Frank Gerardi

broker man

Frank Gerardi

AUTH

EFF DATE

CITY

COUNTLY

20398
2020-08-01
Staten Island
New York City

Phone:

(718)6144797

Email:

category
Languages
English  

BROKER PROFILE

About 6 years ago I changed my career path from finance to direct support. I began by providing com hab and found it to be rewarding for numerous reasons. In financial services I worked with clients to identify and achieve their investing and savings goals. I feel the skills of appropriating client's assets in the financial arena gives me a wealth of knowledge and confidence managing budgets, goals, and working with individuals on a long term basis. I have also been in circle of support meetings with my clients, and i look forward to taking a more active roll in the process.

SPECIALIZED SKILLS

BS in Finance;Money Management;Mechanically inclined;Familiar with camping and outdoor activities;Technology friendly; Auto/motorcycle/aircraft operation and maintenance experience