Veronica Toccaceli Email and Phone Number
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.
Pathstone
View- Website:
- pathstone.com
- Employees:
- 833
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Client Advisory AssociatePathstoneSan Francisco, Ca, Us -
Operations AnalystParametric Jul 2024 - PresentSeattle, Washington, United States -
Program DirectorKdup College Radio Aug 2021 - Jul 2024Portland, 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. -
Assistant Music DirectorKdup College Radio Aug 2021 - Dec 2021Portland, 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. -
Wealth Management InternBrighton Jones Jun 2023 - Aug 2023Portland, 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. -
Marketing AssistantBastards Canteen Dec 2022 - May 2023Temecula, 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.)
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Special Events CoordinatorUp Campus Program Board Aug 2022 - Jan 2023Portland, 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. -
Freelance Video EditorSelf-Employed Jan 2017 - Aug 2022- 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.
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Social Media ManagerPaul Moran Jun 2020 - Jan 2022Temecula, 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
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Anchor Seminar Workshop LeaderUniversity Of Portland Aug 2021 - Dec 2021Portland, 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.
Veronica Toccaceli Education Details
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Finance, General
Frequently Asked Questions about Veronica Toccaceli
What company does Veronica Toccaceli work for?
Veronica Toccaceli works for Pathstone
What is Veronica Toccaceli's role at the current company?
Veronica Toccaceli's current role is Client Advisory Associate.
What schools did Veronica Toccaceli attend?
Veronica Toccaceli attended University Of Portland.
Who are Veronica Toccaceli's colleagues?
Veronica Toccaceli's colleagues are Andrew Mulvey, Cfa®, Vanessa Reynolds, William Mcney, Steven Peake, Kendra Busbee, Jeanette Feldman, Jeffrey Morrison.
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Veronica Toccaceli
Junior Hr - Master In Amministrazione E Gestione Delle Risorse Umane Presso Make It SoRome -
Veronica Toccaceli
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