Larry Parente Email & Phone Number
Executive Director - Family Office Resources @ Morgan Stanley
5 free lookup(s).
Larry Parente Location
- San Diego, CA, US
Larry Parente Work
- 2025 - now Executive Director - Family Office Resources @
- 2023 - now President @ Parente Enterprise Management, Inc.
- 2022 - 2023 Senior Wealth Advisor (Interim) @
- 2018 - 2022 Senior Vice President, Private Client Advisor @
- 2018 - 2019 Senior Financial Advisor @
- 2017 - 2018 Director, Private Wealth Advisor @ MUFG Union Bank
- 2016 - 2017 Senior Wealth Advisor @
- 2013 - 2015 Principal, Senior Wealth Advisor @
- 2007 - 2013 Senior Vice President, Senior Trust Specialist @
- 2003 - 2007 Senior Vice President, Senior Trust Officer @
Larry Parente Education
- Golden Gate University
Juris Doctorate Degree
1994 - 1997 - State University of New York System
Bachelor's Degree
1990 - 1993
Larry Parente Skills
- Series 7
- Wealth Management
- Retirement Planning
- Equities
- Fixed Income
- Series 63
- Investments
- Bloomberg
- Mutual Funds
- Wealth
- Portfolio Management
- High Net Worth Individuals
- Alternative Investments
- Asset Allocation
- Asset Management
- Credit
- Estate Planning
- Wealth Management Services
- High Net Worth
- Litigation
- Business Development
- SAN
- Microsoft Office
- Financial Analysis
- Services
- Offers
Larry Parente Summary
- Larry Parente, based in San Diego, CA, US, is currently a Executive Director - Family Office Resources at Morgan Stanley. Larry Parente brings experience from previous roles at Parente Enterprise Management, Inc., Carmel Capital Partners, Bank of America Private Bank and Merrill Lynch. Larry Parente holds a 1994 - 1997 Juris Doctorate Degree @ Golden Gate University. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income and more. Larry Parente has 2 emails and 1 mobile phone numbers on RocketReach.
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