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Holly Cafalone

Daily Operations Lead

Client Service Team

Holly_Short_2

The Coordinator

Enthusiastic and self-motivated multi-tasker, mother of two and operations expert.

Background

Holly joined Strategic in 2018 and serves as the Daily Operations Lead.  She responsible for managing the daily activities within the operations department (e.g., Client Service, Reporting, Client Systems set-up, etc.) and serves as an intermediary between the Operations Department and the Head of Client Service.

Holly brings complex technical knowledge and strong leadership skills to her role as the Daily Operations Lead at Strategic.  Previously, Holly served as an Operations Team Leader at M. Griffith Investment Services, Inc., where she was responsible for maintaining and managing all aspects of the Operations Department. Holly began her career at Alliance Bank N.A. where she served as the Computer Operations Coordinator.

Areas of Specialty

  • Client Service & Advisor Support

    Client Service & Advisor Support

  • Leadership & Team Development

    Leadership & Team Development

  • Workflow, Processes and Technology

    Workflow, Processes and Technology

Beneath the Surface

  • Claim to Fame

    She is always down for a Chicken Riggie cook-off. According to her husband, she beats most restaurants, even though she is not Italian or from Utica!

  • Enjoys…

    Cooking, Amazon shopping, being silly with her kids and helping others

  • Family

    Lives in Oneida with her husband and two kids, Samuel & Gianna.

No one is in control of your happiness but you; therefore, you have the power to change anything about yourself or your life that you want to change.

Barbara DeAngelis