PRISCO FINANCIAL - Key Persons
Job Titles:
- Marketing Manager
- Member of the PrisCo Team
Catalina is the Marketing Manager for PrisCo Financial. She joined the company in March 2010 as the Marketing and Finance Intern. After receiving a B.S. in Business Administration minoring in Marketing and Finance from Montclair State University, Catalina became the Marketing Manager handling the marketing affairs of PrisCo Financial. Prior to joining the firm, she was Head Teller at Valley National Bank. Catalina holds her Series 7 and Life and Health Insurance licenses, and plans to sit for her Series 66 registration.
Job Titles:
- Director, Sagemark Consulting Private Wealth Services
Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.
Jim is an Associate of PrisCo Financial. He joined the firm in June of 2016 after completing his first year of training at the broker-dealer in Fort Wayne, Indiana. Jim graduated from Johns Hopkins University where he received a B.A. in Economics and minored in Entrepreneurship & Management. Jim currently holds his Series 7, 66, and Life and Health Insurance licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant (ChFC®) certifications. He is a member of the Financial Planning Association's NexGen group and outside of the industry, he is a volunteer for iMentor, an organization focusing on mentoring high-school students from low-income communities to achieve their ambitions.
Job Titles:
- Coordinator, Sagemark Consulting Private Wealth Services
Serves as coordinator for all Lincoln Financial planners and SCPWS members needing client/case support in advanced strategies, practice development, training and coaching. She is the primary contact for planners looking for support to develop and maintain their practice to better serve their clients and helps develop various training programs for SCPWS members.
Job Titles:
- Member of the PrisCo Team
- Operations Manager
- Practice Manager
Lori Chakonis is the Operations Manager for PrisCo Financial. She has over 20 years of financial services, operations and case management experience. Lori is responsible for managing all facets of PrisCo Financial's operations and cases in process. Prior to joining the firm, she was the Operations Manager for a major National Financial Services firm with offices in the New York and New Jersey Markets. She has also worked for a National CPA firm located in New York City.
Job Titles:
- Executive Director, Sagemark Consulting Private Wealth Services
Primary area of expertise is developing key concepts and strategies for the high net worth market.
Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.
Job Titles:
- Director, Sagemark Consulting Private Wealth Services
Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Regional Planning Office. He now works on developing advanced coaching and training concepts for planners in the high net worth marketplace.