Paul Anello Email & Phone Number
Director, Senior Wealth Manager @ Lido Advisors, LLC
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Paul Anello Location
- Hartland, WI, US
Paul Anello Work
- Director, Senior Wealth Manager @ (August 2022 - Present)
- Senior Wealth Manager at Lido Advisors, LLC @ (August 2022 - February 2025)
- Vice President @ (April 2018 - August 2022)
- Vice President, Senior Financial Consultant @ (December 2006 - April 2018)
- Financial Consultant @ (January 2005 - December 2006)
Paul Anello Education
- Northern Arizona University, College of Business Administration
Bachelor of Science (B.S.) (Business Administration and Management, General)
1996-2000
Paul Anello Skills
- Investments
- Financial Services
- Asset Allocation
- 401k
- Retirement
- Securities
- Investment Strategies
- Mutual Funds
- Strategic Financial Planning
- Asset Managment
- Retirement Planning
- Portfolio Management
- Relationship Management
- IRAs
- Banking
- Wealth Management
- Customer Service
- Strategic Planning
- Microsoft Office
Paul Anello Summary
- Paul Anello, based in Hartland, WI, US, is currently a Director, Senior Wealth Manager at Lido Advisors, LLC. Paul Anello brings experience from previous roles at Lido Advisors, LLC, Fisher Investments, Fidelity Investments and Wells Fargo. Paul Anello holds a 1996 - 2000 Bachelor of Science (B.S.) in Business Administration and Management, General @ Northern Arizona University, College of Business Administration. With a robust skill set that includes Investments, Financial Services, Asset Allocation, 401k, Retirement and more. Paul Anello has 1 emails and 1 mobile phone numbers on RocketReach.
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