Bonnie Scalfaro in

Bonnie Scalfaro

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Client Relationship Manager PCS Retirement at PCS Retirement
📍 Margate City, New Jersey, United States

Bonnie Scalfaro is an experienced Client Relationship Manager at PCS Retirement, where she manages a significant portfolio of company-sponsored retirement plans. Her background is unique, holding FINRA Series 6 & 63 licenses and previously working as a Certified Respiratory Therapist. She is a graduate of Gwynedd Mercy University and has also studied at Philadelphia University.

Bonnie has a profound personal commitment to community and healthcare support. She co-founded and operated Faith & Hope Boutique, a specialty shop that catered to the needs of women undergoing cancer diagnosis and treatment, building partnerships with prominent Pennsylvania hospitals to serve their patients.

Unique fact: Drawing from personal family experience, Bonnie co-owned a boutique that provided specialized post-surgical products and support for women with breast cancer.

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Experience
29 Years
Current Role
Client Relationship Manager PCS Retirement
Job Level
Middle
Location
Margate City, New Jersey, United States
Personality Overview

How Bonnie shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Bonnie cares about

Client Relationship Management
Her career is centered on managing client relationships, previously handling over 1,100 clients and a $200M+ book of business at Lincoln Investment.
Retirement Plan Services
In her current role, she partners with financial advisors and TPAs to service over 210 company-sponsored retirement plans.
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Career

Work history

4-2022
Client Relationship Manager PCS Retirement
PCS Retirement
2017 - 4-2022
Client Relationship Manager - Office Manager & Administration
Lincoln Investment
2007 - 2016
President, Owner
Faith & Hope Boutique, LLC
2005 - 2017
Certified Respiratory Therapist / Electroencephalograph (EEG) Technician
Aria - Jefferson Health
2001 - 2005
Certified Respiratory Therapist
Aria - Jefferson Health
In the press

Media appearances

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Education
2001 - 2003
Associate's Degree
Gwynedd Mercy University
1990 - 1992
Educational Psychology
Philadelphia University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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