AeroLeads people directory · profile
Vita Basarab Email & Phone Number
Relationship Manager
at
Crescent Wealth Partners
1 work email found
@trendcapital.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Relationship Manager
Location
Sarasota, Florida, United States
Company size
Who is Vita Basarab? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Vita Basarab is listed as Relationship Manager at Crescent Wealth Partners, a with 8 employees, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at trendcapital.com and a matched LinkedIn profile for Vita Basarab.
Vita Basarab previously worked as Client Concierge & Executives Assistant at Crescent Wealth Partners and US PCG Regional Onboarding Associate at Fisher Investments. Vita Basarab holds Bachelor Of Arts - Ba, Business Administration, Management And Operations from Washington State University Vancouver.
Company email context
Email format at Crescent Wealth Partners
This section adds company-level context without repeating Vita Basarab's masked contact details.
{first}@trendcapital.com
86% confidence
AeroLeads found 1 current-domain work email signal for Vita Basarab. Compare company email patterns before reaching out.
Profile bio
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.
Current workplace
Vita Basarab's current company
Company context helps verify the profile and gives searchers a useful next step.
Crescent Wealth Partners
11 roles
Vita Basarab work experience
A career timeline built from the work history available for this profile.
Client Concierge & Executives Assistant
Us Pcg Regional Onboarding Associate
- 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
May 2024 - Jun 2024
Client Relations Manager
Nov 2022 - Oct 2023
Client Relations Manager
- 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) -
Nov 2022 - Oct 2023
Portfolio Evaluation Group Associate
- 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
Jan 2022 - Nov 2022
Ja Regional Sales Associate
- 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
Jan 2020 - Jan 2022
Barista Lead
Gold Cup Café, Llc
- Managing money and working the cashier- Creating specialty coffee and food- Solving issues and providing customer service- Managing inventory
Sep 2018 - Oct 2020
Patient Services Specialist
The Vancouver Clinic
- Managed phone calls- Scheduled urgent appointments- Provided and answer questions on insurance information- Provided customer service and help- Assisted other departments and patients
Jun 2017 - Jun 2018
Sales Lead
- Managed money- Distributed shipment and managed inventory- Supervised employees- Handled issues and problems
Nov 2016 - Jun 2017
Office Administrator
Rtax Consulting
- Scheduled appointments- Managed money & shipments- Sorted documents and billing- Handled phone calls
Feb 2015 - Jun 2016
Team & coworkers
Colleagues at Crescent Wealth Partners
Other employees you can reach at cwpadvisorygroup.com. View company contacts for 8 employees →
DD
Dee Depadua
Colleague at Crescent Wealth PartnersAtlanta, Georgia, United States
View →
SC
Stephen Coopersmith Cfp®, Cima®
Colleague at Crescent Wealth PartnersExeter, New Hampshire, United States
View →
BH
Brent Hillerich, Cfp®
Colleague at Crescent Wealth PartnersSarasota, Florida, United States
View →
BG
Brian Grogan Crpc
Colleague at Crescent Wealth PartnersSarasota, Florida, United States
View →
Dee Depadua
Colleague at Crescent Wealth PartnersAtlanta, Georgia, United States
View →
SC
Stephen Coopersmith Cfp®, Cima®
Colleague at Crescent Wealth PartnersExeter, New Hampshire, United States
View →
BH
Brent Hillerich, Cfp®
Colleague at Crescent Wealth PartnersSarasota, Florida, United States
View →
BG
Brian Grogan Crpc
Colleague at Crescent Wealth PartnersSarasota, Florida, United States
View →
3 education records
Vita Basarab education
Bachelor Of Arts - Ba, Business Administration, Management And Operations
Associate Of Arts - Aa, General Studies
Registered Dental Assistant, Dental Assisting/Assistant
Clark County Skill Center
FAQ
Frequently asked questions about Vita Basarab
Quick answers generated from the profile data available on this page.
What company does Vita Basarab work for?
Vita Basarab works for Crescent Wealth Partners.
What is Vita Basarab's role at Crescent Wealth Partners?
Vita Basarab is listed as Relationship Manager at Crescent Wealth Partners.
What is Vita Basarab's email address?
AeroLeads has found 1 work email signal at @trendcapital.com for Vita Basarab at Crescent Wealth Partners.
Where is Vita Basarab based?
Vita Basarab is based in Sarasota, Florida, United States while working with Crescent Wealth Partners.
What companies has Vita Basarab worked for?
Vita Basarab has worked for Crescent Wealth Partners, Fisher Investments, Trend Capital Holdings, Inc., Lead Economy Llc, and Gold Cup Café, Llc.
Who are Vita Basarab's colleagues at Crescent Wealth Partners?
Vita Basarab's colleagues at Crescent Wealth Partners include Dee Depadua, Stephen Coopersmith Cfp®, Cima®, Brent Hillerich, Cfp®, and Brian Grogan Crpc.
How can I contact Vita Basarab?
You can use AeroLeads to view verified contact signals for Vita Basarab at Crescent Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Vita Basarab attend?
Vita Basarab holds Bachelor Of Arts - Ba, Business Administration, Management And Operations from Washington State University Vancouver.
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