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

  1. Truist Wealth

    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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Alex M. Fontana — Truist Wealth in Ocala, FL, US | Unifers