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
- Client Services Associate @ (September 2023 - Present)
- Client Service Manager @ (August 2020 - August 2023)
- Senior Private Wealth Associate @ (May 2015 - August 2020)
- Registered Client Associate @ (July 2011 - May 2015)
- Assistant Vice President; Client Sales and Service Officer @ (January 2006 - January 2011)
- Sales Assistant @ Banc of America/Montgomery Securities (August 2000 - April 2006)
- Teacher @ (August 1999 - June 2000)
- Middle School Teacher @ (June 1997 - June 1999)
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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