Parker O'Sullivan's Location
San Francisco, CA, US
Parker O'Sullivan's Work
- Vice President, Wealth Advisor @ Farther Finance
- Director of Business Development, 401(k) Plan Advisor @ Sierra Pacific Financial Advisors, LLC
- Head Of Sales @ Insight Wealth Strategies, LLC
- Certified Ski Instructor @ Vail Resorts
- Associate Director @ Lateef Investment Management
- Associate @ Cambridge Associates
- Associate @ Kayne Anderson Capital Advisors, L.P.
- Associate @ Nuveen, a TIAA company
- Intern @ Canterbury Consulting
Parker O'Sullivan's Education
- UC Santa Barbara
Bachelor of Arts - BA (History)
- University of California, Berkeley
Certificate Program in Personal Financial Planning
2022 - 2024 - Palos Verdes High School
Parker O'Sullivan's Skills
- Alternative Investments
- Product Marketing
- RFP preparation
- Apl
- Salesforce
- Private Clients
- Wealth Management Services
- Manage Client Relationships
- Portfolio Management
- Pertrac
Parker O'Sullivan's Summary
Parker O'Sullivan, based in San Francisco, CA, US, is currently a Vice President, Wealth Advisor at Farther, bringing experience from previous roles at Sierra Pacific Financial Advisors, LLC, Insight Wealth Strategies, Vail Resorts and Lateef Investment Management. Parker O'Sullivan holds a Bachelor of Arts - BA in History @ UC Santa Barbara. With a robust skill set that includes Alternative Investments, Product Marketing, RFP preparation, Apl, Salesforce and more, Parker O'Sullivan contributes valuable insights to the industry. Parker O'Sullivan has 1 email and 1 mobile phone number on RocketReach.
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