Michelle Pak Email & Phone Number
Client Services Associate @ Fairview Capital Investment Management, LLC
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Michelle Pak Location
- California, United States
Michelle Pak Work
- 2023 -now Client Services Associate @
- 2020 -2023 Client Service Manager @
- 2015 -2020 Senior Private Wealth Associate @
- 2011 -2015 Registered Client Associate @
- 2006 -2011 Assistant Vice President; Client Sales and Service Officer @
- 2000 -2006 Sales Assistant @ Banc of America/Montgomery Securities
- 1999 -2000 Teacher @
- 1997 -1999 Middle School Teacher @
Michelle Pak Education
- University of the Pacific
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
1991-1995
Michelle Pak Skills
- Series 63
- Asset Allocation
- Wealth Management
- Series 66
- Employee Stock Options
- Restricted Stock
- High Net Worth Individuals
- Alternative Investments
- Uniform Combined State Law
- Investment Advisory
- Securities
- Portfolio Management
- Series 7
Michelle Pak Summary
- Michelle Pak, based in California, United States, is currently a Client Services Associate at Fairview Capital Investment Management, LLC. Michelle Pak brings experience from previous roles at SVB Private, Merrill Lynch and US Trust. Michelle Pak holds a 1991 - 1995 Bachelor of Arts (B.A.) in English Language and Literature/Letters @ University of the Pacific. With a robust skill set that includes Series 63, Asset Allocation, Wealth Management, Series 66, Employee Stock Options and more. Michelle Pak has 2 emails and 4 mobile phone numbers on RocketReach.
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