Thomas Caporaso

Thomas Caporaso Email and Phone Number

Junior Financial Advisor @ Wealth Planning Advisory Group
Thomas Caporaso's Location
Lebanon, New Jersey, United States, United States
Thomas Caporaso's Contact Details

Thomas Caporaso work email

Thomas Caporaso personal email

n/a
About Thomas Caporaso

Thomas Caporaso is a Junior Financial Advisor at Wealth Planning Advisory Group. He possess expertise in public speaking, microsoft excel, powerpoint, leadership, microsoft office and 13 more skills.

Thomas Caporaso's Current Company Details
Wealth Planning Advisory Group

Wealth Planning Advisory Group

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Junior Financial Advisor
Thomas Caporaso Work Experience Details
  • Wealth Planning Advisory Group
    Junior Financial Advisor
    Wealth Planning Advisory Group Jun 2021 - Present
    Bernardsville, New Jersey, Us
    Licensed in life, health, property, and casualty insurance, Mr Caporaso provides financial customer service for the firm’s clientele. This includes making calls and setting meetings with clients and potential clients to grow the firm’s client base. More specifically, identifying risk management strategies, handling policy renewals, and tracking claims. Going forward, Mr. Caporaso strives to get involved with asset managment and estate planning.
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  • Cascades
    Inside Sales Representative
    Cascades Jan 2018 - Nov 2021
    Kingsey Falls, Québec, Ca
    Manages clientele with long lasting relationships that can range from small to large businesses and require great detailed customer service. Seeks new business and if feasible, creates customer profiles and specifications in an accounting based system known as SAP.
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  • Green Mountain Energy Company
    Sale Representative
    Green Mountain Energy Company Nov 2015 - Mar 2016
    Houston, Tx, Us
    - Give individuals the opportunity to choose 100% renewable energy for their home electricity. - Attend special events in Philadelphia such as concerts, festivals, sports events, etc.- Present and explain Green Mountain's mission to the public.- Sign up new costumers for one of the many Green Mountain products.
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  • Prudential Financial
    Agency Intern
    Prudential Financial Jun 2015 - Sep 2015
    Newark, New Jersey, Us
    - Recruits candidates for the FPA position.- Sends out applications and advertisements for the FPA position.- Schedules and participates in interviews.- Disperses new recruits equally among sales managers.
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  • Silver Saddle Swim Club
    Lifeguard
    Silver Saddle Swim Club Jun 2010 - Sep 2010

Thomas Caporaso Skills

Public Speaking Microsoft Excel Powerpoint Leadership Microsoft Office Social Networking Microsoft Word Insurance Management Project Management Risk Management Teamwork Marketing Social Media Microsoft Powerpoint Process Improvement Customer Service Time Management

Thomas Caporaso Education Details

  • Saint Joseph'S University
    Saint Joseph'S University
    Business Entrepreneurship & Criminal Justice

Frequently Asked Questions about Thomas Caporaso

What company does Thomas Caporaso work for?

Thomas Caporaso works for Wealth Planning Advisory Group

What is Thomas Caporaso's role at the current company?

Thomas Caporaso's current role is Junior Financial Advisor.

What is Thomas Caporaso's email address?

Thomas Caporaso's email address is th****@****ain.com

What schools did Thomas Caporaso attend?

Thomas Caporaso attended Saint Joseph's University.

What are some of Thomas Caporaso's interests?

Thomas Caporaso has interest in Environment, Disaster And Humanitarian Relief, Health.

What skills is Thomas Caporaso known for?

Thomas Caporaso has skills like Public Speaking, Microsoft Excel, Powerpoint, Leadership, Microsoft Office, Social Networking, Microsoft Word, Insurance, Management, Project Management, Risk Management, Teamwork.

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