Brian Appel Email
Director, Northeast Market Lead @ Lido Advisors, LLC
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Brian Appel Location
- United States
Brian Appel Work
- 2025 - now Director, Northeast Market Lead @
- 2022 - 2025 Senior Vice President, Senior Wealth Advisor @
- 2007 - 2022 Coaching and Consulting @
- 2019 - 2021 VP, Financial Consultant @
- 2012 - 2019 VP, Financial Consultant @
- 1998 - 2019 Continuing Education Instructor for Financial Advisors, CPA's, T and E Attorneys @ CE CPE CLE
- 2008 - 2012 Principal Owner @
- 2005 - 2008 VP, Sr Regional Sales Director @ AXA Distributors, LLC
- 2002 - 2005 VP, Regional Sales Director; Director of Investment Sales @
- 1996 - 2002 VP, Regional Sales Director @
Brian Appel Education
- Schiller International University Heidelberg Campus 1993 - 1993
- Kean University
- The American College of Financial Services
- iPEC Coaching
- Institute for Integrative Nutrition
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 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 1 emails on RocketReach.
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Erick Newton
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Jason Ozur
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Ken Stern
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Brian Haloossim
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Jeffrey Garden
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Naseem Anzari
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Greg Kushner
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