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@aspiriant.com
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2 phones found area 310
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LinkedIn matched
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Risa (Clarissa) Dimacali is listed as CFP®, MBA. Helping smart people be smarter about money. at University of California Office of the President, a company with 10 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 310, and a matched LinkedIn profile for Risa (Clarissa) Dimacali.
Risa (Clarissa) Dimacali previously worked as Retirement Counselor at University Of California Office Of The President and CERTIFIED FINANCIAL PLANNER(TM) at Arise Financial (Self-Employed). Risa (Clarissa) Dimacali holds Mba from University Of Virginia Darden School Of Business.
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AeroLeads found 2 current-domain work email signals for Risa (Clarissa) Dimacali. Compare company email patterns before reaching out.
Financial services, retirement planning, wealth management and marketing professional. Certified Financial Planner™. Passionate marketer and communicator. My "sweet spot" is contributing to and learning from a client-first organization that values comprehensive financial planning, helps clients optimize wealth to meet personal goals, and encourages giving back to the community. I'm proud to have joined the University of California Office of the President as Retirement Counselor serving across UC campuses, medical centers and research labs.
Listed skills include E Commerce, Email Marketing, Digital Marketing, Strategy, and 32 others.
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A career timeline built from the work history available for this profile.
Oakland, CA, US
Joined the inaugural Retirement Counseling & Advisory team at University of California's Retirement Administrative Services Center. Provide retirement planning guidance to the many diverse and exceptional employees at UC's ten campuses, five medical centers and several research labs.
Financial Planning Residency, June 2022: Richard B. Wagner Scholarship RecipientI started this journey to become a comprehensive and compassionate financial planner five years ago, finishing the coursework and working at a leading wealth management firm in San Francisco (see "Aspiriant", below). Although I had to move to Japan for my husband's work in.
My financial planning skills and digital marketing experience complement each other in my position as a contributor to this dynamic startup. Clearly aims to empower people to achieve financial independence with smart tools and conflict-free advice.
Los Angeles, CA, US
San Francisco, California, US
Drove lead management program for traditional and online products, focusing on email marketing and multi-channel marketing.
San Francisco, CA, US
Led marketing programs and developed digital experiences for peer-to-peer lending industry pioneer, named by the Wall Street Journal as one of Top 50 Best Venture-Backed Companies.Directed UX roadmap and marketing communications for key content and features on www.prosper.com that increase account acquisition, and boost marketplace activity. New features.
Westlake, Texas, US
Accountable for visitor experience on www.schwab.com to acquire brokerage accounts (2005-2008) and deliver financial guidance (2008-2010). Integrated online marketing initiatives across channels including sales, publications, advertising and public relations.Developed digital experience and online marketing plan for Investors Nearing Retirement.Explored.
US
Joined as the 2nd person on the Internet Marketing team. Accountable for marketing strategy to acquire new deposits online.Led development of new programs: email marketing, search engine marketing, online acquisition. Collaborate with creative agency, product development, technology, customer service and retail branches to execute integrated marketing.
Market Analyst - Carana Corporation / USAIDIn-country assignments. Analyzed opportunities for U.S. Agency for International Development to provide financial support in creating national strategy for the information technology and telecommunication sectors in Bangladesh and Jamaica. Researched country competitive positioning of the Philippines in IT-enabled.
Mountain View, California, US
Quicken OnlineDeveloped enhanced online transaction features with product marketing team, including bill pay for brokerage accounts. Conducted competitive analysis of web-based financial information aggregators for use in strategic plan.
Successfully migrated 12-year old company online; accountable for new membership acquisition. Developed and launched foundational online features – content, commerce and community – for carclub.com and co-branded partnership sites. Increased customers through strategic partnerships including major banks and the best brands in the automotive industry, e.g..
Other employees you can reach at ucla.edu. View company contacts for 10 employees →
Debra Stevens
Colleague at University Of California Office Of The PresidentLaguna Niguel, California, United States, United States
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NJ
Nicole Jenkins
Colleague at University Of California Office Of The PresidentStockton, California, United States, United States
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Robert (Bob) G. Elia Jr., (Pmp®, Itil®)
Colleague at University Of California Office Of The PresidentBelmont, California, United States, United States
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Deirdre Stretton
Colleague at University Of California Office Of The PresidentOakland, California, United States, United States
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Tacara N.
Colleague at University Of California Office Of The PresidentSan Jacinto, California, United States, United States
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Nick Saechow
Colleague at University Of California Office Of The PresidentDavis, California, United States, United States
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JB
Judi Baker
Colleague at University Of California Office Of The PresidentSan Francisco Bay Area, United States, United States
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RK
Ryan King
Colleague at University Of California Office Of The PresidentSan Francisco, California, United States, United States
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ZF
Zachary Fishler
Colleague at University Of California Office Of The PresidentCampbell, California, United States, United States
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Paul Schafheitle, Mba
Colleague at University Of California Office Of The PresidentLos Angeles Metropolitan Area, United States, United States
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Quick answers generated from the profile data available on this page.
Risa (Clarissa) Dimacali works for University of California Office of the President.
Risa (Clarissa) Dimacali is listed as CFP®, MBA. Helping smart people be smarter about money. at University of California Office of the President.
AeroLeads has found 2 work email signals at @aspiriant.com for Risa (Clarissa) Dimacali at University of California Office of the President.
AeroLeads has found 2 phone signal(s) with area code 310 for Risa (Clarissa) Dimacali at University of California Office of the President.
Risa (Clarissa) Dimacali is based in San Francisco, California, United States while working with University of California Office of the President.
Risa (Clarissa) Dimacali has worked for University Of California Office Of The President, Arise Financial (Self-Employed), Clearly, Aspiriant, and Wells Fargo.
Risa (Clarissa) Dimacali's colleagues at University of California Office of the President include Debra Stevens, Nicole Jenkins, Robert (Bob) G. Elia Jr., (Pmp®, Itil®), Deirdre Stretton, and Tacara N..
You can use AeroLeads to view verified contact signals for Risa (Clarissa) Dimacali at University of California Office of the President, including work email, phone, and LinkedIn data when available.
Risa (Clarissa) Dimacali holds Mba from University Of Virginia Darden School Of Business.
Risa (Clarissa) Dimacali is listed with skills including E Commerce, Email Marketing, Digital Marketing, Strategy, Strategic Partnerships, Web Analytics, Start Ups, and Online Advertising.
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