Brian Aams Location
Fort Lauderdale, FL, US
Brian Aams Work
- 2014 - now CEO and President @ Callanan Financial Advocates
- 2018 - 2020 Financial Advisor @ Raymond James
- 2015 - 2016 Financial Services Representative and Investment Advisor Representative @ MetLife Premier Client Group of Florida
- 2014 - 2015 Insurance Advisor - Retirement Income Planning (Contract) @ Howard Kaye Insurance Agency, LLC.
- 2011 - 2014 Senior Wealth Strategy Associate - Private Wealth Management @ UBS Group AG
- 2011 - 2011 Investment Banker - @ Catalyst Financial
- 2010 - 2011 Investment Banker - @ Grandview Capital Inc.
- 2006 - 2009 Business Solutions Consultant @ Verizon Business
- 2000 - 2007 Realtor @ Coldwell Banker
Brian Aams Education
- College for Financial Planning
Accredited Asset Management Specialist (Investment Management)
2018 - 2019 - The American College of Financial Services
Retirement Income Certified Professional (Retirement Income)
2014 - 2014 - Framingham State University
BA, History (MA Certificate to Teach - Secondary Education)
1988 - 1991
- Massachusetts College of Liberal Arts
Transferred to Framingham (Education)
1985 - 1988 - Arlington Catholic
Diploma (College Prep)
1981 - 1985
Brian Aams Skills
- Working Experience
- Private Banking
- Events
- Business Relationship Management
- Sales
- Strategic Planning
- New Development
- Lead Generation
- Instructional Design
- Contract Negotiation
Brian Aams Summary
Brian Aams, based in Fort Lauderdale, FL, US, is currently a CEO and President at Callanan Financial Advocates. Brian Aams brings experience from previous roles at Raymond James, MetLife Premier Client Group of Florida, Howard Kaye Insurance Agency, LLC. and UBS Financial Services, Inc.. Brian Aams holds a 2018 - 2019 Accredited Asset Management Specialist in Investment Management @ College for Financial Planning. With a robust skill set that includes Working Experience, Private Banking, Events, Business Relationship Management, Sales and more. Brian Aams has 1 emails on RocketReach.
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