Veronica Toccaceli
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Veronica Toccaceli Email & Phone Number

Client Advisory Associate at Pathstone
Location: Seattle, Washington, United States 10 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Client Advisory Associate
Location
Seattle, Washington, United States
Company size

Who is Veronica Toccaceli? Overview

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Quick answer

Veronica Toccaceli is listed as Client Advisory Associate at Pathstone, a with 833 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Veronica Toccaceli.

Veronica Toccaceli previously worked as Operations Analyst at Parametric and Program Director at Kdup College Radio. Veronica Toccaceli holds Bachelor Of Business Administration - Bba, Finance, General from University Of Portland.

Company email context

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Pathstone

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Profile bio

About Veronica Toccaceli

A globally minded and determined analyst with a desire to build long-term client relationships and a genuine interest in financial markets. Excels in challenging and new environments to solve complex problems. Adaptable to people and thrives under pressure. Previous experience in working with confidential information and high level of integrity.

Current workplace

Veronica Toccaceli's current company

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Pathstone
Pathstone
Client Advisory Associate
San Francisco, CA, US
Website
Employees
833
AeroLeads page
10 roles

Veronica Toccaceli work experience

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

Client Advisory Associate

San Francisco, Ca, Us

Operations Analyst

Current

Seattle, Washington, United States

Jul 2024 - Present

Program Director

Portland, Oregon, United States

- Developed a forward-thinking re-building strategy that resulted in the full resume of operations after a hiatus. - Promoted after successful years as Physical Assistant Music Director and Promotions Director. - Pioneered the launch of new initiatives and grew the organization by reaching over 12,700 new prospects.- Assisted with team leadership and fostering a collaborative and growth-oriented environment.

Aug 2021 - Jul 2024

Assistant Music Director

Portland, Oregon, United States

- Collaborated with KDUP to organize concerts on campus. - Reviewed over 50 CDs a week to update the radio’s online archive. - Assisted other staff member in creating promotional items and establishing a strong social media presence.- Attended Treefort Music Festival ad press on behalf of KDUP in order to take pictures and lead interviews with performers.

Aug 2021 - Dec 2021

Wealth Management Intern

Portland, Oregon, United States

- Assisted advisors in developing and implementing total-balance-sheet financial plans for high net-worth clients. - Used financial software to conducted in-depth analysis of daily reports and identified opportunities for growth. - Collaborated with other interns on company-wide projects to enhance company image and culture. - Participated in client meetings, gaining exposure to high-level and confidential wealth management discussions.

Jun 2023 - Aug 2023

Marketing Assistant

Bastards Canteen

Temecula, California, United States

- Increased Brand Awareness through strategic promotional content, catering to specific target market. - Managed all social media platforms, created relevant daily content, and engaged directly with clients to encourage entrusting relationships. - Employed marketing analytics techniques to gather insight relevant to the business' strategy (social media, web analytics, rankings etc.)

Dec 2022 - May 2023

Special Events Coordinator

Portland, Oregon, United States

- Created and organized and all events on the University of Portland’s campus.- Coordinated with performers, vendors and agents to provide live entertainment for students. - Worked closely with the Marketing team to create promotional items and raise awareness about ongoing events.

Aug 2022 - Jan 2023

Freelance Video Editor

Self-Employed

- Created professional videos for small businesses. - Filmed high-quality footage tailored for the project.- Consulted clients during the filming and editing process to conceptualize ideas and ensures the project is to their liking.

Jan 2017 - Aug 2022

Social Media Manager

Paul Moran

Temecula, California, United States

- Launched an Instagram account to build a prospective audience and grew it from 0 to 1500 followers in a month. - Advanced product development decisions and frequently met with the employer to discuss the project. - Assembled a detailed Competitor Analysis, creating several documents of over 300-pages of profitable information

Jun 2020 - Jan 2022

Anchor Seminar Workshop Leader

Portland, Oregon, United States

- Led a semester long class for first-year business students - Worked in a team with other Workshop Leaders and planned weekly lessons- Enhanced first-year students’ interest in the business program and facilitated their adjustment to college life.

Aug 2021 - Dec 2021
Team & coworkers

Colleagues at Pathstone

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1 education record

Veronica Toccaceli education

FAQ

Frequently asked questions about Veronica Toccaceli

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

What company does Veronica Toccaceli work for?

Veronica Toccaceli works for Pathstone.

What is Veronica Toccaceli's role at Pathstone?

Veronica Toccaceli is listed as Client Advisory Associate at Pathstone.

Where is Veronica Toccaceli based?

Veronica Toccaceli is based in Seattle, Washington, United States while working with Pathstone.

What companies has Veronica Toccaceli worked for?

Veronica Toccaceli has worked for Pathstone, Parametric, Kdup College Radio, Brighton Jones, and Bastards Canteen.

Who are Veronica Toccaceli's colleagues at Pathstone?

Veronica Toccaceli's colleagues at Pathstone include Lorenthia Howard, Ryan Trebel, Anthony Rotonda, Joseph L. Balducci, Cfp®, and Jacob Christian.

How can I contact Veronica Toccaceli?

You can use AeroLeads to view verified contact signals for Veronica Toccaceli at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Veronica Toccaceli attend?

Veronica Toccaceli holds Bachelor Of Business Administration - Bba, Finance, General from University Of Portland.

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