Welcome to the virtual portfolio of Jacqueline Howard Cavallo.


I am a marketing and communications professional with twenty years experience; sixteen of those successfully spent 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 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:

















 














Industry Achievements

  1. Bullet FINRA 6, 26, 63

  2. Bullet CLU

  3. Bullet ChFC


Author

  1. Bullet "Son of a Dog," a satirical novel, mostly fictitious, about my rescued Greyhound, Max.

  2. Bullet “Cruise to Nowhere,” humorous fiction to be published 1Q09.


Mrs. Whiskers®

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





Copyright 2008, Jacqueline Howard Cavallo. Site designed and built by Jacqueline Howard Cavallo.

Materials on this Web site are strictly presented as marketing, advertising, writing and communications samples to showcase my capabilities and talents; placement on this Web site is not at all for the purpose of providing tax, legal or financial advice.

 

Multi-Media

  1. BulletAds, Local & National

  2. BulletBrochures

  3. BulletArticles

  4. BulletInteractive CD ROMs

  5. BulletAudio & Video

  6. BulletNewsletters

  7. BulletDirect Mail

  8. BulletWorkshops, Including Presentations & Supporting Materials

  9. BulletEmail & Web

  10. BulletKits

  11. BulletExecutive Speech Writing 

Consumer Topics


  1. BulletRetirement Planning

  2. BulletEstate Planning

  3. BulletExecutive Planning

  4. BulletBusiness Owner Planning

  5. BulletCollege Savings Planning

  6. BulletInvestment Planning

  7. BulletProtection Planning

  8. BulletTax Planning

  9. BulletComprehensive Financial Planning

  10. BulletPlanning for Families with Special Needs

  11. BulletGLBT Financial Planning

Audiences

  1. Bullet Producers

  2. Bullet Consumers

  3. Bullet Business Owners

  4. Bullet Industry

  5. Bullet Potential Recruits

  6. Bullet Executives

Internal & Industry Topics


  1. Bullet Producer Recruiting

  2. Bullet Program Roll-Outs

  3. Bullet Producer Recognition

  4. Bullet Best Practices

  5. Bullet Sales Opportunities

  6. Bullet Sales Tool Promotions

  7. Bullet Industry News & Interpretation