Most Important Skills for a Managing Director at Qualia Legacy Advisors
Aaron, a Managing Director at Qualia Legacy Advisors, most enjoys "the client interaction," finding fulfillment in helping clients achieve their goals, whether it's "selling their company" after decades of work or raising capital for growth. This highlights a career centered on impactful client relationships and achieving significant financial milestones with them.
Client Interaction, Financial Transactions, Mergers and Acquisitions, Executive Leadership, Entrepreneurship
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
aaron meyerson
Managing Director
Qualia legacy Advisors
UC Berkeley
Stanford MBA
Economics
Arts, Entertainment & Media, Finance (Banking, Fintech, Investing)
Finance
None Applicable
Video Highlights
1. Helping clients achieve their goals, such as selling a company they built over many years.
2. Facilitating capital raises to help companies grow.
3. The excitement and personal satisfaction of working directly with clients and contributing to their success
Transcript
What do you enjoy most about being in your current role?
I like the client interaction most. I like the idea that I'm helping a client reach their goal, or a lot of times, their dream.
If they're selling their company, they've worked and built it for 10, 20, 30, or 40 years, and now they're going to sell it and hopefully put a lot of money in their pocket. It's exciting.
So I like helping them and I like working with them. If it's a capital raise, I'm helping them grow their company with the new capital. I would definitely say the client interaction is my favorite part.