Michael J. Dinan, CFP®
Paula R. Pascoe
Positive, productive, and a team player.
Paula is known for all the above.
“I like being busy and productive, and I enjoy the variety of tasks that need to get done each day,” she says of her job responsibilities. “Lots of paperwork, speaking with clients, and completing tasks make for full days!”
She’s known for meeting deadlines, a strong attention to detail, and that she’ll pitch in wherever she can to help.
As an Operations Associate at Domani Wealth, Paula works very closely with our Wealth Advisors to onboard new accounts and is responsible for communicating with clients on paperwork, updating systems, and facilitating transactions including charitable gifts, required minimum distributions, etc. Based on her many years of experience, Paula works on more complex account openings and assists with developing operational processes to improve the client experience.
The Domani Wealth core values are all so important to her, she says. “If I had to choose one or two that most resonate with me, I’d say positivity and accountability – I think they are quite important in every aspect of life!”
Paula enjoys spending time with family and friends. It’s always great creating new memories and sharing old ones on Sundays while visiting with parents and family! Favorite vacations were to Lake Marion, SC and Cozumel, Mexico; she looks forward to vacationing there again.
- Pennsylvania Association of Notaries
Community Involvement (Current and Prior)
- Parish Council, local church
- Extraordinary minister, local church
- Lions Club, Hanover