Senior Wealth Manager@ Lido Advisors, LLC
Hartland, Wisconsin, United States
Paul Anello
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Northern Arizona University-The W. A. Franke College of Business
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FlashIntel GPTPaul Anello is a results-driven financial professional with 18.8 years of experience in investments, financial services, asset allocation, and retirement. He is based in Hartland, Wisconsin, in the United States. Paul has a proven track record of fostering relationship development with clients and possesses excellent communication and problem-solving skills. He is known for his ability to coordinate client efforts, build rapport, and advise clients on their financial future.
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About
Results driven, dynamic financial professional with nearly a decade of experience servicing high net worth clients. Consistently leveraging ability to foster relationship development with clients. Combines excellent communication and problem solving skills with an instinctual sales aptitude and acumen to coordinate client efforts, build rapport, and appropriately advise clients on their financial future.
Work Experience
Senior Wealth Manager
Financial Services
Paul Anello's Professional Milestones
- Vice President Senior Financial Consultant (2006-12-01~2018-04-01): Guided financial organizations to optimize profitability, maximizing resources, and minimizing risk through strategic financial planning.
- Vice President (2018-04-01~2022-08-01): Driving strategic initiatives to achieve record-breaking revenue growth and enhance market presence.
Education
Business Administration And Management,
General,
Business Administration And Management, General
1996-2000Skill
Investments
Financial Services
Asset Allocation
401k
Retirement
Securities
Investment Strategies
Mutual Funds
Strategic Financial Planning
Asset Managment
Retirement Planning
Portfolio Management
Relationship Management
Iras
Banking
Wealth Management
Certification
Colleagues
Other Named Paul Anello
Frequently asked questions
We found 2 Paul Anello's email addresses
We found 1 Paul Anello's phone numbers
Paul Anello's social media include: Linkedin,
Paul Anello works for Lido Advisors, LLC
Paul Anello's role in Lido Advisors, LLC is Senior Wealth Manager
Paul Anello works in the industry of Financial Services
Paul Anello's colleagues are Ralph Marcantonio,Gregory Kushner,Tina Witham
Paul Anello's latest job experience is Senior Wealth Manager at Lido Advisors, LLC
Paul Anello's latest education in Northern Arizona University-The W. A. Franke College of Business
