Barbara Cavallaro
East Setauket,NY
Summary
At Wells Fargo Advisors, I leveraged my expertise in financial planning and client relationship management to enhance portfolio performance and drive business growth. Skilled in insurance and retirement planning, I played a key role in developing marketing materials and identifying cross-selling opportunities, significantly contributing to client satisfaction and team success.
Overview
26
26
years of professional experience
Work History
Senior Registered Client Associate
Wells Fargo Advisors
03.1998 - 01.2024
- Assisted in the development of marketing materials for prospective clients, showcasing the team''s expertise and services.
- Participated in ongoing education initiatives, staying current on industry trends and regulatory updates to better serve clients.
- Conducted comprehensive portfolio reviews to ensure alignment with clients'' financial objectives and risk tolerance.
- Contributed to business development efforts by identifying opportunities for cross-selling services or expanding existing relationships.
Education
MBA - Finance And Accounting
Hofstra University
Hempstead, NY01-1990
Bachelor of Science - Accounting
Adelphi University
Garden City, NY05-1984
Skills
- Account maintenance
- Insurance planning
- Performance reporting
- Retirement planning
- Financial planning
Timeline
Senior Registered Client Associate
Wells Fargo Advisors
03.1998 - 01.2024
MBA - Finance And Accounting
Hofstra University
Bachelor of Science - Accounting
Adelphi University
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