Brian Westerman Email & Phone Number
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.
Email format at ALINE WEALTH
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About Brian Westerman
Brian Westerman is a Senior Associate at ALINE WEALTH.
Brian Westerman's current company
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Brian Westerman work experience
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Role listed
Senior Investment Specialist
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
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.
Registered Investment Advisor
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.
Financial Consultant
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
Sales Representative
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.
Global Risk And Control Assessment Intern
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.
Wealth Management Intern
• 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
Assistant Physical Therapist
• 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
Bachelor Of Science (Bs), Double Major In Finance & Economics
High School
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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