Assistant Vice President @ (January 2022 - December 2025)
Principal, Oversight and Supervision @ (March 2020 - December 2025)
Branch Operations Manager @ (December 2014 - March 2020)
Branch Service Representative @ (September 2013 - November 2014)
Client Associate @ (September 2010 - August 2012)
Private Client Specialist @ (July 2007 - September 2010)
Financial Representative @ (July 2006 - July 2007)
Rachel Parrish Education
The University of Texas at Austin
Bachelors (Chi Omega, Plan II)
2001-2005
Rachel Parrish Skills
Operations
Series 63
Portfolio Management
Training
Uniform Combined State
Series 7
Series 24
Leadership
Uniform Combined State Law
Management
Tax
Microsoft Word
Rachel Parrish Summary
Rachel Parrish, based in Paramus, NJ, US, is currently a VP, Assistant Branch Manager at Charles Schwab. Rachel Parrish brings experience from previous roles at E*TRADE from Morgan Stanley. Rachel Parrish holds a 2001 - 2005 Bachelors in Chi Omega, Plan II @ The University of Texas at Austin. With a robust skill set that includes Operations, Series 63, Portfolio Management, Training, Uniform Combined State and more. Rachel Parrish has 6 emails and 6 mobile phone numbers on RocketReach.
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