Brian Aams Email & Phone Number
CEO and President
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Brian Aams Location
- Fort Lauderdale, FL, US
Brian Aams Work
- 2014 -now CEO and President @ Callanan Financial Advocates
- 2018 -2020 Financial Advisor @
- 2015 -2016 Financial Services Representative and Investment Advisor Representative @ MetLife Premier Client Group of Florida
- 2014 -2015 Insurance Advisor - Retirement Income Planning (Contract) @
- 2011 -2014 Senior Wealth Strategy Associate - Private Wealth Management @
- 2011 -2011 Investment Banker - @
- 2010 -2011 Investment Banker - @ Grandview Capital Inc.
- 2006 -2009 Business Solutions Consultant @
- 2000 -2007 Realtor @
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
- Business Planning
- Adult Education
- Skill Development
- Sales and Marketing
- Sales Target Management
- Sales Processes
- Lead Qualification
- Consultative Selling
- Business Management
- Venture Capital
- Leadership
- Solution Selling
- Pension Pay Out Alternatives
- Sales Process
- Consulting
- Strategic Partnerships
- Retirement Income Strategies
- Pension Transfers and Roll Overs
- Networking
- Sales Operations
- Business Development
- Telecommunications
- Investments
- Business Analysis
- Negotiation
- Vendor Management
- Finance
- Team Leadership
- Strategy
- Program Management
- Marketing
- New Business Development
- Training
- Product Management
- Business Succession Planning
- Enterprise Software
- Executive and Employee Benefit Plans
- Management
- Project Management
- Mergers and Acquisitions
- Cloud Computing
- CRM
- Insurance and Asset Protection
- Selling
- Asset Allocation Strategies
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 and 1 mobile phone numbers on RocketReach.
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