Vita Basarab Email and Phone Number
Vita Basarab work email
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Vita Basarab personal email
I am a highly skilled professional who graduated from Washington State University. I also have 3 years of experience in the financial industry. 1 year of experience in FinTech and 2 years of experience in Administration. My Associate of Arts degree and a BA in Business Administration/Management have enabled me to excel in various roles. I have worked at Fisher Investments and Trend Capital & Lead Economy, gaining extensive experience in Financial Technology and Financial Services. I am confident in my ability to take on new challenges and learn new skills, which I demonstrated during my tenure at these companies.In addition, I have valuable experience managing a local coffee shop and working as an office administrator and receptionist, where I learned communication, management, and leadership skills. I have assisted in creating an employee handbook, which involved collaborating with lawyers, accounting executives, and the employer. My proficiency in Microsoft Word, Microsoft Excel, Pivot Tables, Summary Reports, proposals, presentations, public speaking, and the Morning Star program further highlights my expertise in various areas.Overall, my diverse experience and skills make me an ideal candidate for any role in the financial or business industry.
Crescent Wealth Partners
View- Website:
- cwpadvisorygroup.com
- Employees:
- 8
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Relationship ManagerCrescent Wealth PartnersSarasota, Fl, Us -
Client Concierge & Executives AssistantCrescent Wealth Partners Jul 2024 - PresentSarasota, Florida, United States -
Us Pcg Regional Onboarding AssociateFisher Investments May 2024 - Jun 2024Tampa, Florida, United States- Support the Salesforce and internal departments- Setup and funding of a new account- Check account info and funding before trading- Work directly with clients during onboarding - Make account modifications and approve clearances -
Client Relations ManagerTrend Capital Holdings, Inc. Nov 2022 - Oct 2023Vancouver, Washington, United States -
Client Relations ManagerLead Economy Llc Nov 2022 - Oct 2023Vancouver, Washington, United States- A lead provider in the Lead Generation industry - Manage portfolios for clients- Optimize filters, price points, and numbers to improve portfolios- Communicate over Skype, Zoom, Teams, Google Meets, and email with various groups- Travel to conferences and events- Organize meetings and workload- Work alongside with the Graphic Design team for company swag, supplies, banners, etc. - Improve numbers for our affiliates (Earnings per clicks and earnings per leads)- Construct reports on a daily basis - Heavily relying on Excel and Excel's Pivot Tables- Track week-over-week and month-over-month performance of each client- Assist in the new client integration process (setting up filters, credentials, price points, placing into the algorithm trees and sending test leads) - -
Portfolio Evaluation Group AssociateFisher Investments Jan 2022 - Nov 2022Camas, Washington, United States- Constructed portfolios for new and existing clients - Morning Star program expert- Mentored and coached fellow peers- Constructed Canadian portfolios for new and existing clients- Heavily used Excel and Microsoft Word- Conducted training quizzes for trainees- Competent ticker finder and logger- Comprehension on various investment options -
Ja Regional Sales AssociateFisher Investments Jan 2020 - Jan 2022Camas, Washington, United States- Assisting the Sales Force- Transferring dictation notes into IRIS program- Calculating concur Mileage and Receipts- Distributing faxes, mail and documents- Solving troubleshoot questions and submitting sales support tasks- Creating custom pre-meeting and post-meeting packets for salespeople -
Barista LeadGold Cup Café, Llc Sep 2018 - Oct 2020Vancouver, Washington- Managing money and working the cashier- Creating specialty coffee and food- Solving issues and providing customer service- Managing inventory
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Patient Services SpecialistThe Vancouver Clinic Jun 2017 - Jun 2018Battle Ground, Washington- Managed phone calls- Scheduled urgent appointments- Provided and answer questions on insurance information- Provided customer service and help- Assisted other departments and patients
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Sales LeadLoft By Ann Taylor Nov 2016 - Jun 2017Portland, Oregon- Managed money- Distributed shipment and managed inventory- Supervised employees- Handled issues and problems -
Office AdministratorRtax Consulting Feb 2015 - Jun 2016Vancouver, Washington- Scheduled appointments- Managed money & shipments- Sorted documents and billing- Handled phone calls
Vita Basarab Education Details
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Business Administration, Management And Operations -
General Studies -
Clark County Skill CenterDental Assisting/Assistant
Frequently Asked Questions about Vita Basarab
What company does Vita Basarab work for?
Vita Basarab works for Crescent Wealth Partners
What is Vita Basarab's role at the current company?
Vita Basarab's current role is Relationship Manager.
What is Vita Basarab's email address?
Vita Basarab's email address is v.****@****nts.com
What schools did Vita Basarab attend?
Vita Basarab attended Washington State University Vancouver, Clark College, Clark County Skill Center.
Who are Vita Basarab's colleagues?
Vita Basarab's colleagues are Brent Hillerich, Cfp®, Brian Grogan Crpc, Stephen Coopersmith Cfp®, Cima®, Dee Depadua.
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