
Benjamin Vaccaro
Helping High-Achieving Professionals and Families Build and Protect Wealth
Updated 7 months ago
15+
Years Experience
12
Roles
22
Skills
2
Education
About
I help people confidently plan for their version of a successful future. My team and I focus on identifying a clear path to financial security. Our methodology pairs performative industry leading practices with each of clients goals and objectives to deliver desired outcomes throughout the years.
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Experience (12 roles)
Financial Representative
CurrentMy team and I specialize in delivering financial planning solutions that encompass all facets of financial wellbeing. My approach integrates wealth management, risk management, tax efficiency, and estate planning strategies to construct a robust and resilient financial plan tailored to your unique g...
Account Executive
As the Account Executive, I am responsible for managing the NYC client development through understanding client pain points and advising them on relevant technology advancements for their business as well as recommending process improvements. With a background in software technology sales, my clie...
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Education (2)
University of Pittsburgh
Aug 2008 - Apr 2012
Activities and societies: Sigma Chi Fraternity, Resident Student Association, CAACURH
Byram Hills High School
Sep 2004 - Jun 2008
Activities and societies: Varsity Track and Field, Track and Field Captain
Skills (22)
Certifications (15)▼
AI For Everyone
Coursera
The Top Three Negotiation Myths
Gender in Negotiation
Sales Time Management
Asking Great Sales Questions
Get More by Saying Less in Negotiations
How to Sell on Value, Not Price
How to Fearlessly Negotiate to Get More of What You Want
Sales: Handling Objections
Google Cloud Essentials
Linux Academy
Sales: Closing Strategies
Life and Health Insurance License
New York State Department of Financial Services
Business implications of AI
Coursera
Amazon Web Services Cloud Practitioner
Amazon Web Services (AWS)
Microsoft Certified: Azure Fundamentals
Microsoft
Volunteer Experience (5)▼
Volunteer
CurrentUniversity Community Social Services, Inc.
Oct 2020 - Present · 4 yrs 11 mos
Dog & Cat Foster + Socializer
CurrentSPCA of Westchester
Apr 2023 - Present · 2 yrs 5 mos
Volunteer
Pets Are Wonderful Support (PAWS NY)
Jan 2023 - Mar 2023 · 3 mos
Animal Care
CurrentAdopt-a-Dog
Mar 2025 - Present · 6 mos
Volunteer
Big Brothers Big Sisters of NYC
Oct 2012 - Nov 2019 · 7 yrs 2 mos
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