Thomas Pacilio
President at Caritas Consulting Group | Fairfield, Connecticut, United States
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President at Caritas Consulting Group in July 2024 to Present
CEO/Founding Member at Clapboard Hill Private Wealth in April 2018 to October 2024
Senior Director at RSM US Wealth Management in December 2014 to March 2018
Senior Managing Partner at Clapboard Hill Advisors ,DBA Pacilio Wealth Management in December 2011 to December 2014
Senior Vice President, Producing Branch Manager at Morgan Stanley Private Wealth Management in November 2006 to November 2011
Senior Vice President, Producing Branch Manager at Merrill Lynch in January 1995 to November 2006
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Mepham High School
Adelphi University, Bachelors
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Wealth Management
Investments
Wealth
Financial Analysis
Alternative Investments
Asset Management
Portfolio Management
Management
Strategic Financial Planning
Risk Management
Equities
Asset Allocation
Securities
Strategic Planning
Series 63
Financial Planning
New Business Development
Private Banking
Trading
Public Speaking
multi generational wealth strategies
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What is Thomas Pacilio phone number?
Thomas Pacilio phone number is 203-429-0450.
How to contact Thomas Pacilio?
If you want to call Thomas Pacilio try calling on 203-429-0450.
What company does Thomas Pacilio work for?
Thomas Pacilio works for Caritas Consulting Group
What is Thomas Pacilio's role at Caritas Consulting Group?
Thomas Pacilio is President
What is Thomas Pacilio's personal email address?
Thomas Pacilio's personal email address is th****[email protected]
What is Thomas Pacilio's business email address?
Thomas Pacilio's business email address is t****[email protected]
What industry does Thomas Pacilio work in?
Thomas Pacilio works in the Financial Services industry.
Thomas Pacilio Email Addresses
Thomas Pacilio Phone Numbers
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