Eva M. Vitale Email & Phone Number

Greater Chicago Area

Experienced practice management consultant working with leading financial advisors, advisory teams, and Wealth Management firms on all aspects of sales skill development and marketing their business. Hands-on services in design, project management, research, and development, driving clients toward implementation.

Chicago, Illinois

I was responsible for the creation and delivery (as a speaker, workshop facilitator, and coach) of business practice strategies to external, third-party financial advisors and client firms. Areas of expertise include customized marketing strategies in practice management, leadership and team building, and sales skill development. Corporate responsibilities.

Shelton, Connecticut

Led team responsible for development and delivery of learning programs for all Annuities associates, focused on the sales distribution channels. Responsibilities included on boarding, launch of new products, sales skill training, online education, and advisor continuing education.

Newark, New Jersey

Responsible for the design and development of learning programs for ~2,500 proprietary financial planners and insurance professionals.

Newark, New Jersey

I was responsible for the creation, development, and implementation of the financial planning program, and the Center for Financial Planning Excellence.

Bachelor Of Arts (B.A.), Psychology

Retirement Income Strategies Certificate

Master Of Business Administration (Mba)