Aaron Akbar

Accomplished financial services professional with years of experience in account management, consistently driving results with a pipeline. A strong background in analytical and financial sectors, specializing in cultivating and maintaining strategic client relationships, identifying growth opportunities, and delivering customized solutions to solve personal and business challenges. Eager to contribute my expertise to fuel revenue growth and support the success of an innovative organization.

Finance Manager - BHG Financial

(2025-06 - 2026-01)

• Guided high-earning professionals through the loan process, confirmed offers, and customized financing
• Primarily focused on guiding high earners within the medical profession
• Managed the totality of debts relative to personal and business earnings to enable consolidations
• Structured the financing to give the clients the most efficient cost through negotiation of interest rate to reduce cost

Associate Pricing Manager - BHG Financial

(2025-02 - 2025-06)

• Collaborated directly with potential clients and underwriting team to negotiate and finalize loan terms
• Reviewed creditworthiness to determine qualified funding criteria
• Worked closely with underwriters to analyze client's personal financial items

Senior Account Specialist - National Debt Relief, LLC

(2021-09 - 2024-06)

• Conducted negotiations for clients receiving loan funding through partner company Reach Financial
• Determined expedited strategy to graduate clients from the program
• Performed detail analyses utilizing Salesforce to ensure criteria is met for loan funding and settlements are executed accordingly
• Assumed responsibilities as Team Captain providing guidance and training for new staff

Account Manager - National Debt Relief, LLC

(2019-10 - 2021-09)

• Analyzed portfolios to determine the best strategy to assist clients achieve financial freedom
• Established and maintained contact with creditors, collection agencies, collection law firms, and debt buyers
• Ranked top 5% on the performance index consistently and have been recognized for those achievements
• Exceeded annual department average with regards to funds conversion by approximately 20%

Junior Account Manager - National Debt Relief, LLC

(2019-07 - 2019-10)

• Conducted heavy volume negotiations with creditors to negotiate, deliver, and follow through to completion on clients' settlement offers and proposals
• Reviewed clients' bank accounts to determine funds availability over a 36-month period to calculate affordability to execute the program

Master of Science - Finance - Fordham University- Gabelli School of Business (2024-01)

BA - Labor Studies and Employment Relations - Rutgers University (2019-05)