Parallel Advisors
Description
Address: 150 Spear St #950, San Francisco, CA 94105 Phone: (866) 627-6984Website: : Category: Hours: : Place name: : : : : Website: http://www.paralleladvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Parallel Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Parallel Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Parallel Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Parallel Advisors Employees
Employee
Years
Job
Industry
Stephanie Cooper Stephanie Cooper's Parallel Advisors Experience November 2013 - Present
Job Associate at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors November 2013 - Present
T.Y. Lin International August 2013 - October 2013
Frank Howard Allen 2008 - 2013
Skills
Research, Public Relations, Social Media, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Event Planning, Facebook, Social Networking, Microsoft Word, Editing, Community Outreach, Photoshop, Event Management, Market Research, Data Analysis, Energy Efficiency, Sustainability, Sustainable Development, Sustainability..., Sustainable Agriculture, Fundraising
Education
University of Colorado at Boulder 2009 — 2012
Bachelor of Arts (BA), Environmental Studies, Minor: Economics
University of Virginia - Semester at Sea 2011 — 2011
Redwood High School 2004 — 2008
University of Colorado - Sustainable Practices Program
Parallel Advisors November 2013 - Present
T.Y. Lin International August 2013 - October 2013
Frank Howard Allen 2008 - 2013
Skills
Research, Public Relations, Social Media, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Event Planning, Facebook, Social Networking, Microsoft Word, Editing, Community Outreach, Photoshop, Event Management, Market Research, Data Analysis, Energy Efficiency, Sustainability, Sustainable Development, Sustainability..., Sustainable Agriculture, Fundraising
Education
University of Colorado at Boulder 2009 — 2012
Bachelor of Arts (BA), Environmental Studies, Minor: Economics
University of Virginia - Semester at Sea 2011 — 2011
Redwood High School 2004 — 2008
University of Colorado - Sustainable Practices Program
Kurt Beyer Kurt Beyer's Parallel Advisors Experience May 2014 - Present
Job Advisor to Entrepreneurs and StartUp Executives
Industry Financial Services
Experience
Parallel Advisors May 2014 - Present
UC Berkeley School of Information August 2014 - Present
University of California, Berkeley, Haas School of Business August 2010 - Present
Morgan Stanley February 2009 - May 2014
BP Digital (Riptopia and Ripdigital DBA) December 2003 - 2008
US Naval Academy, Annapolis August 2002 - December 2005
US Navy May 1990 - October 1997
Skills
Entrepreneurship, Public Speaking, Strategic Planning, Start-ups, Research, Venture Capital, Business Strategy, Leadership, Strategic Financial..., Published Author, Public Lectures, Strategic Consulting, Investments, Writing, Leadership Development, Business Development, Strategy, Program Management, Team Leadership, Financial Modeling, Valuation, Analysis, Teaching, Mentoring, Private Equity, Management, Change Management, Nonprofits, Executive Management, Competitive Analysis, Mergers & Acquisitions, Risk Management, Due Diligence, Fundraising, Market Research, Business Planning, Product Management, New Business Development, Strategic Partnerships, Business Process..., Financial Analysis, Analytics, Corporate Development, Cross-functional Team..., Consulting, Publishing, Emerging Markets, Finance, Portfolio Management, Executive Coaching
Education
University of California, Berkeley 1998 — 2002
PhD, Technical Innovation Studies
University of Oxford 1990 — 1992
MA, Economics and Philosophy
United States Naval Academy 1986 — 1990
BS, Engineering and History
John Glenn
Parallel Advisors May 2014 - Present
UC Berkeley School of Information August 2014 - Present
University of California, Berkeley, Haas School of Business August 2010 - Present
Morgan Stanley February 2009 - May 2014
BP Digital (Riptopia and Ripdigital DBA) December 2003 - 2008
US Naval Academy, Annapolis August 2002 - December 2005
US Navy May 1990 - October 1997
Skills
Entrepreneurship, Public Speaking, Strategic Planning, Start-ups, Research, Venture Capital, Business Strategy, Leadership, Strategic Financial..., Published Author, Public Lectures, Strategic Consulting, Investments, Writing, Leadership Development, Business Development, Strategy, Program Management, Team Leadership, Financial Modeling, Valuation, Analysis, Teaching, Mentoring, Private Equity, Management, Change Management, Nonprofits, Executive Management, Competitive Analysis, Mergers & Acquisitions, Risk Management, Due Diligence, Fundraising, Market Research, Business Planning, Product Management, New Business Development, Strategic Partnerships, Business Process..., Financial Analysis, Analytics, Corporate Development, Cross-functional Team..., Consulting, Publishing, Emerging Markets, Finance, Portfolio Management, Executive Coaching
Education
University of California, Berkeley 1998 — 2002
PhD, Technical Innovation Studies
University of Oxford 1990 — 1992
MA, Economics and Philosophy
United States Naval Academy 1986 — 1990
BS, Engineering and History
John Glenn
Alyssa (Hall) Morris Alyssa (Hall) Morris's Parallel Advisors Experience September 2013 - December 2014
Job Wealth Manager at Waypoint Wealth Partners
Industry Financial Services
Experience
Waypoint Wealth Partners December 2014 - Present
Parallel Advisors September 2013 - December 2014
SecondMarket, Inc. August 2011 - March 2013
Probitas Partners March 2009 - July 2011
UBS Investment Bank April 2004 - March 2009
Latham & Watkins September 2001 - March 2004
Bankers Trust (BT Alex. Brown) August 1996 - June 1998
Skills
Personal Financial..., Investments, Finance, Capital Markets, Alternative Investments, Due Diligence, Investment Banking, Start-ups, Leveraged Finance, Private Placements, Business Development, Deal Execution, Corporate Development, Corporate Finance, Capital Raising, Financial Modeling, Capital Structure, M&A experience, Investor Relations, Deal Screening, Industry Research, Legal
Education
Georgetown University Law Center 1998 — 2001
Juris Doctorate, Law
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance & Health Care Management
Waypoint Wealth Partners December 2014 - Present
Parallel Advisors September 2013 - December 2014
SecondMarket, Inc. August 2011 - March 2013
Probitas Partners March 2009 - July 2011
UBS Investment Bank April 2004 - March 2009
Latham & Watkins September 2001 - March 2004
Bankers Trust (BT Alex. Brown) August 1996 - June 1998
Skills
Personal Financial..., Investments, Finance, Capital Markets, Alternative Investments, Due Diligence, Investment Banking, Start-ups, Leveraged Finance, Private Placements, Business Development, Deal Execution, Corporate Development, Corporate Finance, Capital Raising, Financial Modeling, Capital Structure, M&A experience, Investor Relations, Deal Screening, Industry Research, Legal
Education
Georgetown University Law Center 1998 — 2001
Juris Doctorate, Law
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance & Health Care Management
Diane Gabianelli Diane Gabianelli's Parallel Advisors Experience September 2013 - Present
Job CFO at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors September 2013 - Present
Marketing, Operations & Finance Management 2000 - August 2013
Terravera, Inc., a natural foods manufacturer and distributor 1995 - 1999
Nestlé USA 1994 - 1994
Secured Capital Corp., financial advisor to the Resolution Trust Corporation 1991 - 1993
AEW Capital Management 1989 - 1991
Chemical Bank, Chemical Realty Corp. 1987 - 1989
Skills
Business Development, Product Management, Business Strategy, Investments, Start-ups, Strategic Planning, Management Consulting, Financial Analysis, Finance, New Business Development, Marketing, Strategic Partnerships, Leadership, Management, Entrepreneurship
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Marketing
Dartmouth College 1983 — 1987
BA, Economics
Parallel Advisors September 2013 - Present
Marketing, Operations & Finance Management 2000 - August 2013
Terravera, Inc., a natural foods manufacturer and distributor 1995 - 1999
Nestlé USA 1994 - 1994
Secured Capital Corp., financial advisor to the Resolution Trust Corporation 1991 - 1993
AEW Capital Management 1989 - 1991
Chemical Bank, Chemical Realty Corp. 1987 - 1989
Skills
Business Development, Product Management, Business Strategy, Investments, Start-ups, Strategic Planning, Management Consulting, Financial Analysis, Finance, New Business Development, Marketing, Strategic Partnerships, Leadership, Management, Entrepreneurship
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Marketing
Dartmouth College 1983 — 1987
BA, Economics
William Clements William Clements's Parallel Advisors Experience February 2013 - Present
Job Principal at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors February 2013 - Present
Wealth and Investment Management at Barclays 2011 - February 2013
Bernstein Global Wealth Management 2004 - 2011
Acueity November 1999 - May 2003
Babcock & Brown 1995 - 1999
General Electric February 1991 - September 1995
Comdisco 1980 - 1991
Skills
Wealth Management, Alternative Investments, Hedge Funds, FINRA, Asset Management, Asset Allocation, Equities, Private Equity, Investments, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, Capital Markets, Investment Banking, Series 7, Investment Advisory, Venture Capital, Valuation, Financial Modeling, Financial Advisory, Finance, Financial Analysis, Securitization, Financial Services
Education
University of California, Berkeley - School of Law 1971 — 1974
Doctor of Law (J.D.)
University of Washington 1967 — 1971
B.A., Economics
inglemoor high
Parallel Advisors February 2013 - Present
Wealth and Investment Management at Barclays 2011 - February 2013
Bernstein Global Wealth Management 2004 - 2011
Acueity November 1999 - May 2003
Babcock & Brown 1995 - 1999
General Electric February 1991 - September 1995
Comdisco 1980 - 1991
Skills
Wealth Management, Alternative Investments, Hedge Funds, FINRA, Asset Management, Asset Allocation, Equities, Private Equity, Investments, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, Capital Markets, Investment Banking, Series 7, Investment Advisory, Venture Capital, Valuation, Financial Modeling, Financial Advisory, Finance, Financial Analysis, Securitization, Financial Services
Education
University of California, Berkeley - School of Law 1971 — 1974
Doctor of Law (J.D.)
University of Washington 1967 — 1971
B.A., Economics
inglemoor high
William Kolbe William Kolbe's Parallel Advisors Experience July 2011 - Present
Job Associate at Parallel Advisors
Industry Investment Management
Experience
Parallel Advisors July 2011 - Present
Karess, Reich, & Furst June 2010 - August 2010
Core Construction & Remediation, Inc. June 2008 - August 2009
Skills
Asset Allocation, Asset Management, Marketing, Equities, Financial Analysis, Salesforce.com, Microsoft Office, Microsoft Excel, Proposal Writing, Legal Research, PowerPoint, Investment Management, Social Media, Social Media Marketing, Legal Compliance, Sales, Financial Accounting, Vendor Relationships, Legal Writing, Creative Writing, News Writing
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Political Science
The Lawrenceville School 2004 — 2007
Parallel Advisors July 2011 - Present
Karess, Reich, & Furst June 2010 - August 2010
Core Construction & Remediation, Inc. June 2008 - August 2009
Skills
Asset Allocation, Asset Management, Marketing, Equities, Financial Analysis, Salesforce.com, Microsoft Office, Microsoft Excel, Proposal Writing, Legal Research, PowerPoint, Investment Management, Social Media, Social Media Marketing, Legal Compliance, Sales, Financial Accounting, Vendor Relationships, Legal Writing, Creative Writing, News Writing
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Political Science
The Lawrenceville School 2004 — 2007
Greg Chiate Greg Chiate's Parallel Advisors Experience January 2008 - Present
Job Founding Partner at GC Capital
Industry Venture Capital & Private Equity
Experience
GC Capital June 2010 - Present
Precision Surfaces July 2014 - Present
Med-Tech Resource LLC January 2013 - Present
ReSurge International January 2013 - Present
Parallel Advisors January 2008 - Present
Pelican Products, Inc. February 2004 - November 2010
ILC Industries, Inc. April 2003 - November 2010
Behrman Capital 1999 - 2009
BT Capital Partners 1992 - 1999
Skills
Private Equity, Leveraged Finance, Financial Structuring, LBO, Investments, Buyouts, Due Diligence, Mergers, Capital, Investment Banking, Valuation, Corporate Development, Private Placements, Corporate Finance, Growth Capital, M&A experience, Mezzanine, Recapitalizations, Middle Market, Debt Restructuring, Financial Modeling, IPO, Business Valuation, Alternative Investments, Structured Finance, Capital Raising, Divestitures, Equities, Deal Sourcing, Special Situations, Acquisitions, Deal Execution, Equity Capital Markets, Capital Structure, Investor Relations, Joint Ventures, Mergers & Acquisitions
Education
University of California, Berkeley 1988 — 1992
Economics
Brentwood High School 1981 — 1988
GC Capital June 2010 - Present
Precision Surfaces July 2014 - Present
Med-Tech Resource LLC January 2013 - Present
ReSurge International January 2013 - Present
Parallel Advisors January 2008 - Present
Pelican Products, Inc. February 2004 - November 2010
ILC Industries, Inc. April 2003 - November 2010
Behrman Capital 1999 - 2009
BT Capital Partners 1992 - 1999
Skills
Private Equity, Leveraged Finance, Financial Structuring, LBO, Investments, Buyouts, Due Diligence, Mergers, Capital, Investment Banking, Valuation, Corporate Development, Private Placements, Corporate Finance, Growth Capital, M&A experience, Mezzanine, Recapitalizations, Middle Market, Debt Restructuring, Financial Modeling, IPO, Business Valuation, Alternative Investments, Structured Finance, Capital Raising, Divestitures, Equities, Deal Sourcing, Special Situations, Acquisitions, Deal Execution, Equity Capital Markets, Capital Structure, Investor Relations, Joint Ventures, Mergers & Acquisitions
Education
University of California, Berkeley 1988 — 1992
Economics
Brentwood High School 1981 — 1988
Mindy Huynh's Parallel Advisors Experience May 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2013 - Present
BlackRock June 2013 - August 2013
Voce Capital Management LLC October 2012 - January 2013
Parallel Advisors May 2012 - August 2012
Skills
Capital IQ, Bloomberg, Morningstar, SalesForce, Black Diamond, MoneyGuidePro, Fidelity WealthCentral, Valuation, Financial Modeling, Financial Analysis, Microsoft Office, HTML, Social Media, Fixed Income, Equities, Corporate Finance, Hedge Funds, Investments, Finance
Education
National Taiwan University 2014 — 2014
Bachelor's Degree, Economics and Chinese
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
B.S. Business Administration; B.A. Economics
Lowell High School 2006 — 2010
HS Diploma
Deutsche Bank 2013 - Present
BlackRock June 2013 - August 2013
Voce Capital Management LLC October 2012 - January 2013
Parallel Advisors May 2012 - August 2012
Skills
Capital IQ, Bloomberg, Morningstar, SalesForce, Black Diamond, MoneyGuidePro, Fidelity WealthCentral, Valuation, Financial Modeling, Financial Analysis, Microsoft Office, HTML, Social Media, Fixed Income, Equities, Corporate Finance, Hedge Funds, Investments, Finance
Education
National Taiwan University 2014 — 2014
Bachelor's Degree, Economics and Chinese
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
B.S. Business Administration; B.A. Economics
Lowell High School 2006 — 2010
HS Diploma
Katherine Chandler Katherine Chandler's Parallel Advisors Experience October 2012 - October 2013
Job Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital November 2013 - Present
Parallel Advisors October 2012 - October 2013
Education
San Francisco State University 2008 — 2012
ICONIQ Capital November 2013 - Present
Parallel Advisors October 2012 - October 2013
Education
San Francisco State University 2008 — 2012
Anthony Robello Anthony Robello's Parallel Advisors Experience December 2013 - November 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Parallel Advisors December 2013 - November 2014
Sterne Agee January 2012 - December 2013
Meridian Commercial March 2010 - December 2010
Cassidy Turley July 2008 - June 2010
Northern Trust April 2000 - August 2003
Mellon Private Asset Management April 1995 - April 2000
Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth
Education
San Francisco State University
Bachelor of Science, Finance
Marin Catholic High School 1980 — 1984
Fidelity Investments May 2015 - Present
Parallel Advisors December 2013 - November 2014
Sterne Agee January 2012 - December 2013
Meridian Commercial March 2010 - December 2010
Cassidy Turley July 2008 - June 2010
Northern Trust April 2000 - August 2003
Mellon Private Asset Management April 1995 - April 2000
Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth
Education
San Francisco State University
Bachelor of Science, Finance
Marin Catholic High School 1980 — 1984
Wlassowsky Alexandra Wlassowsky Alexandra's Parallel Advisors Experience July 2010 - November 2010
Job Director, Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Michael Ma, CFP®, ChFC® Michael Ma, CFP®, ChFC®'s Parallel Advisors Experience November 2012 - Present
Job Principal at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors November 2012 - Present
Ameriprise Financial October 2001 - November 2012
Education
University of California, Berkeley
B.A., Legal Studies
University of California, Berkeley 2006 — 2008
Certificate, Personal Financial Planning
Parallel Advisors November 2012 - Present
Ameriprise Financial October 2001 - November 2012
Education
University of California, Berkeley
B.A., Legal Studies
University of California, Berkeley 2006 — 2008
Certificate, Personal Financial Planning
Andrew Vance's Parallel Advisors Experience June 2013 - September 2013
Job Account Executive at Indeed.com
Industry Information Technology and Services
Experience
Indeed.com September 2014 - Present
Hotel Madeline Telluride September 2013 - June 2014
Parallel Advisors June 2013 - September 2013
The Battery Conservancy June 2011 - August 2011
The Andrew W. Mellon Foundation May 2011 - June 2011
Skills
Microsoft Excel, Salesforce.com, Analysis, Research, Event Planning, Grants, MoneyGuidePro, Food, Economics, Event Management, Team Building, Politics, Sustainable Agriculture, Hospitality, PPC, Recruiting, Sales
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), Government and Environmental Studies, Cum Laude
Indeed.com September 2014 - Present
Hotel Madeline Telluride September 2013 - June 2014
Parallel Advisors June 2013 - September 2013
The Battery Conservancy June 2011 - August 2011
The Andrew W. Mellon Foundation May 2011 - June 2011
Skills
Microsoft Excel, Salesforce.com, Analysis, Research, Event Planning, Grants, MoneyGuidePro, Food, Economics, Event Management, Team Building, Politics, Sustainable Agriculture, Hospitality, PPC, Recruiting, Sales
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), Government and Environmental Studies, Cum Laude
Anthony J. D'Asaro Anthony J. D'Asaro's Parallel Advisors Experience May 2012 - March 2013
Job Founding Member at Brunch App
Industry Investment Management
Experience
Jackson August 2015 - Present
Brunch App August 2015 - Present
Morningstar 2013 - August 2015
Parallel Advisors May 2012 - March 2013
The Berkeley Investment Group September 2009 - March 2013
Pinnacle Petroleum, Inc. May 2010 - September 2010
EPIC January 2010 - May 2010
Skills
Investments, Equities, Financial Analysis, Wealth Management, Financial Modeling, Bloomberg, Hedge Funds, Equity Research, Mutual Funds, Strategy, Valuation, Data Analysis, Investment Strategies, Economics, Investment Management, Industry Research, Portfolio Management, Alternative Investments, Finance, Private Equity, Asset Managment, Risk Management, Cat Herding
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
University of California, Berkeley 2009 — 2013
BA, Economics
Jackson August 2015 - Present
Brunch App August 2015 - Present
Morningstar 2013 - August 2015
Parallel Advisors May 2012 - March 2013
The Berkeley Investment Group September 2009 - March 2013
Pinnacle Petroleum, Inc. May 2010 - September 2010
EPIC January 2010 - May 2010
Skills
Investments, Equities, Financial Analysis, Wealth Management, Financial Modeling, Bloomberg, Hedge Funds, Equity Research, Mutual Funds, Strategy, Valuation, Data Analysis, Investment Strategies, Economics, Investment Management, Industry Research, Portfolio Management, Alternative Investments, Finance, Private Equity, Asset Managment, Risk Management, Cat Herding
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
University of California, Berkeley 2009 — 2013
BA, Economics
Kenny Bower's Parallel Advisors Experience September 2010 - December 2010
Job Business Development at BitPay, Inc.
Industry Financial Services
Experience
BitPay, Inc. September 2014 - Present
MogoTXT February 2012 - September 2014
America's Growth Capital August 2011 - December 2011
Parallel Advisors September 2010 - December 2010
YSO CAPTAL MANAGEMENT June 2010 - August 2010
Skills
Business Development, Business Strategy, Entrepreneurship, Start-ups, Strategic Partnerships, Data Analysis, Competitive Analysis, Strategy, Analytics, Market Research, Valuation, Marketing Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Financial Analysis
Education
University of California, Berkeley 2006 — 2010
Political Science, International Economic Policy
Investment Banking Institute 2010 — 2010
The Kiski School 2003 — 2006
BitPay, Inc. September 2014 - Present
MogoTXT February 2012 - September 2014
America's Growth Capital August 2011 - December 2011
Parallel Advisors September 2010 - December 2010
YSO CAPTAL MANAGEMENT June 2010 - August 2010
Skills
Business Development, Business Strategy, Entrepreneurship, Start-ups, Strategic Partnerships, Data Analysis, Competitive Analysis, Strategy, Analytics, Market Research, Valuation, Marketing Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Financial Analysis
Education
University of California, Berkeley 2006 — 2010
Political Science, International Economic Policy
Investment Banking Institute 2010 — 2010
The Kiski School 2003 — 2006
Jason Beccaris Jason Beccaris's Parallel Advisors Experience August 2009 - Present
Job Principal & Wealth Advisor at Parallel Advisors
Industry Financial Services
Experience
Parallel Advisors August 2009 - Present
Wells Fargo November 2007 - August 2009
Union Bank of California August 2006 - November 2007
Wells Fargo June 2003 - August 2006
Ernst & Young September 2000 - June 2003
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Investment Management, Financial Planners, Financial Advisory, Investments, Estate Planning, Asset Managment, Portfolio Management, Alternative Investments, Hedge Funds, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Insurance, Private Equity, Asset Allocation, Equities, Wealth Management...
Education
Temple University - James E. Beasley School of Law 1999 — 2000
LL.M, Estate Planning Certificate
Pennsylvania State University, The Dickinson School of Law 1993 — 1996
J.D.
University of Scranton 1989 — 1993
B.S., Finance
Parallel Advisors August 2009 - Present
Wells Fargo November 2007 - August 2009
Union Bank of California August 2006 - November 2007
Wells Fargo June 2003 - August 2006
Ernst & Young September 2000 - June 2003
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Investment Management, Financial Planners, Financial Advisory, Investments, Estate Planning, Asset Managment, Portfolio Management, Alternative Investments, Hedge Funds, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Insurance, Private Equity, Asset Allocation, Equities, Wealth Management...
Education
Temple University - James E. Beasley School of Law 1999 — 2000
LL.M, Estate Planning Certificate
Pennsylvania State University, The Dickinson School of Law 1993 — 1996
J.D.
University of Scranton 1989 — 1993
B.S., Finance
Reed Minuth Reed Minuth's Parallel Advisors Experience July 2011 - Present
Job Principal at Parallel Advisors, LLC
Industry Investment Management
Experience
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School