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
- 2023 -now Sr. Wealth Advisor @
- 2016 -2023 Managing Director and Senior Wealth Advisor @ National Investment Firms
- 2012 -2016 Director, Investment Strategy @
- 2009 -2012 Consultant, Director @
- 2002 -2008 Portfolio Manager (Cayman Islands) and Senior Manager, Strategy (Toronto) @
- 2001 -2001 Equity Research Investment Banker (summer of MBA) @
Cara Barr Education
- University of Toronto - Rotman School of Management
MBA (Finance)
- Queen's University
BA (Psychology/Marketing)
- The University of Edinburgh
(Played on the Varsity Women's Football (soccer) team)
- Queen's University
Bachelor of Arts - BA (Hons)
- Queen's University
Bachelor of Arts - BA (Honors)
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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Top Parallel Advisors, LLC Employees
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Principal and Head of Research and Trading
San Francisco, CA, US
Fred Molfino
Principal
San Francisco, CA, US
C.j. Rendic
Principal | Founder and CEO
San Francisco, CA, US
Kristin Atchison
Head of M and A - Principal - Parallel Advisors
Chicago, IL, US
William Clements
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Sangeetha Srinivasan
Chief Compliance Officer
San Francisco, CA, US
Jacob Schutt
Fidelity Tech Leaders Forum
California, United States
Michael Murray
Head of Firm Development
San Francisco, CA, US
Gary Bonner
Head of Operations and Technology, Principal
Nashville, TN, US
Salil Mehta
Director of Private Market Investments
Phoenix, AZ, US
Nikko Jocson
Technology Manager
San Francisco, CA, US
Ashley Stephenson
Director of Operations
Dallas, TX, US
Romain Geubelle
Principal - Director of Finance
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