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Work Experience
N/A
Jan 2017 - Present · 7 years and 11 months
Certified Investment Management Analyst (CIMA)
N/A
Jun 2015 - Present · 9 years and 6 months
N/A
May 2017 - Dec 2021 · 4 years and 7 months
Company Details
AEG provides elite business advisors and midmarket CEOs with unprecedented business development and peer-to-peer networking opportunities. Our collective purpose is to help business owners gain from one of the most enduring lessons of each recession: the most operationally effective and the most agile companies generally suffer the least and are poised for the greatest gains. Our core principles are to integrate advice, both across disciplines as well as combining personal and business, in an owner-centric advisory model. It is to provide local advice by professionals who know the local market, have access to capital, information, and connections in those markets, and have a stake in the local communities. Finally, we are committed to improving the business advisory process by moving away from discipline-centric advice to a more owner-centric, cross-disciplinary consilient approach AEG works directly with individual business owners by providing professional services on a contractual basis. These services include research, diagnostics, information, expertise, collaborations, access to capital, and referral to needed resources. A relationship between AEG and an owner can last as little as a few weeks or years.
Year Founded
2017
Social Media
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Industry
Business Consulting and Services
HQ Location
340 Market St E Gaithersburg, Maryland 20878, US
Keywords
Operational ImprovementValue GrowthFinancial PlanningWealth ManagementLeadershipLegalInvestment BankingCommercial BankingProcess ImprovementSales and Marketing
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