Vedran Huzbasic Email & Phone Number
Who is Vedran Huzbasic? Overview
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Vedran Huzbasic is listed as Onboarding Specialist at Altruist, a company with 796 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Vedran Huzbasic.
Vedran Huzbasic previously worked as Advisor Support Team at Altruist and Sr. Client Engagement Expert at Aspiration. Vedran Huzbasic holds Bachelor Of Science - Bs, Business Administration And Management, General, Magna Cum Laude from Bethel University.
Email format at Altruist
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About Vedran Huzbasic
As a passionate and dedicated financial professional of 12+ years, I bring a wealth of expertise in retail and business banking, business development, and FinTech client engagement. Throughout my career, I have consistently built lasting relationships and delivered exceptional client service, resulting in a proven track record of success. With a strong knowledge of stock markets and proficiency in multiple languages, I am well-equipped to navigate the complexities of the financial industry. My educational background includes a Bachelor of Science in Business Administration from Bethel University, where I graduated with honors Magna Cum Laude, maintaining a GPA of 3.8. Additionally, I hold certifications such as the FINRA Series 6 and Series 63. In my most recent FinTech role as a Senior Client Engagement Expert at Aspiration, and previously as a Premier Banker/Brokerage Associate at Wells Fargo Bank, I have honed my skills in relationship building, communication, business development, and customer satisfaction. Proficient in Microsoft Office and fluent in English, Bosnian, Serbian, and Croatian, I am confident in my ability to excel in any professional setting.
Listed skills include Finance, Customer Service, Sales, Banking, and 8 others.
Vedran Huzbasic's current company
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Vedran Huzbasic work experience
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Advisor Support Team
CurrentAltruist mission is to make financial advice accessible to everyone, no matter their wealth or background and we provide financial services and technology to independent financial advisors. We have an amazing digital platform that makes it super easy for advisors to manage their clients' investments efficiently. It's all about using technology to.
Sr. Client Engagement Expert
Promote Aspiration’s products by providing expert knowledge to educate users on the financial industry. Build and develop new relationships by educating customers and prospects about banking products and services. Work closely with the marketing team, providing direct support on multi-channel marketing activities, lead conversion and provide support to.
Premier Banker / Brokerage Associate
Engaging with Financial Advisors to help and deliver the best possible solutions for high net clients. Managing customer portfolio, services relationships and cross-sells all products and services. Assessing the client’s needs and recommending investments, retirement, and Wells Trade solutions. Trusted professional to our affluent, high net worth clients.
Personal Banker 2
Developing and maintaining strong partnership with Wells Fargo specialized team members to handle private clients complex lending and business operational needs. Building strong relationships with customers to identify new opportunities. Deepen current relationships in order to increase customer base and profitability. Consistently recognized by management.
Personal Banker 1
Selling retail banking and business products and services to customers and prospects. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities. Mentoring and peer-coaching other team members. Efficiently solving clientele concerns and issues.
Marketing Associate
Worked in business development and direct marketing. Helped develop various sales and marketing strategies. Identified leads and prospects, regularly meeting and exceeding sales goals. Trained multiple new hires. Interacted with customers on a daily basis to ensure client satisfaction. Attended multiple professional development seminars across the US and.
Research Analyst
Community policing activities – support in implementation of projects related to community development and citizens’ participation. Researched and prepared background information on response to particular queries from Community Development Manager and Participation Advisor (Supervisors). Reviewed, analyzed and summarized documents. Assisted Supervisors in.
Colleagues at Altruist
Other employees you can reach at altruist.com. View company contacts for 796 employees →
Erik R. Buckman
Colleague at AltruistAssumption, Illinois, United States, United States
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WC
Weston Coy, Aams®
Colleague at AltruistDaytona Beach, Florida, United States, United States
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LT
Lobhas Tondwalkar
Colleague at AltruistMumbai, Maharashtra, India, India
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JF
Jaimi Farish
Colleague at AltruistRockwall, Texas, United States, United States
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SC
Sakshi Chikane
Colleague at AltruistNavi Mumbai, Maharashtra, India, India
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SK
Soham Khandare
Colleague at AltruistPune, Maharashtra, India, India
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BW
Brandon W.
Colleague at AltruistArlington, Texas, United States, United States
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BK
Bethany K. Allen
Colleague at AltruistAlbany, New York Metropolitan Area, United States
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AJ
Ajaa Jackson
Colleague at AltruistLos Angeles Metropolitan Area, United States
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CC
Christin Clark
Colleague at AltruistDallas, Texas, United States, United States
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Vedran Huzbasic education
Frequently asked questions about Vedran Huzbasic
Quick answers generated from the profile data available on this page.
What company does Vedran Huzbasic work for?
Vedran Huzbasic works for Altruist.
What is Vedran Huzbasic's role at Altruist?
Vedran Huzbasic is listed as Onboarding Specialist at Altruist.
Where is Vedran Huzbasic based?
Vedran Huzbasic is based in Los Angeles Metropolitan Area, United States, United States while working with Altruist.
What companies has Vedran Huzbasic worked for?
Vedran Huzbasic has worked for Altruist, Aspiration, Wells Fargo Advisors, Wells Fargo, and Pro Source Services.
Who are Vedran Huzbasic's colleagues at Altruist?
Vedran Huzbasic's colleagues at Altruist include Erik R. Buckman, Weston Coy, Aams®, Lobhas Tondwalkar, Jaimi Farish, and Sakshi Chikane.
How can I contact Vedran Huzbasic?
You can use AeroLeads to view verified contact signals for Vedran Huzbasic at Altruist, including work email, phone, and LinkedIn data when available.
What schools did Vedran Huzbasic attend?
Vedran Huzbasic holds Bachelor Of Science - Bs, Business Administration And Management, General, Magna Cum Laude from Bethel University.
What skills is Vedran Huzbasic known for?
Vedran Huzbasic is listed with skills including Finance, Customer Service, Sales, Banking, Financial Analysis, Loans, Financial Services, and Finra Series 6.
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