Alex M. Fontana
- Role
- Truist Wealth
- Location
- Ocala, FL, US
- LinkedIn followers
- 500 followers
About Alex M. Fontana
The Brick City Group of Truist Investment Services operates under the key value that…
Experience
Present
Skills
- Social Media
- Customer Satisfaction
- Fiduciary Services
- Banking
- Variable Annuities
- Investments
- Accounting
- Discretionary Portfolio Management
- Insurance
- Real Estate Economics
- Financial Analysis
- Commercial Real Estate
- Fiduciary Management
- Credit
- Small Business
- Forecasting
- Sales
- Financial Planning
- Finance
- Cash Management
- Estate Planning
- Fiduciary
- Microsoft Excel
- Portfolio Management
- Personal Financial Planning
- Strategic Planning
- Time Management
- Strategic Financial Planning
- Real Estate
- Leadership
- Microsoft Office
- Customer Service
- Fixed Annuities
- Management
- Retail
- Mutual Funds
- Financial Advisory
- 401k Rollovers
- Mortgage Lending
- Indexed Annuities
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