Joel Pastor

About Joel Pastor

As the Chief Technology Officer at Arkshire Financial, I oversee not only the technological backbone of the company but also play a pivotal role in corporate operations and strategic direction. My comprehensive involvement across all departments allows me to ensure cohesive and efficient operations, working closely with the CEO to steer the company towards its long-term goals.In addition to my corporate responsibilities, I am actively engaged in the field as a Regional Vice President, mentoring a team of associates and helping clients navigate the complexities of financial planning. This dual role enables me to bridge the gap between technology and business, fostering a culture of innovation and excellence throughout the organization.A successful retirement starts with simple, manageable, and trusted planning. At Arkshire Financial, we believe in a holistic approach that combines asset protection with wealth creation, ensuring our clients\' financial security and growth. With a dedicated team of professionals, we develop strategic financial plans that maximize returns and provide peace of mind.Specializations-Tax Exempt Retirement Programs-Financial Services-Indexed Strategies-Wealth Transfer-Tax Exempt Income-Insurance-Life Planning\"Planning for the future is the key to financial success. I empower my clients to look ahead, focus on their goals, and make informed decisions that ensure a prosperous future for themselves and their families.\"

Experience

1. Chief Technology Officer & Regional Vice President

   Arkshire Financial

   Feb 2014 — Present · San Francisco, CA, US

   Lead and manage the company\'s technological direction, ensuring robust infrastructure and innovation to support long-term goals-Oversee corporate operations, coordinating with various departments to enhance communication, efficiency, and strategic alignment-Work directly with the CEO on both technological and broader strategic initiatives, contributing to the company\'s growth-Implement cutting-edge technologies, including AI, to optimize business processes and drive innovation-Develop and maintain strategic partnerships with key stakeholders and industry leaders.Proficient in managing VPS servers using Plesk and cPanel, enhancing IT infrastructure and server management.Regional VP-Actively engage with clients as a Regional Vice President, offering expert financial advice and solutions tailored to their needs-Mentor and develop a team of associates, fostering growth and leadership within the field side of the business-Strengthen client relations through financial education, helping clients navigate the complexities of financial planning-Drive business growth by identifying and pursuing new opportunities in the financial services sector.Achievements-Spearheaded the integration of a new back-office and IT system that bridges data from financial institutions. Worked directly with developers to ensure this data can be used in the field and synced to an app, enhancing field operations led by colleagues-Helped developed and implemented a digital strategy that enhanced client engagement and streamlined internal processes-Successfully mentored and promoted several associates to leadership positions, contributing to the overall growth and success of the company-Helped numerous clients achieve their financial goals through personalized planning and strategic advice, resulting in high client satisfaction and retention rates.

Education

• City College of San Francisco

  Business

  2009 — 2010

• Fairfield High School

  Computers

  1996 — 2001

Skills

• Back Office
• Advertising
• Wealth Transfer
• Website Development
• Insurance
• Public Relations
• Social Networking
• Social Media
• Online Marketing
• Indexed Annuities
• Indexed Universal Life
• Event Planning
• Sales
• Email Marketing
• Marketing Communications
• Facebook
• Financial Services
• Event Management
• Small Business
• Public Speaking
• Customer Service
• Leadership
• Training
• Tax Free Retirement
• New Business Development
• Search Engine Optimization (SEO)
• Tax Free Income
• Digital Marketing
• Marketing Strategy
• Marketing
• Online Advertising
• Blogging
• Lead Generation
• Social Media Marketing
• Direct Sales
• SEO
• Team Building
• Management
• Account Management
• Life Planning