THINK Business Podcast: Jon Dwoskin Interviews Angelo Leslie, Advisor, Planning Alternatives
get-it-on-itunes logo
stitcher logo

Having Open Conversations About Financial Management

-

Angelo is responsible for generating new business development and serving as an advisor for private wealth clients at Planning Alternatives. His objective is to identify potential client opportunities and work with current clients by consulting, collaborating, and executing solutions for clients that will deliver the best comprehensive financial and wealth planning services to maintain and grow his clients’ overall wealth status.

Angelo has over 16 years of financial services and banking experience, which includes wealth management, business banking, credit analysis, and lending. His professional background is extensive in business development and client relationships. In all of his professional roles throughout his career, Angelo has always been a client-facing professional and has been able to engage new business relationships. Prior to his roles in financial services, Angelo served as an Account Executive and later a National Account Executive for Xerox Business Services for a combined 10 years.

Angelo grew up in Inkster, Michigan and later attended Hillsdale College where he played baseball and received his bachelor’s degree in Accounting.

Currently Angelo serves as a member of the Women of Color Entrepreneurial Executive Committee, The Henry Ford Health System Planned Giving Committee, Crossroads Advisory Committee, and Shakespeare in Detroit Advisory Committee. He has also received several awards throughout his professional career. Most recently he was a 2016 honoree of the Michigan Chronicle “Men of Excellence”. The award is given to those who inspire others through vision and leadership, exceptional achievements, and participation in community service.

*E – explicit language may be used in this podcast.

Next Post
Previous Post

Read about Jon on
Forbes.com!

Jon-Dwoskin-Forbes-Article

Successful? Stuck? Ready to Get Unstuck?

Think Big!™

800.485.3120 | 248.535.7796 | jon@jondwoskin.com

©2015 – 2019 The Jon Dwoskin Experience. ALL RIGHTS RESERVED.

Your Privacy Is Guaranteed. We will never give, lease or sell your personal information. Period. The End!

WARNING: Requires Discipline, Humility and Curiosity: There is one way – and one way only – that you and your business can benefit from my instruction and advice: Hard work. Your hard work. How much your business will grow depends on your passion and your dedication to the concepts I'll be giving you. I can help get you there, but it’s on you to make it happen. I make no promises and offer no guarantees about your success. After all, the only one who can direct your success is you. I promise to give you instruction, advice, guidance, tools, strategies and direction that I know has been hugely effective for me and for others. I’m serious about getting you there, but you have to be serious about getting yourself there and giving it everything you’ve got … times 100. I also won’t give you any advice outside my capacity as a business coach, so be sure to have your own solid team of professional advisors to direct you with your taxes, accounting, physical and mental health, legal matters, insurance, and other critical details. If you are ready to take on the challenge, let’s do this!

Every client experiences the Jon Dwoskin Promise

Privacy Policy | Terms & Conditions