Vicki Pelich utilizes her empathy and adaptability to build strong client relationships and create a seamless experience for clients by anticipating and taking care of all their operational needs.
Vicki provides operational services to Arnerich Massena high net worth clients, implementing and maintaining client investment portfolios by managing ongoing trading and transactions.
With financial services industry experience spanning more than 15 years, Vicki also served as compliance and investor relations specialist for ScanlanKemperBard, as registered financial advisor assistant at BancWest Investment Services, as registered client associate for Wells Fargo Advisors, and as client service specialist for Johnson Bixby & Associates.
Vicki Pelich earned a B.S. in economics from the University of Oregon and a B.A. from the University of Southern California. She is a former FINRA Series 7, 63, and 66 license holder.
Vicki has volunteered as an I AM Learning Partner in Arnerich Massena’s award-winning I AM Learning Partnership community service programs.
Vicki is an avid learner, brings poise and confidence in working with clients, and takes great pride in putting herself into her clients’ shoes in order to deliver exceptional client service.