Paula Parrish Email & Phone Number
Wealth Management Advisor @ BlueLine Advisors, LLC
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Paula Parrish Location
- Rye, NH, US
Paula Parrish Work
- Wealth Management Advisor @ (August 2026 - Present)
- Senior Wealth Advisor @ (May 2021 - August 2025)
- Senior Vice President Private Wealth Management Advisor at Clarfeld | Citizens Private Wealth @ (April 2018 - June 2022)
- Northeast Regional Vice President, AXA Advisors, LLC @ AXA Financial (November 2017 - April 2018)
- Investment Solutions @ (January 2015 - November 2017)
- Financial Advisor @ (August 2013 - January 2015)
- Director Product @ (September 2010 - April 2013)
- Financial Adviser @ (June 2009 - October 2010)
- Director Digital Transformation @ (October 1993 - March 2009)
- Registered Investment Advisor @ (April 2007 - January 2008)
Paula Parrish Education
- Suffolk University
MSF (Finance)
1993-1996 - Suffolk University - Sawyer Business School
Master of Finance (Banking, Corporate, Finance, and Securities Law)
1993-1996 - Southern New Hampshire University
BA (Business)
1990-1993
Paula Parrish Skills
- Active Listening
- Alternative Investments
- Analytical Skills
- Asset Managment
- Certified Financial Planner
- Communication
- Economic Research
- Family Wealth Management
- Finance
- Financial Modeling
- Financial Services
- Fixed Income
- Independent Financial Advice
- Insurance
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Private Wealth Management
- Problem Solving
- Retirement Income Strategies
- Risk Management
- Salesforce
- Securities
- Series 65
- Series 7
- Strategic Business Development
- Strategy
- Technical Understanding
- Wealth Management
- Project Management
- Customer Service
- Business Development
- Team Building
Paula Parrish Summary
- Paula Parrish, based in Rye, NH, US, is currently a Wealth Management Advisor at BlueLine Advisors, LLC. Paula Parrish brings experience from previous roles at Ally, Clarfeld | Citizens Private Wealth, AXA Financial and Fidelity Investments. Paula Parrish holds a 1993 - 1996 MSF in Finance @ Suffolk University. With a robust skill set that includes Active Listening, Alternative Investments, Analytical Skills, Asset Managment, Certified Financial Planner and more. Paula Parrish has 2 emails and 2 mobile phone numbers on RocketReach.
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