Antonio (Tony) Pontrelli has extensive experience in the financial services industry, currently serving as a Case Coordinator at Boulos Financial Group Inc. since June 2019, where support is provided to over 50 advisors regarding new insurance business cases and after-sale servicing requests. Prior roles include Senior Client Account Representative and Plan Sponsor Services Representative at Manulife from September 1997 to April 2019, where responsibilities involved aiding Group Retirement Plan Sponsors and processing financial transactions. Earlier experience includes positions such as Coordinator of Asset Retention at Standard Life Aberdeen and Administrative Sales Assistant for a Senior Licensed Life Insurance agent. Antonio's educational background includes a Certificate of Management from McGill University and certifications in Bookkeeping and Accounting.
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