Veronica Toccaceli

Veronica Toccaceli Email and Phone Number

Client Advisory Associate @ Pathstone
San Francisco, CA, US
Veronica Toccaceli's Location
Seattle, Washington, United States, United States
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.

Veronica Toccaceli's Current Company Details
Pathstone

Pathstone

View
Client Advisory Associate
San Francisco, CA, US
Website:
pathstone.com
Employees:
833
Veronica Toccaceli Work Experience Details
  • Pathstone
    Client Advisory Associate
    Pathstone
    San Francisco, Ca, Us
  • Parametric
    Operations Analyst
    Parametric Jul 2024 - Present
    Seattle, Washington, United States
  • Kdup College Radio
    Program Director
    Kdup College Radio Aug 2021 - Jul 2024
    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.
  • Kdup College Radio
    Assistant Music Director
    Kdup College Radio Aug 2021 - Dec 2021
    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.
  • Brighton Jones
    Wealth Management Intern
    Brighton Jones Jun 2023 - Aug 2023
    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.
  • Bastards Canteen
    Marketing Assistant
    Bastards Canteen Dec 2022 - May 2023
    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.)
  • Up Campus Program Board
    Special Events Coordinator
    Up Campus Program Board Aug 2022 - Jan 2023
    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.
  • Self-Employed
    Freelance Video Editor
    Self-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.
  • Paul Moran
    Social Media Manager
    Paul Moran Jun 2020 - Jan 2022
    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
  • University Of Portland
    Anchor Seminar Workshop Leader
    University Of Portland Aug 2021 - Dec 2021
    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.

Veronica Toccaceli Education Details

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.

Not the Veronica Toccaceli you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.