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Anne Marie Capaldi

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