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About
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.
“Jacqueline is a bright and accomplished writer. She is the type of experienced and knowledgeable professional that you would want on any team. Jacqueline is productive, innovative and creative. Her clever, concise and effective writing style makes her stand out above the rest.”
Michele Henson, Manager, Product Development, MetLife
Jacqueline howard cavallo
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.
The Flying Dog Foundation
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