Samuel King Email & Phone Number
Chief Operating Officer and CCO @ Parcion Private Wealth
5 free lookup(s).
Samuel King Location
- Seattle, WA, US
Samuel King Work
- 2025 -now Chief Operating Officer and CCO @
- 2022 -2024 Chief Operating Officer @
- 2022 -2024 Chief Operating Officer @
- 2019 -2022 Enterprise Program Director @
- 2013 -2016 Vice President, Client Operations @
- 2010 -2013 Vice President - Professional Services @
- 2008 -2010 Senior Consultant @
- 2005 -2008 Account Manager @
- 2004 -2005 Managing Director @ PNW Mortgage
- 1998 -2004 Manager @ McDonald’s AE Restaurants Inc.
Samuel King Education
- Washington State University
Business Administration (Finance)
Samuel King Skills
- Client Relations
- Technical Specialists
- Operational Planning
- Customer Retention
- Service Delivery
- Strategic Planning
- Global Delivery
- Customer Communication
- Cross-functional Team Leadership
- C-Level
- Operational Excellence
- Executive Team
- Strategic Leadership
- Executive Management
- Change Management
- Business Strategy
- Communication
- Leadership
- Client Success
- Operations Management
- Software as a Service (SaaS)
- Portfolio Management
- Asset Managment
- Investments
- Wealth Management
- Business Analysis
- Product Management
- Trading
- Process Improvement
- Software Project Management
- Asset Allocation
- Financial Services
- Mutual Funds
- Investment Advisory
- Relationship Management
- Securities
- Equities
- CRM
- Management
- Investment Management
- SaaS
- Software Implementation
- Investment Strategies
- Project Management
- Finance
- Management Consulting
- Enterprise Software
- Financial Advisory
- Client Services
- Financial Modeling
- Strategy
- Microsoft CRM
- Asset Management
- Hedge Funds
- Risk Management
- Financial Analysis
- Alternative Investments
- Retirement Planning
- Salesforce.com
- Customer Relationship Management (CRM)
- Analysis
- Fixed Income
- Series 7
- SDLC
- Bloomberg
- Banking
- Marketing
- Credit
- Services
- Customer Relationship Management
Samuel King Summary
- Samuel King, based in Seattle, WA, US, is currently a Chief Operating Officer and CCO at Parcion Private Wealth. Samuel King brings experience from previous roles at Private Client Resources, Addepar and Envestnet, Inc. Samuel King holds a Business Administration in Finance @ Washington State University. With a robust skill set that includes Client Relations, Technical Specialists, Operational Planning, Customer Retention, Service Delivery and more. Samuel King has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Parcion Private Wealth Employees
Stacee Kratovil
Senior Family Advisor
Kirkland, WA, US
Art Zaske
Chief Investment Officer
Sammamish, WA, US
Daniel Walker
Senior Family Advisor
Bainbridge Island, WA, US
Lori Lansing
Client Service Specialist
Kirkland, WA, US
Samuel King
Chief Operating Officer and CCO
Seattle, WA, US
Shay Frederickson
Senior Client Service Specialist
Kirkland, WA, US
Heather Thiessen
Relationship Development Manager
Kirkland, WA, US
Stan Hall
Director Of Marketing
Seattle, WA, US
Jack Dolan
Senior Research Analyst
Seattle, WA, US
Jennifer Nagai
Principal | Sr Client Service Specialist
Bellevue, WA, US
Abbey Miller
Family Advisor
Seattle, WA, US
Kathleen Carbone
Chief Advisory Officer | Principal
Bellevue, WA, US
Zack Cleveland
Senior Family Advisor
Kirkland, WA, US
Peter Barnes
Family Advisor
Bellevue, WA, US
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