Liz D'Aleo

Liz D'Aleo has a diverse work experience spanning several industries. Liz is currently serving as the Senior Vice President of Business Development at Fifth Avenue Financial, where they provide guidance, product knowledge, and practice management support to optimize sales activity and revenue for the company. Prior to this, they worked as the Director of Family Offices at Wealth Preservation Solutions, LLC from 2020 to 2022. Liz also gained valuable experience as a Sales Executive at ADP from 2018 to 2020. Earlier in their career, they held roles as a Brokerage Director at Mass Mutual Financial Group/Lee, Nolan & Koroghlian LLC from 2008 to 2018 and as a Financial Services Representative at Mass Mutual/Lee, Nolan & Koroghlian LLC from 2008 to 2011. Liz's experience in the financial industry started at Wells Fargo, where they served as a Retail Sales & Service Coach from 2006 to 2008 and as a Senior Licensed Financial Specialist from 2004 to 2006. Prior to entering the financial industry, they worked as a Customer Service Representative at Hausmann Industries from 2001 to 2004.

Liz D'Aleo completed their Bachelor of Arts (B.A.) degree in Financial Mathematics from Dominican University New York between 1998 and 2002. Prior to that, they attended Tappan Zee HS, but no specific degree or field of study information is provided for this period. In addition to their formal education, Liz obtained certifications including Insurance Agent (Accident, Health, Life, Variable Life & Variable Annuities) from Kestra Financial, and Series 6, 63, and 7 certifications from FINRA. No specific information is given regarding the month or year of obtaining these certifications.