My Services
Adding temporary scale to your team through:
Project Support
Do you have a strategic project in mind for your business? I can help you in all stages, from evaluating the benefits to implementation.
Content Support
Do you have an upcoming presentation? Assistance with presentation content, layout, and speakers notes.
Marketing material coordination
Technology change management support
Are you using your IT resources efficiently? Do you have team members who need help embracing change? I help find the areas where you can get the most benefit from your investment.
Cara Benvenuti, MBA, CFA
I have been worked in financial services for over 20 years spending time in brokerage, mutual funds and most recently in custody, clearing, trading and settlement for independent firms.
Key areas of expertise include:
- Sales enablement, research & content planning
- Data Analysis
- Digital transformation and CRM implementation
- RFP response & management
Education
CFA CHARTER • 2004 • CFA Institute
MBA • 2004 • John Molson School of Business, Concordia University
Specialization: Investment Management
BA • 1999 • McGill University
Major Economics, Minor Computer Science
With Distinction
Skills
Communication
I am an excellent listener and have worked with diverse teams on multiple projects in French and English.
Project Management
Organized and analytical, I am able to prioritize which key items will have the highest impact.
Technology
I am an early adopter of technology. I truly believe that technology is critical, and has the power to improve experiences and outcomes.
Work With Me
Cara Benvenuti, MBA, CFA
Email Address
cara.b@bell.net
Phone Number
(514)-972-0147