back-end account and compliance-related work for the payroll department and corporate credit card division, has given Aaron the foundational knowledge needed to position him for success in operations governance. As a sports enthusiast, Aaron knows that teamwork is the basis of any effective organization, and brings this mindset to his day-to-day responsibilities.

Aaron graduated from the BBA program at St. Francis Xavier University in Antigonish, Nova Scotia, with a focus on Finance and Psychology. He continues to pursue industry-related course work with an eye on increasing his accreditation in this field.

Hobbies and Interests:

Aaron loves anything athletics related! As a huge fan of fitness, he is an absolute “sports nerd” and enjoys both playing and watching them. His favorites to play are hockey and golf, and for spectating it’s hockey, basketball, baseball and MMA. Aaron also enjoys video games, reading, spending time with family/friends, travelling and seeking out new adventures around the world.