As an analyst of client advisory, Pascal is responsible for supporting client advisory in managing client portfolios, conducting research on investment and macroeconomic trends, as well as general financial analysis.
Prior to joining Crestone, Pascal was an intern at All of Us Financial, where he assisted with developing a competitive strategy to recruit new college age users. He also collaborated with the marketing team to assist with communications between users and the platform.
Pascal received his Bachelor of Science in business administration, with an emphasis in finance and management, from the University of Colorado Boulder.
WHAT DO YOU LOVE MOST ABOUT BEING PART OF CRESTONE?
I love the team environment. Everyone is very welcoming and willing to lend a helping hand which allows me to complete my work to the best of my ability.
WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
What I enjoy the most about wealth management is the close relationships you build with clients as you help them reach their financial goals. I also enjoy the wide range of responsibilities you take on as you get to learn a lot about different aspects of finance.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
Outside of work, I love to spend time in the mountains skiing, traveling, and hanging out with friends. I also love to root on my favorite sports teams: Golden State Warriors, San Francisco 49ers, and the San Francisco Giants.