Jason Cacoilo
Edison,NJ
Summary
Experienced financial professional with over 8 years of experience helping clients with financial planning. Successfully built strong relationships with clients, and helped them achieve financial goals. Professional licenses include Series7, Series6, Series63, and NJ insurance licenses.
Overview
9
9
years of professional experience
Work History
Premier Banker
Wells Fargo
09.2023 - 01.2025
- Built lasting relationships with clients through proactive communication and regular followups.
- Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
- Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
Financial Client Service Adviser
Santander Securities
10.2021 - 02.2023
- Excelled in a hybrid remote role as an investment client service adviser while working on a team with3 experienced advisers
- Obtained my Series7 prior to beginning the role and then became familiar with a wide range of investment products and gained experience on both Pershing, Salesforce and NFS platforms
- Our team handled the company's largest portfolio which grew by over30% during my time there and we were among the highest producers in our company
- Resolved service issues promptly, maintaining positive customer relationships.
Private Client Banker
Santander Bank
07.2018 - 10.2021
- As a Private Client Adviser for Santander I managed a large portfolio of affluent bank clients in central New Jersey
- Excelled at establishing rapport with new clients and furthered their relationships by collaborating with my team of bank partners which consisted of a financial advisor, mortgage adviser, and our commercial banking team
- Increased branch investment sales by 40% and I was regularly recognized as a top performer
- My portfolio consisted of over300 clients making up a total of over $300 million in total deposit and investments assets and I was able to grow each year by generating leads and earning referrals from my clients
Relationship Banker
Santander Bank
07.2016 - 07.2018
- Identified client needs with tailored product recommendations.
- Facilitated open communication with clients to address financial needs.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Education
B.S. - Finance
Kean University
Union01-2026
A.S. - Business Administration
Middlesex College
Edison, NJ05.2018
Skills
- Professional ethics
- Relationship management
- Retirement planning
- Wealth management
- Financial software
Timeline
Premier Banker
Wells Fargo
09.2023 - 01.2025
Financial Client Service Adviser
Santander Securities
10.2021 - 02.2023
Private Client Banker
Santander Bank
07.2018 - 10.2021
Relationship Banker
Santander Bank
07.2016 - 07.2018
A.S. - Business Administration
Middlesex College
B.S. - Finance
Kean University
Similar Profiles
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Matthew WeirupMatthew Weirup
Lead Escalations Analyst at Wells FargoLead Escalations Analyst at Wells Fargo