Gail Cannata
Client Service Team Leader at Vertex Planning Partners
- Role
- Client Service Team Leader at Vertex Planning Partners, Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Gail Cannata
Team leader, trainer and relationship builder.Strong professional administrator with proven results.Experienced at both Fortune 100 and Independent firm levels.Demonstrated operational, financial and staff management performance.Experienced client advocate, providing solutions for challenging and complex issues. Positive entrepreneurial oriented attitude toward client services and relationship building.Exceptional attention to detail and deadlines.Honest and direct approach with advisors, clients, back office and vendors with focus on problem solving.
Experience
Client Service Team Leader
Jan 2023 — Present · Downers Grove, IL
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have notbeen reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For hyperlinks to FINRA and SIPC, please refer to “Contact and Personal Info section”
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.