Samuel King Email & Phone Number
Chief Operating Officer and CCO @ Parcion Private Wealth
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Samuel King Location
- Seattle, WA, US
Samuel King Work
- Chief Operating Officer and CCO @ (April 2025 - Present)
- Chief Operating Officer @ (January 2022 - December 2024)
- Enterprise Program Director @ (January 2019 - March 2022)
- Independent Consultant @ Self-employed (January 2017 - December 2018)
- Vice President, Client Operations @ (March 2013 - October 2016)
- Vice President - Professional Services @ (March 2010 - March 2013)
- Senior Consultant @ (January 2008 - March 2010)
- Account Manager @ (March 2005 - January 2008)
- Managing Director @ PNW Mortgage (January 2004 - March 2005)
- Manager @ McDonald’s AE Restaurants Inc. (March 1998 - January 2004)
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, Self-employed 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 2 mobile phone numbers on RocketReach.
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Top Parcion Private Wealth Employees
Terry Cook
Managing Principal
Bellevue, WA, US
Stacee Kratovil
Senior Family Advisor
Kirkland, WA, US
Art Zaske
Chief Investment Officer
Sammamish, 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
Kalena Laurent
Senior Client Service Specialist
Kirkland, WA, US
Stan Hall
Director Of Marketing
Seattle, WA, US
Jacob Champoux
Customer Service Specialist
United States
Kevin Penner
Senior Manager, Advisory | Senior Family Advisor
Kirkland, WA, US
Ashlyn O'Keefe
Client Service Specialist
Seattle, WA, US
Nathan Mumford
Portfolio Manager
Bellevue, WA, US
Jack Dolan
Senior Research Analyst
Seattle, WA, US
Jennifer Nagai
Principal | Sr Client Service Specialist
Bellevue, WA, US
Tyler Rockwell
Family Advisor Associate
Bellevue, WA, US
Abbey Miller
Family Advisor
Seattle, WA, US
Kathleen J.
Front Office + Events Coordinator
Kirkland, WA, US
Zack Cleveland
Senior Family Advisor
Kirkland, WA, US
Peter Barnes
Family Advisor
Bellevue, WA, US
Lauren Feldman
Director of Finance And Operations
Kirkland, WA, US
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