2019 -
now Senior Investment Advisor @ Self-employed
2019 -
now Co-Founder @
2018 -
now Vice Chairman @
2011 -
now President Wealth Management @
1988 -
2011 President Private Client Group @
1985 -
1988 Account Executive @ EF Hutton & Co.
James Parrish Education
University of Kentucky
Master of Business Administration (MBA) (Finance, General)
1972
-
1974
Western Kentucy University
Bachelor of Science (B.S.) (Economics)
1968
-
1972
James Parrish Skills
Customer Service
Microsoft Office
Strategic Planning
Microsoft Excel
PowerPoint
Budgets
Public Speaking
Investments
New Business Development
Team Building
Sales Management
Series 7
Strategic Financial Planning
Negotiation
Wealth Management
Portfolio Management
Investment Advisory
James Parrish Summary
James Parrish, based in Memphis, Tennessee, United States, is currently a Co-Founder at Southern Edge Wealth Solutions. James Parrish brings experience from previous roles at Self-employed, B. Riley Wealth Management and Morgan Keegan & Company. James Parrish holds a 1972 - 1974 Master of Business Administration (MBA) in Finance, General @ University of Kentucky. With a robust skill set that includes Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint and more. James Parrish has 2 emails and 2 mobile phone numbers on RocketReach.
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