Verified recordFinancial Services

Brian Odelli

Vice President Investments - Stifel at Stifel Financial Corp

Based in Philadelphia, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Philadelphia

Industry

Financial Services

Company size

7.3K

Contact information

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Email

1 credit

b•••••••@stifel.com

Phone

5 credits

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Background

About Brian Odelli

Brian has spent over 30 years providing comprehensive wealth management services to affluent corporate executives, entrepreneurs, their companies, and their families. Brian understands that entrepreneurs and executives have a tremendous strain on their time. Often, the day-to-day challenges of running a business leaves their finances, both personal and corporate, on the back burner. Through Stifel's in-depth planning tools, Brian can assess the challenges facing a business and the potential strategies that can simplify the entrepreneur's life. Based upon the individual's or company's need, Brian can and will bring the full breadth of Stifel's specialists to the table on the behalf of his clients. This may include, but is not limited to, Professional Money Managers, Estate Planning and Insurance Specialists, and Business Experts and Investment Bankers. Brian's vision for bringing the full breadth of the firm's capabilities to bear on behalf of his clients came in 1997 while assisting executives in the automotive industry. Interests: spending time with his wife and children, traveling, fishing, and physical Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

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