Brian Masiello

Financial Advisor at Concord Wealth Management
  • Claim this Profile
Contact Information

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • May 2022 - Present
    • Uganda
    • International Trade and Development
    • 1 - 100 Employee
    • Independent Life Agent
      • May 2020 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Dec 2018 - May 2020

      Helping clients identify their goals and dreams. I focus on developing plans that address needs and get my clients started on a path to financial security. Helping clients identify their goals and dreams. I focus on developing plans that address needs and get my clients started on a path to financial security.

    • United States
    • Banking
    • 1 - 100 Employee
    • Licensed Banker
      • Jan 2018 - Dec 2018

Education

  • Central Connecticut State University
    Political Science Concentration
    2003 - 2005

Community

You need to have a working account to view this content. Click here to join now