Liz D’Aleo joined as our SVP of Business Development in April 2022. Liz acts as a sales, strategy and consultative resource, providing guidance, product knowledge, and practice management support. She spends her time working closely with our advisors optimizing their staff, assisting in critical strategic business decisions, institutionalizing, and implementing key processes, in turn increasing sales activity and revenue.
Liz began her career in Financial Services in 2002 for Wachovia Bank, as a Licensed Financial Specialist, then Retail Sales and Service Coach. She joined MassMutual’s Lee, Nolan and Koroghlian agency in late 2008. Liz spent over 10 years as a key member of MassMutual’s Lee, Nolan & Koroghlian Agency, where she served in a variety of capacities, beginning as an advisor, a dedicated product specialist, and for most of her 10+ year tenure, she worked closely with their brokers and career-advisor population to help them grow their practices.
Most recently before joining FAF, Liz served as the Director of Family Offices for a well-established wealth preservation firm. Liz was the direct contact to A-clients, next to the President and CEO. She coordinated all aspects of the firm’s 360 Degree Wealth Management Process.
Liz graduated with a B.A. in Mathematics from Dominican University New York. She holds a NJ Life/Health Insurance License, Series 6, Series 63, and Series 7.