Vita Basarab

Vita Basarab Email and Phone Number

Relationship Manager @ Crescent Wealth Partners
Sarasota, FL, US
Vita Basarab's Location
Sarasota, Florida, United States, United States
Vita Basarab's Contact Details

Vita Basarab personal email

n/a
About Vita Basarab

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.

Vita Basarab's Current Company Details
Crescent Wealth Partners

Crescent Wealth Partners

View
Relationship Manager
Sarasota, FL, US
Employees:
8
Vita Basarab Work Experience Details
  • Crescent Wealth Partners
    Relationship Manager
    Crescent Wealth Partners
    Sarasota, Fl, Us
  • Crescent Wealth Partners
    Client Concierge & Executives Assistant
    Crescent Wealth Partners Jul 2024 - Present
    Sarasota, Florida, United States
  • Fisher Investments
    Us Pcg Regional Onboarding Associate
    Fisher Investments May 2024 - Jun 2024
    Tampa, 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
  • Trend Capital Holdings, Inc.
    Client Relations Manager
    Trend Capital Holdings, Inc. Nov 2022 - Oct 2023
    Vancouver, Washington, United States
  • Lead Economy Llc
    Client Relations Manager
    Lead Economy Llc Nov 2022 - Oct 2023
    Vancouver, 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) -
  • Fisher Investments
    Portfolio Evaluation Group Associate
    Fisher Investments Jan 2022 - Nov 2022
    Camas, 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
  • Fisher Investments
    Ja Regional Sales Associate
    Fisher Investments Jan 2020 - Jan 2022
    Camas, 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
  • Gold Cup Café, Llc
    Barista Lead
    Gold Cup Café, Llc Sep 2018 - Oct 2020
    Vancouver, Washington
    - Managing money and working the cashier- Creating specialty coffee and food- Solving issues and providing customer service- Managing inventory
  • The Vancouver Clinic
    Patient Services Specialist
    The Vancouver Clinic Jun 2017 - Jun 2018
    Battle 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
  • Loft By Ann Taylor
    Sales Lead
    Loft By Ann Taylor Nov 2016 - Jun 2017
    Portland, Oregon
    - Managed money- Distributed shipment and managed inventory- Supervised employees- Handled issues and problems
  • Rtax Consulting
    Office Administrator
    Rtax Consulting Feb 2015 - Jun 2016
    Vancouver, Washington
    - Scheduled appointments- Managed money & shipments- Sorted documents and billing- Handled phone calls

Vita Basarab Education Details

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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