Brian Paone
Director, Retirement Distribution
- Role
- Director, Strategic Business Consultants at Ascensus
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Director, Strategic Business Consultants
Jan 2026 — Present
Education
Delaware Valley University
Master of Business Administration (M.B.A.), General Business
2009 — 2012
Rider University
Bachelor of Science (B.S.), Finance
2004 — 2008
Skills
- Series 7
- Financial Services
- 401k
- Securities
- Fixed Annuities
- Series 63
- Relationship Management
- Customer Service
- Asset Allocation
- Mutual Funds
- Investments
- Pensions
- Retirement
- Retirement Planning
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