Michele Caccamise Email & Phone Number

Chief Marketing Officer @ Heritage Financial Services, LLC

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Michele Caccamise Location

Rochester, NY, US

Michele Caccamise Work

2022 - now Chief Marketing Officer @ Heritage Financial Services, LLC
2021 - 2022 Director of Marketing @ Heritage Financial Services, LLC
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2019 - 2020 VP of Marketing and Business Development @ KARPUS INVESTMENT MANAGEMENT

2016 - 2018 Director of Marketing Operations @ Manning & Napier
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2007 - 2016 Manager of Marketing Operations @ Manning & Napier
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2003 - 2007 Financial Consultant @ AXA Advisors, LLC
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Michele Caccamise Education

Saint John Fisher College
St. John Fisher University

Michele Caccamise Skills

Series 7
Investment Management
Uniform Combined State Law

Financial Services
Life & Health Insurance Licenses
Marketing Communications
Life Insurance
FINRA
Finance
Mutual Funds

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Michele Caccamise Summary

Michele Caccamise, based in Rochester, NY, US, is currently a Chief Marketing Officer at Heritage Financial Services, LLC. Michele Caccamise brings experience from previous roles at Heritage Financial Services, LLC, Karpus Investment Management and Manning & Napier. Michele Caccamise holds a Saint John Fisher College. With a robust skill set that includes Series 7, Investment Management, Uniform Combined State Law, Financial Services, Life & Health Insurance Licenses and more. Michele Caccamise has 3 emails and 1 mobile phone numbers on RocketReach.

Michele Caccamise Emails

Found 3 emails

Michele Caccamise Phone Numbers

Found 2 phone numbers

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Others Named Michele Caccamise

Michele Caccamise

Chief Marketing Officer at Heritage Financial Services, LLC

Rochester, NY, US
3
- aol.com
- gmail.com
- heritagefinancial.net
2
- 585755XXXX
- 585678XXXX

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Top Heritage Financial Services, LLC Employees

Chuck Bean

Managing Partner at Heritage Financial Services, LLC

Boston, MA, US
2
- gmail.com
- heritagefinancial.net
2
- 617529XXXX
- 781255XXXX
Bob Weisse

Chief Investment Officer at Heritage Financial Services, LLC

Westwood, MA, US
2
- heritagefinancial.net
- gmail.com
3
- 413695XXXX
- 781255XXXX
- 508359XXXX
Edward Jastrem

Chief Planning Officer at Heritage Financial Services, LLC

Westwood, MA, US
2
- heritagefinancial.net
- yahoo.com
1
- 781255XXXX
Sammy Azzouz

President and CEO at Heritage Financial Services, LLC

Boston, MA, US
2
- yahoo.com
- heritagefinancial.net
4
- 781255XXXX
- 585354XXXX
- 310826XXXX
- 508523XXXX
Jim Scally

Managing Partner at Heritage Financial Services, LLC

Boston, MA, US
2
- heritagefinancial.net
- aol.com
4
- 781255XXXX
- 781326XXXX
- 781279XXXX
- 781254XXXX
Stewart Moscov

President at Heritage Financial Services, LLC

United States
2
- aol.com
- hotmail.com
3
- 585248XXXX
- 585721XXXX
- 585230XXXX
Brian Gibbs

President, Senior Financial Consultant at Heritage Financial Services, LLC

San Diego, CA, US
3
- 619581XXXX
- 619280XXXX
- 619286XXXX
Michele Caccamise

Chief Marketing Officer at Heritage Financial Services, LLC

Rochester, NY, US
3
- aol.com
- gmail.com
- heritagefinancial.net
2
- 585755XXXX
- 585678XXXX
Michael Waldron

Director of Portfolio Management. Partner. Investment Committee Member. at Heritage Financial Services, LLC

Boston, MA, US
1
- heritagefinancial.net
3
- 781255XXXX
- 781449XXXX
- 781619XXXX
Roxanna Aguirre

Director of Systems Integrations and Development at Heritage Financial Services, LLC

Foxborough, MA, US
2
- yahoo.com
- heritagefinancial.net
3
- 857251XXXX
- 617442XXXX
- 415827XXXX
Andréane Bolduc

Portfolio Manager at Heritage Financial Services, LLC

Boston, MA, US
2
- heritagefinancial.net
- gmail.com
1
- 617838XXXX
Jennifer Watson

Chief Compliance Officer and Director of HR at Heritage Financial Services, LLC

Westwood, MA, US
2
- heritagefinancial.net
- gmail.com
3
- 617733XXXX
- 781326XXXX
- 617302XXXX
Shane Brennan

Paraplanner at Heritage Financial Services, LLC

Boston, MA, US
1
- heritagefinancial.net
Matthew Carron

Senior Wealth Manager at Heritage Financial Services, LLC

Westwood, MA, US
2
- gmail.com
- heritagefinancial.net
5
- 781255XXXX
- 781326XXXX
- 781264XXXX
- 781293XXXX
- 502631XXXX
Timothy Winn

Wealth Advisor at Heritage Financial Services, LLC

Sutton, MA, US
3
- gmail.com
- aol.com
- heritagefinancial.net
3
- 508864XXXX
- 508865XXXX
- 781326XXXX

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