Warm Connections

Lead Intelligence Report

April 21, 2026 — Chris Vassallo Network Analysis
CV

Chris Vassallo

Vice President of Client Development & Senior Wealth Advisor at RTD Financial

10
Prospects
7
High Priority
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7
High Priority
3
Medium Priority
3
Client Prospects
7
Referral Partners
Prospects
1

Maria Baseggio 🔗 LinkedIn Referral

Certified EOS® Implementer; Founder, President, SAGE Insights LLC ♦ Helping Entrepreneurs Get What They Want From Their Business
75.0
Score
ICP 90
Warmth 50
Authority 85
Activity 60
Strategic 80

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.
2

Maureen Coyle, M.Ed. Referral

Senior Director of Membership and Corporate Partnership Manager
73.0
Score
ICP 85
Warmth 55
Authority 80
Activity 60
Strategic 75

Why

Maureen Coyle is a senior leader managing membership and corporate partnerships, making her a strong fit for B2B outreach and potential long-term referral relationship. Chris Vassallo has engaged with her posts multiple times, indicating a moderate real-world connection.

Engagement Evidence

Chris Vassallo has engaged with Maureen's LinkedIn content at least four times, including two comments (no personal language captured) and two other interactions, suggesting a moderate but not highly personal relationship.

Next Move: Ask Chris Vassallo for a warm introduction to Maureen, positioning it as a value-driven conversation about partnership opportunities between RTD and her organization.
3

Terriann Procida 🔗 LinkedIn Client

CEO, Innovative Benefit Planning, LLC
72.5
Score
ICP 95
Warmth 45
Authority 85
Activity 40
Strategic 70

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.
4

Sean Rice, CFP®, CTFA Referral

Sr. Vice President and Trust Officer at Garden State Trust Company
71.2
Score
ICP 85
Warmth 60
Authority 80
Activity 30
Strategic 75

Why

Sean Rice is a senior leader at a trust company, highly aligned with ICP for referral partnerships in financial services. There is moderate engagement evidence from Chris Vassallo, indicating some relationship warmth but not deep personal connection.

Engagement Evidence

Chris Vassallo has engaged with Sean Rice's LinkedIn content with a total engagement score of 4, indicating at least some interaction (likely likes or reactions), but no comments or reposts captured, suggesting a moderate but not strong relationship.

Next Move: Ask Chris Vassallo for a warm introduction to Sean Rice, positioning it as a peer-to-peer conversation about potential collaboration or mutual referrals between RTD and Garden State Trust Company.
5

Kevin Cremi, IACCP® Client

Chief Compliance Officer/Chief Operating Officer & Shareholder at RTD Financial
71.0
Score
ICP 85
Warmth 55
Authority 80
Activity 40
Strategic 75

Why

Kevin Cremi is a senior executive (COO/CCO & Shareholder) at RTD Financial, a strong ICP fit for B2B services, with a warm contact (Chris Vassallo) who has engaged multiple times, indicating a real-world relationship. This makes Kevin a promising warm introduction opportunity for client development.

Engagement Evidence

Chris Vassallo has engaged with Kevin Cremi's LinkedIn content at least 4 times, including reactions (likes), which, while not as strong as comments, still indicate ongoing awareness and a moderate relationship.

Next Move: Ask Chris Vassallo for a warm introduction to Kevin Cremi, referencing their recent LinkedIn interactions and shared commitment to client development.
6

Tracy Russo-Keesey 🔗 LinkedIn Client

President at HTA
70.8
Score
ICP 90
Warmth 45
Authority 85
Activity 40
Strategic 70

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.
7

Dana Bookbinder Referral

Attorney/Managing Member at BOOKBINDER LAW, LLC
70.5
Score
ICP 85
Warmth 55
Authority 75
Activity 40
Strategic 80

Why

Dana Bookbinder is a senior attorney and managing member, making her a strong ICP fit with high authority and potential as a long-term referral partner for wealth advisory services. Chris Vassallo has engaged multiple times with Dana's content, indicating a moderately warm relationship that could support a credible introduction.

Engagement Evidence

Chris Vassallo has engaged with Dana Bookbinder's content at least four times, including two comments or similar high-value interactions, suggesting familiarity and a moderate relationship strength.

Next Move: Ask Chris Vassallo for a warm introduction to Dana, positioning it as a mutually beneficial referral conversation between senior professionals.
8

Jewell Ward Referral

Regional Director at Dimensional Fund Advisors
69.5
Score
ICP 85
Warmth 55
Authority 80
Activity 30
Strategic 70

Why

Jewell Ward is a senior leader (Regional Director) at Dimensional Fund Advisors, a strong ICP fit for B2B partnerships or referral relationships. There is moderate engagement evidence from Chris Vassallo (multiple inbound reactions), suggesting a warm but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with Jewell Ward's LinkedIn activity with at least two inbound reactions, but there are no comments or reposts, indicating a moderate level of familiarity but not a close personal relationship.

Next Move: Ask Chris Vassallo for a warm introduction to Jewell Ward, positioning it as a mutually beneficial networking or referral partnership opportunity.
9

Evan Polin Referral

Business Development/Sales Coach helping professionals grow their business
69.2
Score
ICP 80
Warmth 55
Authority 70
Activity 60
Strategic 75

Why

Evan Polin is a business development/sales coach with leadership experience and a strong B2B focus, making him a valuable potential referral partner for Chris Vassallo. There is moderate engagement evidence (multiple inbound reactions), suggesting a warm but not highly personal connection.

Engagement Evidence

Chris Vassallo has engaged with Evan Polin's content at least 4 times, primarily through reactions (likes), but there are no captured comments or reposts, indicating moderate but not highly personal interaction.

Next Move: Ask Chris Vassallo for a warm introduction to Evan Polin, positioning it as a mutually beneficial networking/referral conversation given their shared interest in business growth.
10

Kathleen Bretzel 🔗 LinkedIn Referral

Director of Strategic Relations at HTA Insurance Services
68.0
Score
ICP 85
Warmth 45
Authority 80
Activity 40
Strategic 70

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.