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
- Queen's University
- The University of Edinburgh
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 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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Others Named Cara Barr
Cara Barr
Sr. Wealth Advisor
San Francisco, CA, US
Top Parallel Advisors, LLC Employees
Joan Schriger
Firm Development Director
Dallas, TX, US
Fred Molfino
Principal
San Francisco, CA, US
Cara Barr
Sr. Wealth Advisor
San Francisco, CA, US
Kristin Atchison
Head of M and A - Principal - Parallel Advisors
Chicago, IL, US
Victor Liao
Principal
San Francisco, CA, US
Michael Murray
Head of Firm Development
San Francisco, CA, US
Lucas Hatch
Principal
San Francisco, CA, US
Heather Katzenstein
Trust Services Director
Los Angeles, CA, US
Ashley Stephenson
Director of Operations
Dallas, TX, US
Romain Geubelle
Principal - Director of Finance
San Francisco, CA, US
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