For over 19 years Jeffrey D Dattolo worked in different jobs. Recently, this expert worked as a Partner in Atlas Advisory Group,Llc developing different skills. Jeffrey D Dattolo graduated from The American College in 2000 where this professional received all the knowledge and skills. You can find Jeffrey in New York, New York, where he lives nowadays. SoftwareOfficial has all the info you need to be in touch with Jeffrey D Dattolo, such as this person's phone number or email. Feel free to send the request to get more data.
Name variants:
Jeffery Dattolo,
Geoffrey Dattolo,
Jeff Dattolo
Last updated May 23, 2024
Contact Information
Last Update
Jul 6, 2022
Email
jd**@atlasadvisorygroup.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Financial Advisor and Certified Financial Planner
Jan 2006 — Dec 2008
Financial Advisor and Vice President of Financial Planning
Public Company
201-500 employees
Financial Services industry
Jan 2004 — Dec 2005
Financial Advisor and Certified Financial Planner
New York, NY
Public Company
10,001+ employees
BAC
Financial Services industry
Jun 1998 — Dec 2003
Financial Advisor and Certified Financial Planner
601 Congress Street Brg, Boston, MA 02210
Public Company
10,001+ employees
MFC
Financial Services industry
Nov 1993 — Jun 1998
Financial Advisor and Certified Financial Planner
Jun 1987 — Oct 1993
Education
1998 — 2000
1996 — 1998
1988 — 1991
1982 — 1987
1981 — 1982
1977 — 1981
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Financial Consultant
Chief Executive
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Financial Services Professional
Financial Services Sales Agent
Skills
Estate Planning
Strategic Financial Planning
High Net Worth Individuals
Insurance Strategies
Wealth Transfer Planning
Retirement Income Strategies
Wealth Management
Life Insurance