Warm Connections

Lead Intelligence Report

April 01, 2026 — Chris Vassallo Network Analysis
CV

Chris Vassallo

Center of Influence

14
Prospects
4
High Priority
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4
High Priority
10
Medium Priority
6
Client Prospects
24
Referral Partners
Prospects
1

Maria Baseggio 🔗 LinkedIn Referral Partner

Certified EOS® Implementer; Founder, President, SAGE Insights LLC ♦ Helping Entrepreneurs Get What They Want From Their Business
75.0
Score
ICP 90.0
Warmth 50.0
Authority 85.0
Activity 60.0
Strategic 80.0

Why

Maria Baseggio is a senior B2B leader (Founder, President, Certified EOS Implementer) who works closely with entrepreneurs and business owners, making her an excellent strategic referral partner. There is moderate engagement evidence from Chris Vassallo, indicating a warm but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with Maria's content via inbound reactions (likes), but there are no comments or reposts, suggesting moderate but not highly personal interaction.

Next Move: Ask Chris Vassallo for a warm introduction to Maria, positioning it as a mutually beneficial networking opportunity to explore potential referral synergies between RTD and SAGE Insights.
Request Intro
2

Terriann Procida 🔗 LinkedIn Client

CEO, Innovative Benefit Planning, LLC
72.5
Score
ICP 95.0
Warmth 45.0
Authority 85.0
Activity 40.0
Strategic 70.0

Why

Terriann Procida is a CEO at a B2B benefits firm, fitting the ICP for a high-level client opportunity. There is moderate engagement from Chris Vassallo (inbound reactions), indicating some familiarity but not a strong personal connection.

Engagement Evidence

Chris Vassallo has engaged with Terriann's content via inbound reactions (likes), but there is no evidence of comments or reposts, indicating a moderate but not highly personal connection.

Next Move: Ask Chris Vassallo if he feels comfortable making an introduction to Terriann, referencing their past engagement and her leadership role. Suggest a value-driven reason for the intro.
Request Intro
3

Tracy Russo-Keesey 🔗 LinkedIn Client

President at HTA
70.8
Score
ICP 90.0
Warmth 45.0
Authority 85.0
Activity 40.0
Strategic 70.0

Why

Tracy Russo-Keesey is a President at HTA, making her a strong ICP fit with high authority and potential buying power. Chris Vassallo has engaged with Tracy's content via inbound reactions, indicating a moderate but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with Tracy's LinkedIn posts through reactions (likes), but there is no evidence of comments or personal interaction.

Next Move: Ask Chris Vassallo if he is comfortable making a warm introduction to Tracy, referencing his recent engagement with her content as context.
Request Intro
4

Kevin Cremi, IACCP® 🔗 LinkedIn Referral Partner

Chief Compliance Officer/Chief Operating Officer at RTD Financial
70.0
Score
ICP 85.0
Warmth 55.0
Authority 80.0
Activity 30.0
Strategic 75.0

Why

Kevin Cremi is a senior executive (COO/CCO) at RTD Financial, a strong ICP fit for B2B partnerships or referrals, and Chris Vassallo has demonstrated moderate engagement, suggesting a real, working relationship.

Engagement Evidence

Chris Vassallo has engaged with Kevin Cremi's content at least 4 times, primarily via reactions (likes), but no personal comments or reposts are recorded; this indicates moderate familiarity but not a close personal connection.

Next Move: Ask Chris Vassallo for a warm introduction to Kevin Cremi, positioning it as a peer-to-peer conversation about potential partnership or mutual client opportunities.
Request Intro
5

Kathleen Bretzel 🔗 LinkedIn Referral Partner

Director of Strategic Relations at HTA Insurance Services
68.0
Score
ICP 85.0
Warmth 45.0
Authority 80.0
Activity 40.0
Strategic 70.0

Why

Kathleen Bretzel is a senior leader (Director of Strategic Relations) at HTA Insurance Services, making her a strong ICP and authority fit for B2B partnership or referral opportunities. There is moderate evidence of engagement from Chris Vassallo (inbound reactions), but no strong personal interaction captured.

Engagement Evidence

Chris Vassallo has engaged with Kathleen's LinkedIn content via reactions (likes), but there are no comments or reposts, indicating moderate but not highly personal interaction.

Next Move: Ask Chris Vassallo for a warm introduction to Kathleen, positioning it as a potential mutually beneficial referral partnership discussion.
Request Intro
6

Jewell Ward 🔗 LinkedIn Referral Partner

Regional Director at Dimensional Fund Advisors
67.0
Score
ICP 85.0
Warmth 45.0
Authority 80.0
Activity 30.0
Strategic 70.0

Why

Jewell Ward is a senior leader at Dimensional Fund Advisors, making them a strong strategic fit as a potential referral partner for RTD. There is moderate engagement evidence from Chris Vassallo, indicating a warm but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with Jewell Ward's content with a total engagement score of 3, consisting of inbound reactions but no comments or reposts. This suggests some awareness and a moderately warm connection, but not a close personal relationship.

Next Move: Ask Chris Vassallo for a warm introduction to Jewell Ward, positioning it as a potential partnership conversation given their seniority and alignment in the financial services space.
Request Intro
7

Sean Rice, CTFA 🔗 LinkedIn Referral Partner

Sr. Vice President and Trust Officer at Garden State Trust Company
66.2
Score
ICP 80.0
Warmth 45.0
Authority 85.0
Activity 30.0
Strategic 70.0

Why

Sean Rice is a senior leader at a trust company, making him a strong fit as a potential referral partner for wealth management or financial services. There is moderate engagement evidence from Chris Vassallo, indicating a real but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with Sean Rice's content via inbound reactions (likes), but there is no evidence of personal comments or direct conversation.

Next Move: Ask Chris Vassallo for a warm introduction to Sean Rice, positioning it as a mutually beneficial networking conversation to explore referral opportunities.
Request Intro
8

RTD Financial 🔗 LinkedIn Referral Partner

1,604 followers
63.2
Score
ICP 70.0
Warmth 45.0
Authority 75.0
Activity 60.0
Strategic 65.0

Why

RTD Financial is led by a senior executive with a strong client development focus and a clear interest in expanding partnerships, making them a solid referral partner opportunity. Chris Vassallo has a moderate relationship and regular engagement with RTD's content, indicating some warmth but not a deep personal connection.

Engagement Evidence

Chris Vassallo has engaged multiple times with RTD Financial's posts (likes and reposts), but has not left any comments or shown highly personal interaction. Engagement is regular but not deeply personal.

Next Move: Ask Chris Vassallo for a warm introduction to RTD Financial, positioning it as a potential mutually beneficial partnership given their interest in working with employers and nonprofits.
Request Intro
9

Brent Zackon, CFP® 🔗 LinkedIn Referral Partner

Shareholder / Director of Financial Planning Standards / Senior Financial Planner at RTD Financial
63.2
Score
ICP 70.0
Warmth 55.0
Authority 75.0
Activity 30.0
Strategic 70.0

Why

Brent Zackon is a senior leader and shareholder at RTD Financial, making him a strong potential referral partner with relevant authority and alignment to your ICP. Chris Vassallo has engaged with Brent's content, indicating a moderate relationship that could support a warm introduction.

Engagement Evidence

Chris Vassallo has engaged with Brent's posts (inbound reactions, total engagement score 6), but there is no evidence of personal comments or direct conversation, indicating moderate warmth but not a close relationship.

Next Move: Ask Chris Vassallo if he would be comfortable making a warm introduction to Brent Zackon, emphasizing the mutual benefit of connecting as potential referral partners in the financial advisory space.
Request Intro
10

Kimberly Dula 🔗 LinkedIn Referral Partner

Former Tax Partner - Marcum LLP
61.5
Score
ICP 65.0
Warmth 55.0
Authority 80.0
Activity 30.0
Strategic 60.0

Why

Kimberly Dula is a former tax partner at a major firm, indicating strong seniority and potential influence with business clients. Chris Vassallo has engaged with her content multiple times, suggesting a moderately warm connection suitable for a referral introduction.

Engagement Evidence

Chris Vassallo has engaged with Kimberly's LinkedIn posts at least three times, including two comments and one other interaction, but there is no evidence of highly personal or real-world relationship language.

Next Move: Ask Chris Vassallo if he would be comfortable making a warm introduction to Kimberly, positioning it as a potential mutually beneficial referral relationship.
Request Intro
11

Cindy Rosen Axelrod, CFA 🔗 LinkedIn Referral Partner

Associate Professor, Director of Financial Planning & The Owl Fund, Director of Employer Outreach, Fox School of Business
59.2
Score
ICP 60.0
Warmth 45.0
Authority 75.0
Activity 50.0
Strategic 70.0

Why

Cindy Rosen Axelrod is a senior academic leader with strong employer outreach responsibilities and industry connections, making her a valuable potential referral partner for B2B financial services. Chris Vassallo has engaged with her content, but only at a basic level (inbound reaction), indicating a moderate but not strong relationship.

Engagement Evidence

Chris Vassallo has reacted to Cindy's content, but there are no comments or reposts; engagement is limited to likes or similar low-effort interactions.

Next Move: Ask Chris Vassallo for a warm introduction to Cindy, positioning it as a networking conversation to explore mutually beneficial referral opportunities between RTD and Fox School of Business employer networks.
Request Intro
12

Evan Polin 🔗 LinkedIn Referral Partner

Business Development/Sales Coach helping professionals grow their business
58.8
Score
ICP 70.0
Warmth 45.0
Authority 65.0
Activity 40.0
Strategic 60.0

Why

Evan Polin is a business development/sales coach, which aligns well as a potential referral partner for Chris Vassallo and RTD, given their focus on client development and expanding reach. There is moderate engagement evidence (inbound reactions) indicating some familiarity, but not a strong personal connection.

Engagement Evidence

Chris Vassallo has engaged with Evan Polin's content via inbound reactions (likes), but there are no comments or reposts, indicating moderate but not highly personal interaction.

Next Move: Ask Chris Vassallo if he is comfortable making a warm introduction to Evan Polin for a potential referral partnership conversation, highlighting mutual interest in business growth and client development.
Request Intro
13

William G. Love, CFP, RICP 🔗 LinkedIn Referral Partner

Expert in Retirement Planning
58.5
Score
ICP 60.0
Warmth 50.0
Authority 75.0
Activity 30.0
Strategic 70.0

Why

William G. Love, CFP, RICP is a senior-level retirement planning expert who aligns well as a potential referral partner for RTD, given his professional focus and credentials. There is moderate engagement evidence from Chris Vassallo, indicating a real but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with William's content at least 2 times (likes/reactions), but there are no comments or reposts, indicating moderate familiarity but not a strong personal relationship.

Next Move: Ask Chris Vassallo for a warm introduction to William, positioning it as a mutually beneficial networking/referral conversation between two senior advisors.
Request Intro
14

Joseph Dula 🔗 LinkedIn Client

SmartCare Services and Preventative Maintenance Manager at Veritas Medical Solutions, LLC - Global Provider of Radiation Shielding Solutions
56.5
Score
ICP 65.0
Warmth 55.0
Authority 60.0
Activity 30.0
Strategic 50.0

Why

Joseph Dula is a mid-senior manager at a specialized B2B company, with moderate buying authority and some alignment with ICP. There is evidence of inbound engagement from Chris Vassallo, indicating a warm but not strong connection.

Engagement Evidence

Chris Vassallo has engaged with Joseph Dula's content through inbound reactions (likes), with a total engagement score of 7, but no comments or reposts captured.

Next Move: Ask Chris Vassallo for a warm introduction to Joseph Dula, referencing their recent engagement and highlighting mutual business interests.
Request Intro