Peter Bertone Email and Phone Number
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Peter Bertone personal email
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•The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.
Edward Jones
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Financial AdvisorEdward Jones Oct 2019 - PresentSt. Louis, Mo, Us -
Financial Advisor, Assistant Vice PresidentKeybank Sep 2016 - May 2019Cleveland , Ohio, UsProvided Financial Needs Analysis and portfolio recommendations to the high net worth and mass affluent market prospects and bank clients through the use of Money Guide Pro™ software and financial profiling. Provided life insurance, long term care and disability solutions. -
Financial Advisor, Assistant Vice PresidentFirst Niagara Bank Feb 2011 - Sep 2016Buffalo, Ny, Us
Peter Bertone Education Details
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Lemoyne CollegeGeneral
Frequently Asked Questions about Peter Bertone
What company does Peter Bertone work for?
Peter Bertone works for Edward Jones
What is Peter Bertone's role at the current company?
Peter Bertone's current role is ◦Financial advisor serving the Syracuse area | Financial Strategies | Retirement | Insurance | Estate Considerations.
What is Peter Bertone's email address?
Peter Bertone's email address is p-****@****att.net
What is Peter Bertone's direct phone number?
Peter Bertone's direct phone number is +131537*****
What schools did Peter Bertone attend?
Peter Bertone attended Lemoyne College.
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