Jason Cacoilo
Fort Lauderdale
Summary
I am a personable, driven professional who is dedicated to standing out. I have consistently strived for, and achieved, outstanding client satisfaction, and have a proven track record in building lasting client relationships. Experienced in brokerage operations, private client banking, and compliance analysis in commercial insurance. Offering several years' experience and looking for a challenging new role with long-term potential.
Overview
10
10
years of professional experience
1
1
Certification
Work History
SENIOR COMPLIANCE ANALYST
Business Credentialing Services, Inc.
Parsippany
03.2025 - Current
- Lead regulatory compliance reviews and risk assessments to ensure adherence to federal, state, and industry regulations
- Assisted in the implementation of compliance frameworks across the organization.
- Responded promptly and accurately to inquiries from clients concerning compliance or regulatory matters.
SENIOR Premier Banker
Wells Fargo
Westfield
09.2023 - 01.2025
- Advised clients on banking and general investment options that best suited their risk profile and long-term financial objectives.
- Initiated quality financial wellness conversations, adding value to customer relationships.
- Offered sound financial advice to clients and helped them to make informed decisions.
Registered Client Service Associate
Santander Securities
Jersey City
10.2021 - 02.2023
- Supported clients by handling service requests, answering questions, and acting as consistent resource.
- Communicated effectively with customers to provide information and resolve issues.
- Assisted financial advisors with client meetings and prepared necessary materials.
- Experienced on multiple CRM systems including Pershing, Salesforce and NFS platforms.
Private Client Banker
Santander Bank
Sayreville
07.2016 - 10.2021
- As a Private Client banker for Santander, I managed a large portfolio of affluent bank clients in central New Jersey
- Provided personalized banking services to high-net-worth individuals and families, including trust and estate planning, private banking, investments and lending.
- Developed strong relationships with clients by proactively engaging in meaningful conversations regarding their financial goals.
- Increased branch investment sales and I was recognized as a top performer.
Education
B.S. - Finance
Kean University
NJ12.2026
A.S. - Business Administration
Middlesex College
NJSkills
- CRM software
- Teamwork and collaboration
- Private banking
- Operations support
- Financial product sales
- Client relationship management
Websites
Certification
- Series 7
- Series 63
- NJ Producer Life and Health
Timeline
SENIOR COMPLIANCE ANALYST
Business Credentialing Services, Inc.
03.2025 - Current
SENIOR Premier Banker
Wells Fargo
09.2023 - 01.2025
Registered Client Service Associate
Santander Securities
10.2021 - 02.2023
Private Client Banker
Santander Bank
07.2016 - 10.2021
B.S. - Finance
Kean University
A.S. - Business Administration
Middlesex College