Senior Business Consultant Teresa Aronoff joined EQIS in 2019 and has been in the financial services industry for over 16 years.
We caught up with Teresa to find out more about her and her role here at EQIS.
Describe what you do for advisors.
I help educate advisors on our platform, as well as the expansive investment solutions available at EQIS. I collaborate with advisors to identify the best solutions for their clients. That can run the gamut between identifying the right models and constructing customized portfolios.
How else do you help advisors?
Every day is different and every question is different to some extent. We try to educate advisors on where we see the market going, but really a lot of what we do is try to allay peoples’ fears and try to have advisors be well equipped to speak to their clients. We try to give advisors strong talking points that are historically based on how markets act and why not to panic if the client is in the right risk tolerance. We are walking hand-in-hand with advisors through this journey of trying to do the best for the client.
What do you love most about your job?
Helping advisors, educating them, collaborating with them, having conversations. I am also passionate about the markets. No two days are the same and it is always exciting. What happens out in the world directly affects the markets so there is a kind of synergy. We work in an environment where we really need to be in tune with what is happening in the world and I love it.
What is one interesting fact that no one knows about you?
I did not speak English until I was eight. I am from Mexico and we emigrated to the United States when I was eight so I am all about the Spanish. My mother left Austria after World War II because she said she couldn’t find a husband and she found a husband on the beach in Mexico and TA DA! I am here!!
What is the best advice you ever received?
At one of my first jobs, my boss told me “Think of yourself throughout your life like a carpenter and keep adding tools to your toolbox.” I try to do that and I always remembered those words.
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