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Operate real estate office, or work for commercial real estate firm, overseeing real estate transactions. Other duties usually include selling real estate or renting properties and arranging loans.
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Guide clients in buying, selling, or renting properties with expert advice.
Analyze financial data to guide investment choices and improve business outcomes.
Guide clients in buying and selling securities for optimal financial outcomes.
Assess and determine the value of various properties and assets.
Guide clients in choosing the right insurance policies for their needs.
Guide borrowers through loan processes and assess financial eligibility.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415