Alyssa Tacconelli
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Alyssa Tacconelli Email & Phone Number

Wealth Management Associate at Kovitz
Location: Ladera Ranch, California, United States 6 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Associate
Location
Ladera Ranch, California, United States
Company size

Who is Alyssa Tacconelli? Overview

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Quick answer

Alyssa Tacconelli is listed as Wealth Management Associate at Kovitz, a company with 80 employees, based in Ladera Ranch, California, United States. AeroLeads shows a matched LinkedIn profile for Alyssa Tacconelli.

Alyssa Tacconelli previously worked as Branch Office Administrator at Edward Jones and Social Media Manager at Magique Beauty. Alyssa Tacconelli holds Bachelor Of Business Administration - Bba, Finance from San Diego State University.

Company email context

Email format at Kovitz

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Kovitz

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Profile bio

About Alyssa Tacconelli

Alyssa Tacconelli is a Wealth Management Associate at Kovitz.

Current workplace

Alyssa Tacconelli's current company

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Kovitz
Kovitz
Wealth Management Associate
chicago, illinois, united states
Website
Employees
80
AeroLeads page
6 roles

Alyssa Tacconelli work experience

A career timeline built from the work history available for this profile.

Wealth Management Associate

Current
Jul 2024 - Present

Branch Office Administrator

  • Utilize exceptional interpersonal skills to address client concerns and needs, resulting in increased client satisfaction scores and a boost in referral opportunities.
  • Act as a vital liaison between financial advisors and clients, ensuring seamless communication and alignment of client objectives with the firm's offerings.
  • Proactively manage existing client relationships by maintaining a well-structured schedule of outreach calls, promptly following up on discussions, and delivering on commitments.
  • Strategically schedule and conduct team meetings to ensure the team's adherence to the business plan and active engagement in goal-oriented activities.
Jun 2022 - Jul 2024

Social Media Manager

Magique Beauty

Orange County, California, United States

  • Conducted in-depth research to drive successful SEO strategies, resulting in enhanced content visibility, optimized keywords, and improved brand positioning across the entire product line.
  • Orchestrated and meticulously managed the editorial calendar for Magique's various social media platforms, including Facebook, Instagram, and company blogs, effectively reaching and resonating with the target.
  • Collaborated closely with influencers and skilled copywriters to curate captivating social media content, ensuring a cohesive representation of the product line's messaging, tone, and value proposition.
  • Skillfully crafted engaging captions and text to complement photos, videos, and graphics, both for online and print mediums, leading to heightened audience engagement and interaction.
Jun 2018 - May 2022

Shoe Salesperson

Mission Viejo, California, United States

  • Employed effective verbal communication techniques to ensure every customer enjoyed a positive shopping experience, resulting in increased customer satisfaction and repeat business.
  • Established efficient teamwork strategies that streamlined operations and enhanced service delivery, contributing to a seamless shopping environment.
  • Acquired valuable sales expertise while consistently delivering excellent customer service. Leveraged this skillset to provide tailored solutions that met customer needs, fostering strong client relationships.
Dec 2021 - Jan 2022

Intern

Precept Environmental

Lake Forest, California, United States

  • Collected water samples from hospitals to effectively manage the potential risks associated with airborne and waterborne pathogens.
  • Expertly inputted data into Excel, facilitating the creation of comprehensive client reports, detailed analysis, and informed recommendations.
  • Collaborated closely with fellow team members, actively participating in their sanitation projects while also gaining proficiency in proper sampling and cleaning techniques for pipes, cooling towers, and storage tanks.
  • Demonstrated a strong commitment to upholding the highest standards of environmental health and safety throughout all aspects of the role.
Jan 2020 - Aug 2021

Shift Manager

Rolloritto Sushi Restaurant

Mission Viejo, California, United States

  • Demonstrated excellent customer service skills by assisting customers with their orders and addressing their inquiries.
  • Successfully promoted customer loyalty by encouraging participation in reward programs, resulting in increased customer satisfaction and repeat business.
  • Collaborated with team members to create a positive work environment, fostering a strong sense of customer engagement.
  • Received positive feedback from customers for providing exceptional service and enhancing their overall experience.
Jun 2017 - Sep 2017
Team & coworkers

Colleagues at Kovitz

Other employees you can reach at kovitz.com. View company contacts for 80 employees →

2 education records

Alyssa Tacconelli education

Diploma, Graduated

Activities and Societies: GPA 4.2, Honors: Valedictorian, Cross Country, Track and Field, National Honors SocietyAt San Juan Hills High.

FAQ

Frequently asked questions about Alyssa Tacconelli

Quick answers generated from the profile data available on this page.

What company does Alyssa Tacconelli work for?

Alyssa Tacconelli works for Kovitz.

What is Alyssa Tacconelli's role at Kovitz?

Alyssa Tacconelli is listed as Wealth Management Associate at Kovitz.

Where is Alyssa Tacconelli based?

Alyssa Tacconelli is based in Ladera Ranch, California, United States while working with Kovitz.

What companies has Alyssa Tacconelli worked for?

Alyssa Tacconelli has worked for Kovitz, Edward Jones, Magique Beauty, Nordstrom, and Precept Environmental.

Who are Alyssa Tacconelli's colleagues at Kovitz?

Alyssa Tacconelli's colleagues at Kovitz include Jason Petitte, Phil Edwards, Jason R. Clark, Cfa, Lance Sherry, Jd, Cfp®, and Michaelene Watson.

How can I contact Alyssa Tacconelli?

You can use AeroLeads to view verified contact signals for Alyssa Tacconelli at Kovitz, including work email, phone, and LinkedIn data when available.

What schools did Alyssa Tacconelli attend?

Alyssa Tacconelli holds Bachelor Of Business Administration - Bba, Finance from San Diego State University.

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