Anne Marie Capaldi Marketing and Customer Service Administrator

Anne Marie has been in the Insurance Industry since 1990. She has extensive experience in Marketing and Customer Service.

Duties Include:

  • Event Planning- Plan, Coordinate and Manage all details including event logistics, registration and attendee tracking, presentation and materials support and pre-and post- event evaluations. ( Seminars, Meetings and Special Events)
  • Research material for Seminars and develop presentations on Power Point.
  • Supervise social media outreach.
  • Deliver content via LinkedIn, Twitter, Facebook, email or direct mail.
  • Coordinate and deliver email campaigns.
  • Website Management
  • Coordinate meetings between Advisors and Wholesalers


BS, Marketing, St. Joseph’s University