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Multi-talented professional with experience in financial services data analysis and reporting. Expertise in finding the stories behind the data using degrees in the Fine Arts and English to see what others don't and develop the best solution to communicate results. Inspired by a challenge and always curious.
Stathis Partners Llc
View- Website:
- stathispartners.com
- Employees:
- 2
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CreatorBank Channel Research Sep 2018 - PresentLitchfield County, Connecticut, United States
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Managing Director Of ResearchStathis Partners Llc Oct 2015 - PresentWoodbury, CtOur mission is to be the primary source of top-quality information and networking to those selling insurance and investment products through the bank/credit union channel. In this role, I oversee and produce a variety of benchmarking and best practices research that executives of investment/insurance services in financial institutions have come to rely on. My background in financial services leads to a deeper understanding of our clients’ needs and the ability to create valuable tools to help our bank partners grow their businesses.We focus our research on critical bank broker-dealer investment and insurance product distribution metrics including data on production, revenue, and profitability and other trends then identify contributing factors for success.
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Director Of ResearchStathis Partners Llc Jul 2015 - Present
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Director Of ResearchStathis Partners Llc Jul 2015 - Present
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FounderHeart In Hand Ct May 2015 - PresentConnecticutWe collect and distribute “God's Love in Disguise” to the needy in the form of clothing and household goods that are no longer of use. Connecting people with unwanted items with local agencies and families in need, we inspire others to share their gifts as an act of love for a stranger. -
Head Of ResearchBisra May 2009 - Jun 2015ConnecticutBISRA served as the research arm of BISA and provided consulting and business intelligence that enabled better informed decision-making, best practices and peer-based knowledge exchange in a variety of formats and venues.As Head of Research, I was responsible for all monthly and quarterly surveys and publications. In addition I collaborated with Scott Stathis on various research projects and put together findings to be presented as discussion pieces at the executive summits throughout the year. Scott is currently one of the Managing Partners of the Stathis Kucholtz partnership.
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Avp Mis ManagerWebster Investment Services Jul 1999 - Oct 2008Kensington CtManaged data projects to simplify process including the creation and management of proprietary intranet-based applications. • Identify, collect, consolidate information from various sources; perform data analysis manipulation in Excel, MS Access and SQL Server for simplified results output. • Program and create standard and ad hoc reports and extracts based on feeds integrated from several sources• Created in-house application for Sarbanes Oxley requirement by developing a program to process DST data feeds directly• Co-designed an intranet-based application for Financial Consultant sales force. Functionality significantly increased efficiency and accuracy• Co-designed the first Webster Bank inter-departmental ReferralTracking system, helped to turn relationships into results. -
Sales Support CoordinatorWebster Bank Nov 1993 - Jul 1999For the Retail Residential Mortgage division• Provided Sales and Marketing support to a team of 15 Residential Loan Officers.• Was selected for team that developed an Access–based contact management program for loan officers.• Responsibilities included collaboration on marketing materials, coordinating Homebuyer Seminars and customer contact.• Interfaced with processing and underwriting groups to assist with application issues.
Janet Cappelletti Skills
Janet Cappelletti Education Details
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Arts And Languages -
Saint Margaret'S Mcternan (Chase Collegiate)
Frequently Asked Questions about Janet Cappelletti
What company does Janet Cappelletti work for?
Janet Cappelletti works for Stathis Partners Llc
What is Janet Cappelletti's role at the current company?
Janet Cappelletti's current role is 📊 Creator, Owner at Bank Channel Research & Director of Research for Stathis Partners.
What is Janet Cappelletti's email address?
Janet Cappelletti's email address is ja****@****mra.com
What is Janet Cappelletti's direct phone number?
Janet Cappelletti's direct phone number is +166056*****
What schools did Janet Cappelletti attend?
Janet Cappelletti attended Hood College, Saint Margaret's Mcternan (Chase Collegiate).
What are some of Janet Cappelletti's interests?
Janet Cappelletti has interest in Poverty Alleviation, Environment, Arts And Culture, Children.
What skills is Janet Cappelletti known for?
Janet Cappelletti has skills like Data Analysis, Investments, Financial Services, Banking, Finance, Insurance, Research, Process Improvement, Financial Planning, Mutual Funds, Relationship Management, Microsoft Sql Server.
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Janet Cappelletti
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