Melanie Jocson

Melanie Jocson Email and Phone Number

President at Virtual Partners Group, Inc. @ Virtual Partners Group, Inc.
woodland hills, california, united states
Melanie Jocson's Location
Los Angeles, California, United States, United States
Melanie Jocson's Contact Details

Melanie Jocson personal email

n/a

Melanie Jocson phone numbers

About Melanie Jocson

- VPG is an advisors virtual, silent partner in developing a strong Operations base for Client Service.- Managing the operations for over 40 RIA firms throughout the United States.- Since 2006 VPG has serviced RIA firms in every time zone throughout the United States- We complete tasks in a timely, efficient manner so that the advisor is able to focus more on business development and marketing to new clients.- VPG remains committed to being at the cutting edge of new technology and resources for advisors.- I have over 15 years experience working with financial advisors and designing boutique Operation plans for all size firms.Advisors most compatible with VPG:$10 - $100Million AUMSingle Advisor firms with no/ minimal support staffFor more information, please visit our website www.virtualpartnersgroup.com and request a phone meeting.

Melanie Jocson's Current Company Details
Virtual Partners Group, Inc.

Virtual Partners Group, Inc.

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President at Virtual Partners Group, Inc.
woodland hills, california, united states
Website:
virtualpartnersgroup.com
Employees:
3
Melanie Jocson Work Experience Details
  • Virtual Partners Group, Inc.
    President
    Virtual Partners Group, Inc. Jul 2006 - Present
    Virtual Partners Group provides back office and operational solutions to RIA firms, where staff retention and back office efficiency are key issues.
    View
  • Silver Oak Wealth Advisors, Llc
    Director Of Client Services
    Silver Oak Wealth Advisors, Llc Aug 2005 - Jun 2006
    View
  • Allied Consulting Group
    Director Of Operations
    Allied Consulting Group 2000 - 2005

Melanie Jocson Skills

Wealth Management Investments Asset Management Retirement Planning Investment Advisory Retirement Strategic Financial Planning Asset Allocation Financial Planning Financial Advisory Investment Strategies Estate Planning Portfolio Management Mutual Funds 401k Series 7 Alternative Investments Financial Services Small Business

Melanie Jocson Education Details

Frequently Asked Questions about Melanie Jocson

What company does Melanie Jocson work for?

Melanie Jocson works for Virtual Partners Group, Inc.

What is Melanie Jocson's role at the current company?

Melanie Jocson's current role is President at Virtual Partners Group, Inc..

What is Melanie Jocson's email address?

Melanie Jocson's email address is me****@****att.net

What is Melanie Jocson's direct phone number?

Melanie Jocson's direct phone number is +181871*****

What schools did Melanie Jocson attend?

Melanie Jocson attended University Of California, Los Angeles, James Logan High School, Union City, Ca.

What skills is Melanie Jocson known for?

Melanie Jocson has skills like Wealth Management, Investments, Asset Management, Retirement Planning, Investment Advisory, Retirement, Strategic Financial Planning, Asset Allocation, Financial Planning, Financial Advisory, Investment Strategies, Estate Planning.

Who are Melanie Jocson's colleagues?

Melanie Jocson's colleagues are Kelly Faul, Kristin Hill, Kris Cleere, Christian Lincoln, Jacob Jocson.

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