Marisa Palestino, FPQP®

Operations Associate

Asheville, North Carolina, United States9 yrs 4 mos experience

Most Likely To Switch

Key Highlights

Experienced in client relations and strategic communications.
Strong background in environmental advocacy and community outreach.
Proficient in data collection and quantitative research methodologies.

Stackforce AI infers this person is a Client Relations and Marketing Professional with expertise in Environmental Advocacy.

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Skills

Other Skills

NotaryNatural Resource ManagementEnvironmental IssuesSocial MediaData CollectionQuantitative ResearchCommunity OutreachEvent PlanningScientific WritingAnimal HusbandryNonprofitsEnvironmental PolicySustainabilityAnimal BehaviorLaboratory Skills

Experience

Modera wealth management

Client Service Specialist

Apr 2023 – Present · 2 yrs 11 mos

Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville, NC, is joining Modera. The transaction creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida. Both firms can trace their roots to the 1980s as they were founded as two of the first fiduciary, fee-only advisory firms in the United States. Learn more: https://moderawealth.com/parsec-financial/

Parsec financial

2 roles

Client Service Specialist

Jul 2022 – May 2023 · 10 mos

Client Service Assistant

Nov 2021 – Jul 2022 · 8 mos

Qplum

2 roles

Client Relations and Strategic Communications

Promoted

Oct 2017 – Jun 2019 · 1 yr 8 mos

Strategic Communications and Community Outreach

Nov 2016 – Oct 2017 · 11 mos

Momentum solar

Field Marketing Specialist

Feb 2016 – Nov 2016 · 9 mos · New Jersey

- Set appointments with residents for site surveys for solar energy for their homes

Sungevity

Solar Marketing Specialist

Mar 2015 – Jan 2016 · 10 mos · New Jersey

Engage, educate, and excite customers about the benefits of solar energy
Generate new accounts through retail sales strategies

Clean water action

Field Manager

May 2014 – Jan 2016 · 1 yr 8 mos · Montclair, NJ

Clean Water Action is the largest environmental advocacy non-profit organization in New Jersey. As an organizer with Clean Water Action, I mobilize community members and raise awareness of environmental issues through grassroots organizing, lobbying, and fundraising. As a field manager, I assist the Canvass Director with the hiring, training, and retention of personnel.