Anthony Caracio
Financial Advisor at Northwestern Mutual
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Anthony Caracio
I help people build and maintain personalized financial plans that will grow with them…
Experience
Financial Advisor
Dec 2016 — Present · Raleigh, NC, US
As a financial advisor, I work with clients to build financial plans that will protect them now and in the future. Some of my areas of expertise include-Business Risk Management -Business Succession Planning-Business Valuation Planning-Estate Planning-Financial Planning-Private Client Services-Qualified Plan Benchmarking-Qualified Plan Design Assistance -Qualified Plan Employee Education-Qualified Plan Fiduciary Education-Retirement Income Planning-Retirement Planning-Wealth Management -Business Continuation Planning-Trust Services -Life Insurance Planning-Disability Income Planning -Education Funding-Employee and Executive Benefits Planning-Investment Strategies-Long Term Care Planning-Special Needs Planning
Education
United States Military Academy at West Point
BS, Systems Engineering
1997 — 2001
Skills
- Six Sigma
- Product Launch
- Medical Devices
- Management
- Team Building
- Project Planning
- Leadership Development
- Military Operations
- Command
- Team Leadership
- Cross-Functional Team Leadership
- Operations Management
- Operating Room
- Program Management
- Process Improvement
- Sales
- Military
- Leadership
- Army
- Market Development
- Training
- Logistics
- Military Experience
- Security Clearance
- Operational Planning
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