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 School of Management
Master of Finance (Banking, Corporate, Finance, and Securities Law)
1993-1996
Southern New Hampshire University
BA (Business)
1990-1993
Paula Parrish Skills
Wealth Management
Asset Managment
Risk Management
Investments
Economic Research
Finance
Portfolio Management
Financial Modeling
Fixed Income
Financial Services
Strategy
Securities
Insurance
Mutual Funds
Management
Series 7
Leadership
Project Management
Customer Service
Business Development
Salesforce
Retirement Income Strategies
Team Building
Alternative Investments
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 Wealth Management, Asset Managment, Risk Management, Investments, Economic Research and more. Paula Parrish has 3 emails and 2 mobile phone numbers on RocketReach.
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