Vedran Huzbasic
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Vedran Huzbasic Email & Phone Number

Onboarding Specialist at Altruist
Location: Los Angeles Metropolitan Area, United States, United States 8 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Role
Onboarding Specialist
Location
Los Angeles Metropolitan Area, United States, United States
Company size

Who is Vedran Huzbasic? Overview

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Quick answer

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.

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Altruist

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Profile bio

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.

Current workplace

Vedran Huzbasic's current company

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Altruist
Altruist
Onboarding Specialist
Los Angeles, CA, US
Website
Employees
796
AeroLeads page
8 roles

Vedran Huzbasic work experience

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

Onboarding Specialist

Los Angeles, CA, US

Advisor Support Team

Current

Culver City, California, United States

Altruist 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.

Jan 2024 - Present

Sr. Client Engagement Expert

Greater Los Angeles Area

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.

Nov 2018 - Sep 2023

Premier Banker / Brokerage Associate

Greater Los Angeles Area

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.

Jan 2017 - May 2018

Personal Banker 2

Santa Monica, CA

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.

Aug 2015 - Dec 2016

Personal Banker 1

Santa Clarita, CA

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.

Mar 2011 - Aug 2015

Marketing Associate

Pro Source Services

Tampa/St. Petersburg, Florida Area

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.

Jul 2009 - Nov 2010

Research Analyst

Bosnia And Herzegovina

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.

May 2008 - Mar 2009
Team & coworkers

Colleagues at Altruist

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1 education record

Vedran Huzbasic education

FAQ

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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