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Gail Cannata is listed as Client Service Team Leader at Vertex Planning Partners at Vertex Planning Partners, LLC, a company with 11 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Gail Cannata.
Gail Cannata previously worked as Client Service Team Leader at Vertex Planning Partners, Llc and LPL Financial (independent offices) at Lpl Financial.
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AeroLeads found 1 current-domain work email signal for Gail Cannata. Compare company email patterns before reaching out.
Team leader, trainer and relationship builder.Strong professional administrator with proven results.Experienced at both Fortune 100 and Independent firm levels.Demonstrated operational, financial and staff management performance.Experienced client advocate, providing solutions for challenging and complex issues. Positive entrepreneurial oriented attitude toward client services and relationship building.Exceptional attention to detail and deadlines.Honest and direct approach with advisors, clients, back office and vendors with focus on problem solving.
Listed skills include Leadership, Event Planning, Marketing, Sales, and 19 others.
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Downers Grove, IL
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have notbeen.
Independent Offices
More than 26 years experience in the financial services industry. Accomplished support professional.
Other employees you can reach at vertexpartners.com. View company contacts for 11 employees →
Edward Smith, Ms, Sca
Colleague at Vertex Planning Partners, Llc
Greater Chicago Area, United States
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TB
Tammy Billadeau, Cfp®, Cdfa®, Aams®
Colleague at Vertex Planning Partners, Llc
Downers Grove, Illinois, United States, United States
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MM
Megan Micek
Colleague at Vertex Planning Partners, Llc
Naperville, Illinois, United States, United States
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KK
Kelsey Kunz
Colleague at Vertex Planning Partners, Llc
Greater Chicago Area, United States
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MR
Megan Rouse
Colleague at Vertex Planning Partners, Llc
Glen Ellyn, Illinois, United States, United States
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MB
Michael Bellis, Cfp®, Clu
Colleague at Vertex Planning Partners, Llc
Naperville, Illinois, United States, United States
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Quick answers generated from the profile data available on this page.
Gail Cannata works for Vertex Planning Partners, LLC.
Gail Cannata is listed as Client Service Team Leader at Vertex Planning Partners at Vertex Planning Partners, LLC.
AeroLeads has found 1 work email signal at @comcast.net for Gail Cannata at Vertex Planning Partners, LLC.
Gail Cannata is based in Greater Chicago Area, United States, United States while working with Vertex Planning Partners, LLC.
Gail Cannata has worked for Vertex Planning Partners, Llc, Lpl Financial, and Morgan Stanley.
Gail Cannata's colleagues at Vertex Planning Partners, LLC include Edward Smith, Ms, Sca, Tammy Billadeau, Cfp®, Cdfa®, Aams®, Megan Micek, Kelsey Kunz, and Megan Rouse.
You can use AeroLeads to view verified contact signals for Gail Cannata at Vertex Planning Partners, LLC, including work email, phone, and LinkedIn data when available.
Gail Cannata is listed with skills including Leadership, Event Planning, Marketing, Sales, Beauty Industry, Cosmetics, Fundraising, and Small Business.
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