Cafaro Greenleaf
Relationship Manager and Consultant
Cafaro Greenleaf
Retirement Plan Advisor
Carroll Consultants
Account Manager
Vanguard Jun 1991 - Apr 1999
Client Service Administrator
Jun 1991 - Apr 1999
Relationship Manager
Education:
Saint Joseph's University 1993 - 1995
Masters, Master of Arts, Management
Ursinus College 1987 - 1991
Bachelors, Bachelor of Arts, Communication, Business
Skills:
Microsoft Office Microsoft Word Access Microsoft Excel Customer Service Insurance Accounting Time Management Powerpoint Outlook Accounts Payable Marketing Accounts Receivable General Ledger Administrative Assistants Data Entry Spreadsheets 401 Retirement Savings Plans Retirement Planning Financial Services Management Account Management Public Speaking Project Management Client Relations Retirement Savings Qualified Retirement Plans Reasoning Skills Retirement Plan Consulting 403 B Defined Contribution Profit Sharing Erisa Employee Benefits Design Leadership Business Relationship Management Retirement Benefits Securities Regulation Securities Financial Planning Confidentiality Defined Benefit Problem Solving Customer Satisfaction Mutual Funds Presentation Skills Project Delivery Subject Matter Experts