Jon Cirelli Email & Phone Number
Chief Executive Officer @ Pivot Professional Partners
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Jon Cirelli Location
- Jupiter, FL, US
Jon Cirelli Work
- 2022 -now Chief Executive Officer @
- 2010 -2022 Co-founder, Southeast Director @ Fortitude Investment Group, LLC.
- 2003 -2010 Senior Vice President of Wealth Management @ Gunnallen Financial
Jon Cirelli Education
- Nazareth College of Rochester
Jon Cirelli Skills
- Investments
- Wealth Management
- Alternative Investments
- Portfolio Management
- Fixed Annuities
- Retirement Planning
- Retirement
- Estate Planning
- Insurance
- IRAs
- Variable Annuities
- 1031 Exchanges
- 401k Rollovers
- 401k
- Series 7
- Fixed Income Products
- Financial Planners
- Series 63
- Fixed Income
- Asset Allocation
- Life Insurance
- Wealth
- Universal Life
- Investment Advisory
- College Savings Plans
- Whole Life
- Wealth Accumulation
- Roth IRA
- Disability Insurance
- Wealth Management Services
- Strategic Financial Planning
- Term Life Insurance
- Long Term Care Insurance
- Long-term Care
- Long Term Care
- Business Strategy
- Customer Service
- Financial Modeling
- Strategic Planning
Jon Cirelli Summary
- Jon Cirelli, based in Jupiter, FL, US, is currently a Chief Executive Officer at Pivot Professional Partners. Jon Cirelli brings experience from previous roles at Fortitude Investment Group, LLC. and Gunnallen Financial. Jon Cirelli holds a Nazareth College of Rochester. With a robust skill set that includes Investments, Wealth Management, Alternative Investments, Portfolio Management, Fixed Annuities and more. Jon Cirelli has 3 emails and 3 mobile phone numbers on RocketReach.
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