Theodore Cavaliere Management at Gilman & Ciocia

Theodore Cavaliere, an experienced business and finance professional, spent years working as a Branch Manager for Gilman & Ciocia, a company that assists middle and upper-middle class income taxpayers with tax preparation and financial planning. Gilman & Ciocia formed in 1981 and has since grown into a very well-respected company; Gilman & Ciocia is consistently rated among the top 35 accounting firms in the “Top 100 Firms” list of Accounting Today.

Theodore Cavaliere describes being drawn to work at Gilman & Ciocia because of its reputation as a client-oriented business that focuses on truly meeting the needs of their customers. As a finance professional with a sales background, Theodore Cavaliere recognizes the importance of centering client needs in any business model. Gilman & Ciocia’s emphasis on combining “hometown integrity” with the resources of a major financial firm is just one example of this client-oriented business model.

Theodore Cavaliere feels this focus is important in a world where financial literacy is becoming increasingly important and necessary in ordinary peoples’ lives, due to the need to navigate complex mortgages, loans, investments, taxes, and other financial products or investments – while the world of finance is always becoming ever-more complex and challenging to navigate. Theodore Cavaliere hopes to use his finance expertise and knowledge to help bridge this gap between average peoples’ needs and the demands of complex finance issues, and he sees his role in businesses like Gilman & Ciocia as helping to accomplish these goals.

As Branch Manager, Theodore Cavaliere also had the opportunity to greatly develop his management skills in this position. He describes his great appreciation for the work culture at Gilman & Ciocia, and his supervisors and employees both being “excellent professionals with great knowledge and a strong work ethic.” Theodore Cavaliere hopes to continue developing his management experience in future positions.