Brian Appel Email & Phone Number
Director, Northeast Market Lead @ Lido Advisors, LLC
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Brian Appel Location
- United States
Brian Appel Work
- Director, Northeast Market Lead @ (January 2025 - Present)
- Senior Vice President, Senior Wealth Advisor @ (May 2022 - January 2025)
- Coaching and Consulting @ (January 2007 - May 2022)
- VP, Financial Consultant @ (January 2019 - January 2021)
- VP, Financial Consultant @ (January 2012 - January 2019)
- Continuing Education Instructor for Financial Advisors, CPA's, T and E Attorneys @ CE CPE CLE (January 1998 - January 2019)
- Principal Owner @ (January 2008 - January 2012)
- VP, Sr Regional Sales Director @ AXA Distributors, LLC (January 2005 - January 2008)
- VP, Regional Sales Director; Director of Investment Sales @ (January 2002 - January 2005)
- VP, Regional Sales Director @ (January 1996 - January 2002)
Brian Appel Education
- Schiller International University Heidelberg Campus
International Business
1993-1993 - Kean University
BS Management Science (Economics Finance)
- The American College of Financial Services
Certifications CFP® (ChFC®, Financial Planning)
- iPEC Coaching
Certified Professional Coach
- Institute for Integrative Nutrition
Health & Wellness Coach
Brian Appel Skills
- Wealth Management
- Investments
- Strategy
- Emotional Intelligence
- Executive Coaching
- Banking and Credit Management
- Leadership & Performance Coaching
- Small Business Retirement Plans
- Leadership
- Strategic Thinking
- Business Development
- Coaching
- Executive Management
- Team Building
- Consulting
- Financial Planning
- Performance Management
- Performance Motivation
- New Business Development
- Estate Planning
Brian Appel Summary
- Brian Appel, based in United States, is currently a Director, Northeast Market Lead at Lido Advisors, LLC. Brian Appel brings experience from previous roles at Lido Advisors, LLC, iKEW Coaching, Charles Schwab and Fidelity Investments. Brian Appel holds a 1993 - 1993 International Business @ Schiller International University Heidelberg Campus. With a robust skill set that includes Wealth Management, Investments, Strategy, Emotional Intelligence, Executive Coaching and more. Brian Appel has 3 emails and 3 mobile phone numbers on RocketReach.
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