Brian Appel's Location
United States
Brian Appel's Work
- Senior Vice President, Senior Wealth Advisor @ Lido Advisors, LLC
- Coaching and Consulting @ iKEW Coaching
- VP, Financial Consultant @ Charles Schwab
- VP, Financial Consultant @ Fidelity Investments
- Continuing Education Instructor for Financial Advisors, CPA's, T and E Attorneys @ CE CPE CLE
- Principal Owner @ AFG Wealth Management LLC
- VP, Sr Regional Sales Director @ AXA Distributors, LLC
- VP, Regional Sales Director; Director of Investment Sales @ Guardian Life
- VP, Regional Sales Director @ Putnam Investments
Brian Appel's Education
- 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
- Schiller International University Heidelberg Campus
(International Business)
1993 - 1993
Brian Appel's Skills
- Wealth Management
- Investments
- Strategy
- Emotional Intelligence
- Executive Coaching
- Banking and Credit Management
- Leadership and Performance Coaching
- Small Business Retirement Plans
Brian Appel's Summary
Brian Appel, based in United States, is currently a Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC, bringing experience from previous roles at iKEW Coaching, Charles Schwab, Fidelity Investments and CE CPE CLE. Brian Appel holds a BS Management Science in Economics Finance @ Kean University. With a robust skill set that includes Wealth Management, Investments, Strategy, Emotional Intelligence, Executive Coaching and more, Brian Appel contributes valuable insights to the industry. Brian Appel has 1 email on RocketReach.
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