Halle Marquard is a dedicated Client Service Associate at Pettinelli Financial Partners (PFP), where she is responsible for providing exceptional client service and managing day-to-day servicing of clients and account maintenance. Halle's focus is on delivering personalized support to clients, acting as their key point of contact for all account-related requests.
Halle graduated from Menlo College with a degree in Business Finance in just 3 years, achieving Dean's list each year and becoming a member of the Beta Gama Sigma Honor Society. She also completed a five-month internship with a private equity firm based in San Francisco, where she honed her financial knowledge and skills.
Prior to her transition to the service department, Halle worked as a Paraplanner at PFP, where she provided her team of advisors with research, preparation, and follow-up support for financial planning. Her experience also includes valuable client service and quality assurance skills gained from working in a luxury retail organization and volunteering at the YMCA and as a soccer coach.
Outside of work, Halle is a devoted fan of the San Jose Sharks and San Francisco Giants. She also enjoys painting and spending time with her cat, family, and close friends. Halle's commitment to providing exceptional client service and her passion for finance make her a valuable asset to the PFP team.