Frank Greekas

Associate at Pacific Portfolio Consulting, LLC
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Jun 2022 - Present

      I serve as a Junior Portfolio Administrator and Client Service Associate to families, individuals, endowments, foundations, and retirement plans. I support client related service requests and help manage data/operations of the firm. Additionally, I work with Business Development to establish marketing analytics goals and content strategy. Pacific Portfolio is a wealth management, trust, and investment advisory firm serving high net worth families, individuals, and institutions since 1992. With over $4 billion of assets under advisement, we have been selected as one of the top independent financial advisory firms in the nation by multiple industry publications. Our services include: -Wealth & Legacy Financial Planning, using our Dynamic Whiteboard Process. -Portfolio Construction and Investment Management -Investment Advisory for Institutions -Fiduciary & Retirement Consulting Services for retirement plan sponsors (401(k), 403(b), defined benefit and non-qualified deferred compensation plans), including employee education, governance, and fiduciary training. To learn more, please visit us at pacific-portfolio.com Show less

    • United States
    • Retail Apparel and Fashion
    • 1 - 100 Employee
    • Warehouse Associate
      • Feb 2022 - Jun 2022

  • Greekas Services LLC
    • Greater Seattle Area
    • General Contractor
      • Jun 2015 - Mar 2022

      Improved efficiency of the development of commercial and residential properties. Projects included foundation and interior of Detached Accessory Dwelling Units (DADU), foundation of single family homes, large scale office space interiors, and landscapes. Improved efficiency of the development of commercial and residential properties. Projects included foundation and interior of Detached Accessory Dwelling Units (DADU), foundation of single family homes, large scale office space interiors, and landscapes.

    • United States
    • Advertising Services
    • Intern
      • Jun 2021 - Aug 2021

      Analyzed client data through Google Analytics and translated data to improve efficiency of target channel performance for Marketing and Advertising efforts. Analyzed client data through Google Analytics and translated data to improve efficiency of target channel performance for Marketing and Advertising efforts.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Lifeguard/Swim Instructor
      • Nov 2016 - Aug 2019

Education

  • Washington State University
    Bachelor's degree
    2018 - 2021
  • Ballard High School
    2014 - 2018

Community

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