Theresa Cavalier

29 Lives in South KingstownCareerTheresa transitioned into Insurance and Annuity Planning in 2008 after she moved home to Rhode Island from Florida where she was the Southeast Regional Relationship …

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29
Lives in South Kingstown

Career

Theresa transitioned into Insurance and Annuity Planning in 2008 after she moved home to Rhode Island from Florida where she was the Southeast Regional Relationship Manager for Indymac Bank. There she was responsible for production in nine states and 330 employees. She approached Thorp & Trainer in 2010 to become contracted to develop a Life, Long Term Care, and Disability Insurance division for the 100+-year-old insurance firm. At that time Thorp & Trainer was primarily focused on home, auto and business insurance. Now, as a full time Division Administrator, she is responsible for promoting the insurance solution product line, further branding the agency, and being a resource to the community for education in insurance planning. Theresa graduated from East Carolina University Business school in 2003 with a double major, and is enrolled in The American College pursuing her Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered Advisor for Senior Living (CASL) professional designations. She is also a published contributor for a finance column in Grace Magazine.

Community
Theresa has extensive community involvement including Chariho Rotary, where she works every fundraiser, secures sponsors for events, and chairs the advertising, promotion, and decorating of their Back to the ‘70s event. She exemplifies the Rotarian motto of “Service above Self.” She chaired the Downtown Business Association Westerly Woodstock fundraiser, single handedly raising $5,000. She’s served as Downtown Business Association Vice President in 2009, Chair of Committee for Wayfinding Signs, Committee Member for Treasure Chest Raffle, Committee Chair of the Chamber’s SEO project. She currently serves on committees for Wood River Health Services and on the Board of Directors of the Greater Westerly-Pawcatuck Area Chamber of Commerce. She developed an annual community Shred Day collecting donations for Stand up For Animals and The Johnnycake Center.