Synergi
Alex Rotoli is a Small Business Sales Manager at Synergi Partners, Inc. since February 2023, specializing in incentive and tax credit consulting. Previous experience includes serving as a Mortgage Loan Officer at AmeriSave Mortgage Corporation, where a robust pipeline of new business was developed, and as a Small Business Account Executive at Aflac, focusing on business-to-business solutions. Alex also worked as a Life Insurance Specialist in ASSURANCE IQ's Hyper Growth Program, contributing to life insurance sales before the company's acquisition by Prudential. Earlier roles include being an Unemployment Insurance Specialist at Paychex, where a customer-focused approach was crucial for managing small business accounts. Alex holds a Bachelor's degree in Communications and Technology from St. John Fisher University and an Associate of Science from Monroe Community College.
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Synergi
Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico. The company was founded by tax credit veterans who have made significant contributions to the tax incentive industry. Synergi’s deep understanding of the evolving tax legislation and thorough processes allows clients to file tax credits with confidence.