Tom Geraci Location
- Cleveland, OH, US
Tom Geraci Work
- 2006 - now Investment Advisor Representative @ Purtill Financial LLC
- 1998 - 2008 Credit Analyst @
Tom Geraci Education
- Cleveland State University 2000 - 2005
Tom Geraci Skills
- Investments
- Financial Analysis
- Portfolio Management
- Asset Allocation
- Risk Management
- Retirement Planning
- Series 7
- Mutual Funds
- Credit Analysis
- 401k
- Derivatives
- Finance
- Financial Services
- Insurance
- Retirement
- Analysis
- Mortgage Lending
- Due Diligence
- Strategic Financial Planning
- Banking
- Estate Planning
- Loans
- Bonds
- Employee Benefits
- Consumer Lending
- Securities
- Financial Advisory
- Cross Selling
- Credit Cards
- Series 65
- Auditing
- Investment Advisory
- Life Insurance
- Wealth
- Relationship Management
- Health Insurance
- Wealth Management Services
- Tax
- Investment Strategies
- Small Business
- IRAs
- Sarbanes-Oxley Act
- Financial Planners
- Investment Management
- Financial Planning
- Wealth Management
- Sarbanes Oxley Act
- Strategic Financial
Tom Geraci Summary
- Tom Geraci, based in Cleveland, OH, US, is currently a Investment Advisor Representative at Purtill Financial LLC. Tom Geraci brings experience from previous roles at Bank of America. Tom Geraci holds a 2000 - 2005 Cleveland State University. With a robust skill set that includes Investments, Financial Analysis, Portfolio Management, Asset Allocation, Risk Management and more. Tom Geraci has 2 emails and 2 mobile phone numbers on RocketReach.
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