Jasmine Minor
Wealth Management
- Role
- Director of Operations - Maui Office at WestPac Wealth Partners
- Location
- Kalispell, MT, US
- LinkedIn followers
- 500 followers
About Jasmine Minor
Securities and Insurance Licensed Client Service Professional with a proven track record in providing exceptional support to financial advisors and their clients. Skilled in account management, client onboarding, and communication, with a strong understanding of investment processes, asset management, and health, disability and insurance servicing. Committed to building and maintaining strong client relationships by providing personalized service and exceeding client expectations.
Experience
Director of Operations - Maui Office
Feb 2026 — Present
Education
UC Santa Barbara
BA, Business Economics and German Studies
2004 — 2008
Skills
- Program Management
- Hospitality
- Vendor Management
- Powerpoint
- Microsoft Excel
- Hospitality Industry
- Management
- Budgets
- Time Management
- Event Management
- Quickbooks
- Meeting Planning
- Contract Negotiation
- Proposal Writing
- Public Relations
- Human Resources
- Outlook
- Administrative Assistants
- Microsoft Office
- Sales
- Microsoft Outlook
- Corporate Events
- Customer Relationship Management (Crm)
- Crm
- Trade Shows
- Tourism
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