Ari Wiener
Wealth Advisor & Director - Investing and managing wealth through principles
- Role
- Senior Wealth Advisor Director at MAI Capital Management
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ari Wiener
With a CFP® and 10+ years in financial services, my goal is to become my clients’ trusted…
Experience
Senior Wealth Advisor Director
Apr 2024 — Present · Bethesda, MD, US
Education
University of Maryland
BA, Economics
2008 — 2012
Skills
- Microsoft Word
- Investments
- Retirement
- Annuity Sales
- Research
- Direct Sales
- Key Person Protection
- Strategy
- Succession Planning
- 401k Rollovers
- Public Speaking
- Social Media Marketing
- Microsoft Excel
- Powerpoint
- Retirement Planning
- Customer Service
- Microsoft Office
- Sales
- Management
- Marketing Strategy
- Protection Planning/Family Security
- Lead Generation
- Marketing
- Life Insurance
- Finance
- Insurance
- Leadership
- Strategic Planning
- Fixed Annuities
- Strategic Partnerships
- Financial Services
- Social Media
- Social Networking
- Account Management
- Licensed Life Insurance Agent
- Wealth Preservation Planning
- Small Business
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