Cara Barr Email & Phone Number
Sr. Wealth Advisor @ Parallel Advisors, LLC
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Cara Barr Location
- San Francisco, CA, US
Cara Barr Work
- Sr. Wealth Advisor @ (July 2023 - Present)
- Managing Director and Senior Wealth Advisor @ National Investment Firms (June 2016 - April 2023)
- Director, Investment Strategy @ (March 2012 - June 2016)
- Consultant, Director @ (January 2009 - January 2012)
- Portfolio Manager (Cayman Islands) and Senior Manager, Strategy (Toronto) @ (January 2002 - January 2008)
- Equity Research Investment Banker (summer of MBA) @ (January 2001 - January 2001)
Cara Barr Education
- University of Toronto - Rotman School of Management
MBA (Finance)
- The University of Edinburgh
(Year Abroad)
- Queen's University
BA (Psychology/Marketing)
- Queen's University
Bachelor of Arts - BA (Honors) (Played on the Varsity Women's Football (soccer) team)
- Queen's University
Bachelor of Arts - BA (Hons)
Cara Barr Skills
- Finance
- Microsoft Excel
- Marketing
- SAN
- Investment Management
- Business Development
- Sales
- Financial Analysis
- MBA
- Strategy
- Portfolio Management
- Banking
- Wealth Management Products and Fees
- Financial Planning
- Successfully Integrated International Banks
- Financial Modeling
- Investments
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Turned Multiple Startups Profitable With Business Plan
- Business Planning
- Strategic Financial Planning
- Asset Management
- Wealth Management and Strategy Guru
- Management
- Venture Capital
- Mergers and Acquisitions
- Strategy and Launch
Cara Barr Summary
- Cara Barr, based in San Francisco, CA, US, is currently a Sr. Wealth Advisor at Parallel Advisors, LLC. Cara Barr brings experience from previous roles at National Investment Firms, BlackRock, Silicon Valley Bank, Franklin Templeton Investments, Wells Fargo Wealth Manageme and RBC Investments. Cara Barr holds a MBA in Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Finance, Microsoft Excel, Marketing, SAN, Investment Management and more. Cara Barr has 3 emails and 1 mobile phone numbers on RocketReach.
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