Debra Pellati
Wealth Planner, The Partners Group
- Role
- Wealth Planner at The Partners Group
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Debra Pellati
Meet Deb, a dynamic individual who wears many hats with ease. By day, she\'s a diligent…
Experience
Wealth Planner
Aug 2024 — Present · Portland, OR, US
Education
University of Manitoba
Certificate in Adult Education
2004 — 2005
Universiity of Guelph
Bachelor of Arts (B.A.), Sociology
1981 — 1985
International College of Cayman Islands/University of Tampa
Master of Business Administration (MBA), Finance, Marketing
1998 — 2000
Lakehead University
Graduale Diploma in Business, Finance and Financial Management Services
1990 — 1991
Lakehead University
Bachelor of Education (B.Ed.), Education
1984 — 1985
Skills
- Mentoring and Coaching
- Planning & Execution of Events
- Account Development
- Client Retention
- Best Practice Implementation
- Productivity and Performance Improvement
- Portfolio Management
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