Craig Marcello

President @Turning Point Financial

New Orleans, LA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

President @Turning Point Financial

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New Orleans, LA, US

EDUCATION

N/A

George Mason University

M.B.A., Finance

N/A

Louisiana State University

B.A., International Trade & Finance

SKILLS

FundraisingBusiness PlanningTeam LeadershipStrategic PlanningFinancial AnalysisPublic SpeakingRisk ManagementSmall BusinessManagementTeam BuildingRetirementStrategic Financial PlanningLeadershipLoansAsset ManagementFinanceInvestmentsUnderwritingFinancial PlanningBusiness StrategyAsset ManagmentAccount ManagementSales Management

ABOUT CRAIG MARCELLO

Committed and successful producer and leader with consistently outstanding growth versus peers. Fully engaged in leading people through Servant Leadership style. Strong at modeling the way and challenging the status quo to create cultural shift toward greater commitment. Excellent coach/mentor with consistently outstanding gains in productivity per advisor. Superior at advisor retention. Myers-Briggs ENFJ with the following comments: “ENFJs are friendly persuaders who can often build consensus among people whose interests and motives are quite diverse. Their focus is on supporting others and encouraging growth. Excellent powers of logic make it possible for you to bridge gaps in a mass of data, see relationships where they exist and arrive at sound judgments. Individuals with your profile are able to handle problem solving and decision making that involve a substantial amount of complexity.”

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Craig Marcello — President at Turning Point Financial in New Orleans, LA, US | Unifers