Volunteer @ Mentoring Program (March 2011 - June 2011)
Financial Planning Analyst @ (June 2009 - February 2011)
LDP Associate @ (January 2009 - June 2009)
Aaron Parrish Education
Appalachian State University
Bachelor of Science (B.S.) (Finance and Banking)
2004-2008
Aaron Parrish Skills
Strategic Financial Planning
Asset Allocation
Wealth Management
Investments
Project Management
Microsoft Office
Finance
Public Speaking
Research
Retirement Planning
Microsoft Word
Risk Management
Portfolio Management
Investment Advisory
Aaron Parrish Summary
Aaron Parrish, based in Greensboro, NC, US, is currently a President at Level Wealth Management. Aaron Parrish brings experience from previous roles at Triad Financial Advisors, Inc, Independent Wealth Management, Mentoring Program and BB&T. Aaron Parrish holds a 2004 - 2008 Bachelor of Science (B.S.) in Finance and Banking @ Appalachian State University. With a robust skill set that includes Strategic Financial Planning, Asset Allocation, Wealth Management, Investments, Project Management and more. Aaron Parrish has 1 emails and 2 mobile phone numbers on RocketReach.
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