Andrew Aiello

Andrew Aiello Email and Phone Number

Founder at Avanti Consulting Solutions @
Andrew Aiello's Location
Naples, Florida, United States, United States
Andrew Aiello's Contact Details
About Andrew Aiello

I am delighted to work with an Elite team and serve the Independent Advisor, UHNW Client and Institutional Investor communities. “Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC”

Andrew Aiello's Current Company Details
Avanti Consulting Solutions

Avanti Consulting Solutions

Founder at Avanti Consulting Solutions
Andrew Aiello Work Experience Details
  • Avanti Consulting Solutions
    Founder
    Avanti Consulting Solutions Mar 2023 - Present
    Avanti Consulting Solutions and its affiliated firms partner selectively with Independent Advisors, Family Offices and Institutional Investors to evaluate and implement tailored alternative private investment, insurance and lending solutions to enhance liquidity, efficiently manage wealth transfer, and mitigate risk.“Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC”
  • Boulevard Insurance Strategies
    Partner At Boulevard Family Wealth & Boulevard Insurance Strategies
    Boulevard Insurance Strategies Jul 2017 - Mar 2023
    Beverly Hills, Ca, Us
    Boulevard Insurance Strategies is a boutique life insurance and estate planning strategic partner to advisors who serve ultra-affluent individuals and families, including c-suite executives, venture capitalists, private equity firms, entrepreneurs, business owners, entertainers, athletes & philanthropists.Our team is sought after by the nation’s leading law firms, accounting firms, family offices, business management firms, independent financial advisory firms and independent agent and brokers to ensure their clients receive the best guidance relating to their liquidity and insurance planning and implementation.“Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC”
    View
  • Merrill Lynch
    Senior Vice President
    Merrill Lynch May 2014 - Jul 2017
    New York, Ny, Us
    Private Bank Investment GroupUltra High Net Worth Client Solutions
    View
  • Metlife
    National Sales Director
    Metlife Jun 2012 - Apr 2014
    Income and Protection Solutions Group
  • Metlife
    Channel Head-Life National Accounts Channel
    Metlife Jan 2006 - Jun 2012
    L1111218070[0114]
  • Metlife
    Divisonal Vice President, Wealth Management Group
    Metlife Jan 2002 - Dec 2005
  • Axa Equitable
    Divisonal Vice President, Life Insurance
    Axa Equitable Feb 2000 - Jan 2002
    New York, Ny, Us
    View
  • Sagemark Consulting
    Investment Advisor Representative
    Sagemark Consulting Oct 1995 - Jan 2000
    Silver Spring, Maryland, Us
    View
  • Deloitte
    Cpa
    Deloitte Sep 1993 - Sep 1995

Andrew Aiello Skills

Wealth Management Life Insurance Insurance Retirement Planning Fixed Annuities Estate Planning Retirement Finance Disability Insurance Leadership Sales Management Marketing Business Strategy Series 7 Investments Financial Planning Coaching Distribution Strategies Financial Services Training High Net Worth Individuals

Andrew Aiello Education Details

  • San Diego State University
    San Diego State University
    Accounting

Frequently Asked Questions about Andrew Aiello

What company does Andrew Aiello work for?

Andrew Aiello works for Avanti Consulting Solutions

What is Andrew Aiello's role at the current company?

Andrew Aiello's current role is Founder at Avanti Consulting Solutions.

What is Andrew Aiello's email address?

Andrew Aiello's email address is aa****@****ife.com

What is Andrew Aiello's direct phone number?

Andrew Aiello's direct phone number is +121257*****

What schools did Andrew Aiello attend?

Andrew Aiello attended San Diego State University.

What skills is Andrew Aiello known for?

Andrew Aiello has skills like Wealth Management, Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Retirement, Finance, Disability Insurance, Leadership, Sales Management, Marketing.

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