Virtual Portfolio of Jacqueline Howard Cavallo

Welcome! I am a marketing and communications professional with twenty years experience successfully working in the financial services industry. My passion and talents are in strategy development and execution, writing, packaging, messaging, design collaboration and team leadership. My virtual portfolio includes an eclectic mix of collateral samples created throughout my career.

While much of my experience has been focused on financial services, my marketing and communications skills are transferable to virtually all industries.

Marketing & Communications Strategy, Plan Development & Execution:

Audiences

  • Advisors
  • Consumers
  • Plan Participants
  • Plan Sponsors
  • Business Owners
  • Industry
  • Potential Recruits
  • Executives

Media

  • Ads, Local & National
  • Brochures
  • Articles
  • Interactive CD ROMs
  • Multimedia (e.g., Brainshark)
  • Audio & Video
  • Newsletters
  • Direct Mail
  • Workshops, Including Presentations & Supporting Materials
  • Email & Web
  • Kits
  • Executive Speech Writing

Consumer Topics

  • Retirement Planning
  • Estate Planning
  • Executive Planning
  • Business Owner Planning
  • College Savings Planning
  • Investment Planning
  • Protection Planning
  • Tax Planning
  • Comprehensive Financial Planning
  • Planning for Families with Special Needs
  • GLBT Financial Planning

Internal & Industry Topics

  • Advisor Recruiting
  • Program Roll-Outs
  • Advisor Recognition
  • Best Practices
  • Sales Opportunities
  • Sales Tool Promotions
  • Industry News & Interpretation

Industry Achievements

  • FINRA 6, 26, 63
  • CLU
  • ChFC

 Author

  • “Son of a Dog,” humorous fiction.
  • “Cruise to Nowhere,” humorous fiction.

Mrs. Whiskers®

Sole proprietor of a philanthropic company that raises funds and awareness for animal rescue organizations.