Carrie Caligiuri

Carrie Caligiuri brings a wealth of experience and dedication to her dual role as Insurance Processing Specialist and Office Manager at WealthViser Private Wealth.

 

Professional Journey

Founding Years at Caligiuri Financial Group: Carrie embarked on her career journey by providing crucial support to Franco Caligiuri in the financial industry. In 2005, she took on an administrative role at Caligiuri Financial Group, laying the foundation for her extensive expertise in the field.

Balancing Business and Family: In 2009, Carrie's priorities shifted towards family, leading her to focus on raising her children. However, her commitment to supporting Franco's business never wavered. She continued to contribute behind the scenes, handling payroll, managing corporate records, and assisting with budgeting and financial forecasting.

 

Expertise in Insurance Processing

Attention to Detail: Carrie's meticulous attention to detail is a cornerstone in ensuring the accuracy and efficiency of our insurance processing services. Her expertise enhances the company's ability to provide comprehensive support to clients in the insurance domain.

Operation Manager at WealthViser Private Wealth: Building on her years of experience, Carrie now serves as the Operation Manager at WealthViser Private Wealth. In this role, she continues to provide invaluable support to Franco and assists in addressing client inquiries.

 

Beyond the Office

Personal Interests: Outside the office, Carrie finds joy in gardening and spending quality time with her children. Her diverse interests also include catching up on Taiwanese TV shows during her free time.

 

Carrie Caligiuri's dedication, wealth of experience, and attention to detail make her an indispensable asset to the WealthViser Private Wealth team. Her multifaceted role ensures the seamless operation of insurance processes and effective office management.