Claire Caprio Email & Phone Number
Who is Claire Caprio? Overview
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Claire Caprio is listed as Account Executive at Neumo, a company with 413 employees, based in Herndon, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Claire Caprio.
Claire Caprio previously worked as Sales Development Representative at Avenu Insights & Analytics and Sales Development Representative at Memoryblue. Claire Caprio holds Bachelor Of Arts - Ba, English, With Distinction from University Of Virginia.
Email format at Neumo
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About Claire Caprio
Multi-hyphenate with strong business acumen. Passionate about sales, relationship building, and creative problem solving. Experience in private wealth management, sales, business administration, marketing, and entrepreneurship. Eager to connect and am looking for a position where I can learn, grow, network, and thrive.
Claire Caprio's current company
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Claire Caprio work experience
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Sales Development Representative
Current
Sales Development Representative
Current
Client Service Associate
- Emphasis on sales, team process, and practice management
- Managed a sales pipeline with an average of 50 leads at a time
- Facilitated 25 calls per week with retail leads, business leads, and financial consultants
- Utilized lead-generation software to coordinate meetings with 40 centers of influence per quarter
- Increased quality lead conversion by 10 percent – and tracked it quarter over quarter
- Managed meetings and service requests for 250 clients in two different… Show more
Member
Client Service Associate
- Contributed to client satisfaction through efficient and responsive service for 350 AUM team
- Submitted 100 compliance reviews per month and ensured adherence to compliance standards
- Ran weekly team meetings to align on practice management and business development goals
- Crafted and sent out invitations via CRM for monthly outreach events
- Managed weekly social media posts for a team of five advisors
- Acquired knowledge in asset allocation and investment… Show more
Freelance Marketing And Copywriting
- Partnered with 75 clients to produce ad copy, social media content, and marketing campaigns
- Doubled YoY income for five consecutive years
- Posted daily content on Medium and Patreon
- Followed industry trends and pitched to 10 sources per month
- Developed a diverse portfolio in travel, personal development, literature, and finance
- Established and managed an LLC, handling taxes and finances
Fpa Virtual Externship
Server
Crew Member
Server
Swim Coach
· Full-time summer coaching (NVSL) · Year-round coaching (NCAP) · Managing staff · Private coaching · Working with children ages 5 to 18
Colleagues at Neumo
Other employees you can reach at avenuinsights.com. View company contacts for 413 employees →
Alicia Hughes
Colleague at Neumo
Oswego County, New York, United States, United States
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BA
Bonnie Athmann
Colleague at Neumo
St Cloud, Minnesota, United States, United States
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ML
Michael Lively
Colleague at Neumo
Graysville, Alabama, United States, United States
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MS
Michael S. Boudreaux
Colleague at Neumo
Breaux Bridge, Louisiana, United States, United States
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JL
Jimmy Lee
Colleague at Neumo
Malden, Massachusetts, United States, United States
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DP
David Peters
Colleague at Neumo
Spring, Texas, United States, United States
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SA
Stephen Abney
Colleague at Neumo
Georgetown, Kentucky, United States, United States
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PS
Paul Sykes
Colleague at Neumo
Madison, Mississippi, United States, United States
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JS
Jessica Sato
Colleague at Neumo
Moorpark, California, United States, United States
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DS
David S. Devin
Colleague at Neumo
Minneapolis, Minnesota, United States, United States
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Claire Caprio education
Bachelor Of Arts - Ba, English, With Distinction
Certified Financial Planner (R), Personal Financial Planning Certification
Frequently asked questions about Claire Caprio
Quick answers generated from the profile data available on this page.
What company does Claire Caprio work for?
Claire Caprio works for Neumo.
What is Claire Caprio's role at Neumo?
Claire Caprio is listed as Account Executive at Neumo.
Where is Claire Caprio based?
Claire Caprio is based in Herndon, Virginia, United States while working with Neumo.
What companies has Claire Caprio worked for?
Claire Caprio has worked for Neumo, Avenu Insights & Analytics, Memoryblue, Signature Estate & Investment Advisors, Llc, and Ellevate Network.
Who are Claire Caprio's colleagues at Neumo?
Claire Caprio's colleagues at Neumo include Alicia Hughes, Bonnie Athmann, Michael Lively, Michael S. Boudreaux, and Jimmy Lee.
How can I contact Claire Caprio?
You can use AeroLeads to view verified contact signals for Claire Caprio at Neumo, including work email, phone, and LinkedIn data when available.
What schools did Claire Caprio attend?
Claire Caprio holds Bachelor Of Arts - Ba, English, With Distinction from University Of Virginia.
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