Trey Poletti has been working as a Commercial Insurance Broker at A.i. Insurance Group since 2018. Furthermore, this expert has an employment history at more than four companies using similar skills. Trey has a total work experience of 14+ years. Trey Poletti studied at the University of Pittsburgh from 2008 to 2012. Philadelphia, Pennsylvania is the place where the professional currently lives. Find this professional's current email address and phone number through SoftwareOfficial search.
Name variants:
Trey Poletti
Last updated Jun 21, 2024
Contact Information
Last Update
Jun 30, 2022
Email
tr**@ipgroup.info, tr**@aisinsurance.net, -t**@ipgroup.info
Location
Philadelphia, PA
Company
Workplace
Colleagues
Work History
Disability Insurance Specialist
10 Hudson Yards, New York, NY
Disability Income Specialist - Guardian's Philadelphia agency (IPG) -Sharing ideas with financial professionals about ways to incorporate income protection into their clients' financial plan...
Nov 2015 — May 2018
Tax Reporting and Cost Basis Associate
Philadelphia, PA
Acquired valuable experience in a tax reporting role through the daily updating and monitoring of all financial transactions for securities affected by corporate actions -Processed all neces...
Dec 2012 — Nov 2015
Caddy and Bag Room Attendant
15900 Mayfield Rd, Huntsburg, OH 44046
Build and maintain relationships with a variety of clients by providing friendly and efficient customer service
Train and supervise five to ten new caddies each summer which has fortified ...
Apr 2004 — Nov 2012
Education
2008 — 2012
2004 — 2008
Occupations
Sales Specialist
Agent
Sales Representative
Skills
Finance
Financial Services
Disability Insurance
Employee Benefits
Insurance
Life Insurance
Commercial Insurance
Property and Casualty Insurance
Umbrella Insurance
Professional Liability