Anna Saele Email & Phone Number
Who is Anna Saele? Overview
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Anna Saele is listed as Finance and Business Analyst at Aligned Technology Group, a company with 22 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Anna Saele.
Anna Saele previously worked as Wealth Manager at Raleigh Wealth Solutions and Server at Bad Daddy'S Burger Bar. Anna Saele holds Bachelor'S Degree, Business Administration And Management, Finance from North Carolina State University.
Email format at Aligned Technology Group
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About Anna Saele
I’m a Wealth Manager at Raleigh Wealth Solutions, specializing in helping high-net-worth clients with investment strategies, tax planning, and retirement solutions. With a B.S. in Business Administration (Finance) from NC State, I bring a client-focused approach to wealth management, leveraging expertise in portfolio management, tax-efficient investing, and estate planning.I’m passionate about empowering clients through financial education and ensuring their financial goals align with evolving market conditions. I’ve earned certifications including the Series 65, FINRA Series 7, Series63, and NC Health & Life Insurance, positioning me to provide comprehensive financial advice and solutions.
Anna Saele's current company
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Anna Saele work experience
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Wealth Manager
Current
Server
Wealth Management Intern
Anna Saele education
Frequently asked questions about Anna Saele
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What company does Anna Saele work for?
Anna Saele works for Aligned Technology Group.
What is Anna Saele's role at Aligned Technology Group?
Anna Saele is listed as Finance and Business Analyst at Aligned Technology Group.
Where is Anna Saele based?
Anna Saele is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Aligned Technology Group.
What companies has Anna Saele worked for?
Anna Saele has worked for Aligned Technology Group, Raleigh Wealth Solutions, and Bad Daddy'S Burger Bar.
How can I contact Anna Saele?
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What schools did Anna Saele attend?
Anna Saele holds Bachelor'S Degree, Business Administration And Management, Finance from North Carolina State University.
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