Annalisa MacEda
Client Services Associate @Collective Wealth Planning
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2025 — Present
Client Services Associate @Collective Wealth Planning
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OR, US
Supporting a values-based financial planning team with client onboarding, communication, and operational workflows.Learning the day-to-day of fiduciary planning — and loving every minute of the career change.
EDUCATION
N/A
Purchase College, SUNY
Bachelor's Of Arts in History
N/A
University of California, Berkeley
Certificate in Personal Financial Planning, Financial Planning and Services
ABOUT ANNALISA MACEDA
Financial planning professional with experience supporting clients in retirement…
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