Brian Westerman

Brian Westerman Email and Phone Number

Senior Investment Specialist @ ALINE WEALTH
New York, United States
Brian Westerman's Location
New York, New York, United States, United States
About Brian Westerman

Brian Westerman is a Senior Investment Specialist at ALINE WEALTH.

Brian Westerman's Current Company Details
ALINE WEALTH

Aline Wealth

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Senior Investment Specialist
New York, United States
Website:
alinewealth.com
Employees:
8
Brian Westerman Work Experience Details
  • Aline Wealth
    Aline Wealth
    New York, United States
  • Iintoo
    Senior Investment Specialist
    Iintoo Aug 2022 - Present
    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.
  • Asgaard Capital, Llc
    Consulting Analyst
    Asgaard Capital, Llc Feb 2021 - Present
    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.
  • Lincoln Financial Group
    Registered Investment Advisor
    Lincoln Financial Group Feb 2021 - May 2022
    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.
  • Fortis Lux Financial
    Registered Investment Advisor
    Fortis Lux Financial Apr 2018 - Feb 2021
    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.
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jun 2017 - Apr 2018
    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
  • Google
    Sales Representative
    Google Dec 2016 - Mar 2017
    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.
  • Jpmorgan Chase & Co.
    Global Risk And Control Assessment Intern
    Jpmorgan Chase & Co. May 2016 - Aug 2016
    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.
  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley May 2015 - Aug 2015
    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
  • Complete Care Physical Therapy
    Assistant Physical Therapist
    Complete Care Physical Therapy Jun 2014 - Aug 2014
    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

Brian Westerman Education Details

Frequently Asked Questions about Brian Westerman

What company does Brian Westerman work for?

Brian Westerman works for Aline Wealth

What is Brian Westerman's role at the current company?

Brian Westerman's current role is Senior Investment Specialist.

What schools did Brian Westerman attend?

Brian Westerman attended Quinnipiac University, Chaminade High School.

Who are Brian Westerman's colleagues?

Brian Westerman's colleagues are Devin Roye, Gina Grippo-Martinez.

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