Anastasiya Pasc
Happy Valley,OR
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
Work History
WEALTH MANAGEMENT PLANNING CONSULTANT
FIDELITY INVESTMENTS
08.2021 - Current
- Planning with second and third generation clients
- White glove service
- Pre and post appointment planning
- Event planning and execution
PLANNING CONSULTANT
FIDELITY INVESTMENTS
01.2020 - 08.2021
- Built book of business with existing Tier M clients
- Prepared clients for upcoming planning and present appointments
- Uncovered client needs and closed business where beneficial
RELATIONSHIP MANAGER
FIDELITY INVESTMENTS
01.2018 - 01.2020
- Prospecting
- Scheduling and triaging client needs
- Servicing client needs
FINANCIAL REPRESENTATIVE
FIDELITY INVESTMENTS
01.2015 - 01.2018
- Educated clients on our website, products and services
- Trained new hires
- Uncovered planning opportunities
- Facilitated introductions to advisors
FINANCIAL ADVISOR
PACIFIC CAPITAL RESOURCE GROUP
01.2014 - 01.2015
- Networking and building book of business
Banker
WELLS FARGO BANK
01.2010 - 01.2014
Education
Bachelor of Arts - Finance
Portland State University
Skills
Planning Strategies
Client Connection
Organization
Languages
Russian
Native or Bilingual
Timeline
WEALTH MANAGEMENT PLANNING CONSULTANT
FIDELITY INVESTMENTS
08.2021 - Current
PLANNING CONSULTANT
FIDELITY INVESTMENTS
01.2020 - 08.2021
RELATIONSHIP MANAGER
FIDELITY INVESTMENTS
01.2018 - 01.2020
FINANCIAL REPRESENTATIVE
FIDELITY INVESTMENTS
01.2015 - 01.2018
FINANCIAL ADVISOR
PACIFIC CAPITAL RESOURCE GROUP
01.2014 - 01.2015
Banker
WELLS FARGO BANK
01.2010 - 01.2014
Bachelor of Arts - Finance
Portland State University