CALIFORNIA CONSUMER - Key Persons
Fanny enriches Pantheon Wealth Planning's environment with an interesting background in the field of nutrition and food science. Her previous experience, combined with her dedication to improving the quality of life for others, aligns perfectly with the mission of the Pantheon team. Fanny's enthusiasm while working is contagious and helps strengthen the relationships between staff and clients.
Fanny ensures clients have a positive and helpful experience. She assists with paraplanning, client meeting arrangements, and is responsible for preparing and maintaining the client files. Fanny makes certain that client information is complete and that all information and documents are in order. Her attention to detail is crucial in helping identify the unique needs of our clients so Pantheon can better serve them.
Job Titles:
- Client Relationship Manager
Fran brings a wealth of expertise and knowledge to Pantheon Wealth Planning. Her past experience as an employee for top-tier banking firms, such as Citi Bank, Bank of America, and Union Bank, gave her the unsurpassed skills to execute friendly, efficient service in a fast-paced and fluid environment.
Fran is a significant and reliable resource for Pantheon's clients. She handles complex issues with professionalism and proficiency. Fran embraces and enjoys her role, which enhances client service and streamlines operational processes. She also supervises account servicing, trains staff, maintains the advisor calendar, and manages accounts receivable.
Job Titles:
- Managing Partner & Chief Investment Officer, Mariner Advisor Network
As a Managing Partner of Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Pantheon Wealth Planning in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy's prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.
Job Titles:
- Vice President of Portfolio Consulting and Analytics
As Vice President of Portfolio Consulting and Analytics, Joel leverages the insight and resources of the Portfolio Consulting team to provide guidance to Pantheon Wealth Planning on topics of investment alignment, asset allocation and portfolio risk. Knowing the challenges of applying quantitative analysis, his mission is to make what is complex more digestible and enhance the investment experience of the end-client.
Joel joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics. In this role, he developed an in-house, portfolio consulting program designed to apply forward-looking analysis to advisor portfolios in order to better address risk.
Joel currently resides in Folsom with his wife, their two children, and a mischievous miniature labradoodle named after a member of the Beatles-appropriate for a family that loves music.
John is a motivated professional with an extensive background in multiple industries. His strengths lie in analysis and operations management. His commitment to excellence and proven knowledge of customer service allows him to provide a great experience for all of Pantheon's clients. John strives to deliver confidence and build lasting relationships that prosper over time.
John's diligent attitude ensures that each client receives the personalized tools that they need. He assists with client account support and helps to answer questions and concerns when they arise. John collaborates with all team members to maintain top quality standards for Pantheon Wealth Planning.
Kimi Lin brings over 15 years of sales and marketing experience in the computer industry to her position at Pantheon Wealth Planning. Her professional heart is found in creating long-lasting relationships that lead to helping to provide strategy in the best interest of the client. Kimi excels in high-pressured environments, reflecting her sharp ability remain unruffled and optimistic in the toughest situations. This attitude is contagious and helps clients maintain that same outlook.
In her past positions, Kimi increased the level of communication between multiple departments and ensured client satisfaction along with fostering the company's greatest profitability. She extends that same business administration background at Pantheon. Kimi provides a high level of administrative support to Pantheon's wealth advisors by determining their requirements and initiating activities and procedures to facilitate their objectives.