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Tabitha Pantis Yazdani, Mba is listed as Client Service Specialist / Operations Manager at The KFK Group based in Irvine, California, United States. AeroLeads shows a work email signal at fmncc.com and a matched LinkedIn profile for Tabitha Pantis Yazdani, Mba.
Tabitha Pantis Yazdani, Mba previously worked as 401(k) Account Manager / Registered Representative at Financial Management Network, Inc. and Registered Client Relationship Manager at Financial Management Network, Inc.. Tabitha Pantis Yazdani, Mba holds Master Of Business Administration (Mba), Business Administration And Management, General from Cal Poly Pomona.
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A results-driven, motivated professional with more than 15 years of experience working for various financial services and wealth management institutions offering high end client service management and business/operational support. Possesses knowledge about the investment method and financial planning concepts. Acts as a liaison between portfolio management, advisors, and both internal and external constituents. Experience in managing 100+ corporate clients' 401(k) accounts. Focused on team building and providing solutions to complex problems. A creative thinker, problem solver and decision maker with an entrepreneurial spirit who effectively balances the needs of the team with the mission of the organization. Strong communication, interpersonal relations, mentoring, negotiation and organizational skills.
Listed skills include Financial Analysis, Investments, Entrepreneurship, Analysis, and 39 others.
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Mission Viejo, CA
Managed the day-to-day operation of 130+ 401(k) plans, and assisted employees with investment allocations, rollovers, distributions, and inquiries. Kept up-to-date with new laws and regulations for qualified plans, and provided investment recommendations to qualified plan participants.Assisted employees with new 401(k) account implementation and.
26041 Acero, Mission Viejo, CA 92691
Worked in partnership with several independent Certified Financial Planners/FinancialAdvisors, providing comprehensive client relationship management for corporate executives,and managed the operations of sales of all types of investments, from equity and fixed income,to insurance and annuity products.Provided client service to over 300 clients with over.
Laguna Beach, California
Financial services and management role that encompassed a range of financial services including client service, investment management, and managing the operations of the team.
Newport Beach, California
Collaborated with a team of Financial Advisors responsible for providing comprehensive wealth planning including investment management, lending services, income generation, intergenerational wealth transfer, tax strategies, and philanthropic endeavors to ultra-high-net worth investors with net worth between $5 to $250MM. Provided exceptional client service.
Naperville, IL & Irvine, CA
Provided full administrative and operational support to several Financial Advisors by servicing clients, researching problems, opening accounts, and processing account related forms.
Taught students of all ages violin and piano.
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Tabitha Pantis Yazdani, Mba is listed as Client Service Specialist / Operations Manager at The KFK Group.
AeroLeads has found 2 work email signals at @fmncc.com for Tabitha Pantis Yazdani, Mba.
Tabitha Pantis Yazdani, Mba is based in Irvine, California, United States.
Tabitha Pantis Yazdani, Mba has worked for Financial Management Network, Inc., Independent Firm, Merrill Lynch, Smith Barney, and Independent Music Teacher.
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Tabitha Pantis Yazdani, Mba holds Master Of Business Administration (Mba), Business Administration And Management, General from Cal Poly Pomona.
Tabitha Pantis Yazdani, Mba is listed with skills including Financial Analysis, Investments, Entrepreneurship, Analysis, Wealth Management, Portfolio Management, Leadership, and Market Research.
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