LoansPrivateBanking$500WealthManagementreferralLargeBalancesNo charge- valueaddedAccountSummaryin Symitar$250,000Gooddaytimephonenumber$500,000PersonalRepresentativeAny boxthat isavailableJudyBlotzSheriGagliardiWorkwith onepersonBoth WealthManagement& InvestmentServices databasesKnowledgeCenter,Products& Services,Private Banking$25InvestmentTrustCompanyAttorney401KAgentSuccessorTrusteeEntInvestmentServicesLoansPrivateBanking$500WealthManagementreferralLargeBalancesNo charge- valueaddedAccountSummaryin Symitar$250,000Gooddaytimephonenumber$500,000PersonalRepresentativeAny boxthat isavailableJudyBlotzSheriGagliardiWorkwith onepersonBoth WealthManagement& InvestmentServices databasesKnowledgeCenter,Products& Services,Private Banking$25InvestmentTrustCompanyAttorney401KAgentSuccessorTrusteeEntInvestmentServices

Wealth Management Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Loans
  2. Private Banking
  3. $500
  4. Wealth Management referral
  5. Large Balances
  6. No charge - value added
  7. Account Summary in Symitar
  8. $250,000
  9. Good daytime phone number
  10. $500,000
  11. Personal Representative
  12. Any box that is available
  13. Judy Blotz
  14. Sheri Gagliardi
  15. Work with one person
  16. Both Wealth Management & Investment Services data bases
  17. Knowledge Center,Products & Services, Private Banking
  18. $25
  19. Investment Trust Company
  20. Attorney
  21. 401K
  22. Agent
  23. Successor Trustee
  24. Ent Investment Services