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Brian Westerman Email & Phone Number

Senior Associate at ALINE WEALTH
Location: New York, United States 11 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Associate
Location
New York, United States
Company size

Who is Brian Westerman? Overview

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Brian Westerman is listed as Senior Associate at ALINE WEALTH, a with 8 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Brian Westerman.

Brian Westerman previously worked as Senior Investment Specialist at Iintoo and Consulting Analyst at Asgaard Capital, Llc. Brian Westerman holds Bachelor Of Science (Bs), Double Major In Finance & Economics from Quinnipiac University.

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ALINE WEALTH

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About Brian Westerman

Brian Westerman is a Senior Associate at ALINE WEALTH.

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Brian Westerman's current company

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ALINE WEALTH
Aline Wealth
Senior Associate
New York, United States
Website
Employees
8
AeroLeads page
11 roles

Brian Westerman work experience

A career timeline built from the work history available for this profile.

Senior Investment Specialist

New York, New York, United States

iintoo is a New York-based alternative investment platform founded in 2015 which specializes in exit-oriented alternative investments. Since inception, iintoo has raised and/or managed over $670 million in private equity for more than 380 deals amounting to $2.9 billion in gross asset value. Through its proprietary underwriting platform, iintoo utilizes market data as well as predefined deal criteria for properties and sponsors to vet its investments. In addition, iintoo actively manages every investment throughout its lifetime to mitigate risk for investors. As a result, investors can benefit from iintoo’s hands-on oversight over every opportunity from day one through exit, short investment periods that allow investors to realize liquidity sooner, and a rigorous, data-driven vetting process designed to single out high quality projects.Securities offered through Dalmore Group, LLC, Member FINRA/SIPC Dalmore Group, LLC reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Dalmore will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings or views expressed are my own and do not necessarily reflect that of Dalmore Group, LLC. Dalmore is not responsible for content posted by third parties. Statements and messages are for U.S. residents only, and all products and services mentioned may not be available in all states. This page is for informational purposes only, and should not be construed as a recommendation to buy or sell products or to provide investment advice.

Consulting Analyst

Asgaard Capital is a specialty consulting and financial advisory firm that specializes in helping businesses and their owners transition to their next stage. Drawing on decades of experience from our team of investment bankers, lawyers and financial advisors, we help management and owners to better position their businesses to raise debt and equity capital, find new partners and sell or wind down their businesses. We are particularly effective at helping companies that are experiencing high growth, structural changes in their industries, or limited capital constraints, including those that might be experiencing financial distress.

Registered Investment Advisor

New Jersey, United States

Investment Advisor working with a team that specializes in financial planning, general wealth management, tax efficient investment strategies, estate planning and life insurance strategies for high net worth individuals and small businesses.

Feb 2021 - May 2022

Registered Investment Advisor

Greater New York City Area

I am a registered representative of and offers securities, investment advisory services through MML Investors Services, LLC. Members SIPCwww.SIPC.org. Azura Wealth Advisers is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office: 277 Park Avenue, 41-44 floor, New York, NY 10172. Phone- (212) 578-0300.

Apr 2018 - Feb 2021

Financial Consultant

Greater New York City Area

Financial Consultant working with a team that specializes in wealth management, tax efficient investment strategies, estate planning and life insurance strategies.AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d

Jun 2017 - Apr 2018

Sales Representative

Greater New York City Area

Sold one of Googles L3d tour digital assets to small businesses in the New Haven, CT area. Led a sales team of four by prospecting small businesses via cold calls and door knocking.

Dec 2016 - Mar 2017

Global Risk And Control Assessment Intern

Greater New York City Area

The Global Compliance Operations (GCO) organization provides management and oversight associated with operational support for Global Compliance including the development of operational centers of excellence for compliance functions which are operational in nature including: Alert Operations (Level 1 Alerts Disposition), OFAC/Client Screening, Due Diligence, Look Backs, Disclosure of Interest, Account Activity Reviews, Personal Account Dealing, and Licensing & Registration. GCO is responsible for supporting and leading aspects of the firm's Anti-Money Laundering (AML) program. The team works closely with the AML Program Management Office, Global Financial Crimes Compliance and the enterprise-wide control program teams to identify, remediate and track issues, and develop controls to sustain improvements as they are made. The company's responsibilities related to Anti-Money Laundering span every business, function and region - and apply to every customer and client of the firm.

May 2016 - Aug 2016

Wealth Management Intern

Greater New York City Area

• Supported a team of Financial Advisors managing approximately $ 750,000,000 in assets• Assisted with multiple aspects of account management, including answering client inquiries, examining portfolios, making recommendations, and acting as primary contact for numerous individuals with net worth’s exceeding $20 million• Utilized Morgan Stanley’s database to research and report on a variety of securities• Effectively explained complex financial products to clients and prospects• Efficiently used Microsoft Office to organize and present data to clients and advisors

May 2015 - Aug 2015

Assistant Physical Therapist

Complete Care Physical Therapy

Rockville Centre, Ny

• Under the supervision of a licensed physical therapist, administrated therapeutic treatments to patients• Communicated with physicians, physical therapists and other medical professionals about patient status, progress and ongoing physical therapy needs

Jun 2014 - Aug 2014
2 education records

Brian Westerman education

Bachelor Of Science (Bs), Double Major In Finance & Economics

Activities and Societies: Varsity Men's Soccer (Division I), Investment Club3.9 GPA in major classes and a 3.7 overall GPA.

High School

Chaminade High School

Activities and Societies: Men's Soccer

FAQ

Frequently asked questions about Brian Westerman

Quick answers generated from the profile data available on this page.

What company does Brian Westerman work for?

Brian Westerman works for ALINE WEALTH.

What is Brian Westerman's role at ALINE WEALTH?

Brian Westerman is listed as Senior Associate at ALINE WEALTH.

Where is Brian Westerman based?

Brian Westerman is based in New York, United States while working with ALINE WEALTH.

What companies has Brian Westerman worked for?

Brian Westerman has worked for Aline Wealth, Iintoo, Asgaard Capital, Llc, Lincoln Financial Group, and Fortis Lux Financial.

Who are Brian Westerman's colleagues at ALINE WEALTH?

Brian Westerman's colleagues at ALINE WEALTH include Devin Roye and Gina Grippo-Martinez.

How can I contact Brian Westerman?

You can use AeroLeads to view verified contact signals for Brian Westerman at ALINE WEALTH, including work email, phone, and LinkedIn data when available.

What schools did Brian Westerman attend?

Brian Westerman holds Bachelor Of Science (Bs), Double Major In Finance & Economics from Quinnipiac University.

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