• Aaron Medina-Vega

    Client Service Associate

Aaron Medina-Vega is a Chicago native with a passion for sports, anime, and cultivating greenery. His focus lies in providing a top-notch client experience by designing efficient systems and practices to better serve our clients. Aaron actively listens to any concerns or challenges our clients face, strategizing the best solutions while anticipating future issues. As part of his responsibilities, he ensures smooth onboarding for new clients, manages account openings, and handles money movement and account maintenance requests. Beyond his professional life, Aaron cherishes quality time with his wife, their newborn daughter, and close family and friends. Prior to joining our team in 2024, Aaron worked at J.P. Morgan as a client service associate in the middle market division.