Parker Schultz Email & Phone Number

Associate, Wealth Advisor @ Sequoia Financial Group

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Parker Schultz Location

Boston, MA, US

Parker Schultz Work

2025 - now Associate, Wealth Advisor @ Sequoia Financial Group
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2025 - 2025 Wealth Management Analyst @ Sequoia Financial Group
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2024 - 2025 Customer Relationship Advocate @ Fidelity Investments

2023 - 2024 Operations Associate @ Pallas Capital Advisors
2023 - 2023 Equity Research Intern @ Northeast Equity Research Inc.

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Parker Schultz Education

Endicott College
Bachelor's degree (Finance, General)
2019 - 2023
Albany Academy
Diploma of Education
2015 - 2017

Parker Schultz Summary

Parker Schultz, based in Boston, MA, US, is currently a Associate, Wealth Advisor at Sequoia Financial Group. Parker Schultz brings experience from previous roles at Sequoia Financial Group, Fidelity Investments, Pallas Capital Advisors and Northeast Equity Research Inc.. Parker Schultz holds a 2019 - 2023 Bachelor's degree in Finance, General @ Endicott College. Parker Schultz has 1 emails on RocketReach.

Parker Schultz Emails

Found 1 emails

@sequoia-financial.com

Parker Schultz Phone Numbers

Found 1 phone numbers

+1 815-215-XXXX

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Top Sequoia Financial Group Employees

Joseph Glick

Chief Operating Officer at Sequoia Financial Group

Cleveland, OH, US
4
- gmail.com
- hotmail.com
- sbcglobal.net
- sequoia-financial.com
5+
- +1 440-452-XXXX
- +1 216-650-XXXX
- +91 22 6658 XXXX
- +1 440-937-XXXX
- +1 216-226-XXXX
- +1 440-808-XXXX
Michael Marhofer

Executive Vice President, Secretary and General Counsel at Sequoia Financial Group

Akron, OH, US
3
- yahoo.com
- msn.com
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- +1 216-570-XXXX
- +1 216-622-XXXX
- +1 330-350-XXXX
- +1 330-688-XXXX
- +1 216-570-XXXX
- +1 330-321-XXXX
Matthew Dunn

Chief Compliance Officer at Sequoia Financial Group

Cleveland, OH, US
2
- sequoia-financial.com
- carlsoncap.com
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- +1 440-506-XXXX
- +1 440-427-XXXX
- +1 216-334-XXXX
Ryan Heider

Vice President and Head of Strategic Initiatives at Sequoia Financial Group

Cleveland, OH, US
3
- gmail.com
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- carlsoncap.com
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- +1 412-638-XXXX
- +1 330-764-XXXX
Adam Hoffmann

Vice President, Portfolio Manager at Sequoia Financial Group

Minneapolis, MN, US
3
- gmail.com
- sequoia-financial.com
- carlsoncap.com
5
- +1 952-230-XXXX
- +1 507-645-XXXX
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