Effective immediately, Jude Capalbo has been promoted to the new full-time role of Vice President and Chief Operating Officer (COO). For the past two years, Jude has made many valuable contributions as our part-time Business Strategy Consultant. He is also one of our longest standing financial planning and investment clients (since 2002)! In Jude’s new role, he will oversee the day-to-day administrative and operational functions of the business. Jude will also manage all efforts and initiatives in our pursuit for ongoing operational excellence and a WOW client experience.
Despite the challenges we’ve all faced this year, and a remote working environment, we have continued to grow the number of clients we serve without sacrificing quality. Our assessment of team roles, responsibilities and development is rigorous and ongoing. As we experience further success, we must never settle or allow complacency to set in. The addition of the COO role will help ensure maximum operational effectiveness as we grow, while leveraging our growth to further evolve and streamline our operations. The benefits to our clients can include highly competitive pricing, more efficient servicing of your needs, and a more personalized client experience.
Further Background – Jude’s passion for the past 20+ years has been helping organizations leverage talent, technology and processes to deliver exceptional client service experiences. Helping organizations ensure ‘the whole is greater than the sum of the parts’ is what can make the difference between a good place to work that delivers satisfactory client service experiences, and a great place to work where every process, procedure and client interaction creates a unique and lasting positive experience with clients; an organization that helps clients and employees live their
BEST Lives.
Prior to joining Financial Independence, Jude held various leadership positions at several large banking, insurance and retirement services companies. His areas of focus included strategy development and execution, sales operations, organizational effectiveness, talent development and internal audit. Jude earned his MBA at Assumption College and a BA in Psychology from Worcester State College.
Jude resides in Saranac Lake, NY and enjoys spending time with friends and family in the great outdoors of the Adirondack Park. Jude is also a life-long student of a variety of subjects including cooking, wine, opera, classical music, religious studies and philosophy.
I am excited about Jude's new role with Financial Independence and I’m confident you will notice the value he brings with time. Please join me in congratulating Jude on his new role (jude@fi-ri.com).
Warm regards,
