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Ted Parchman Location
Cincinnati, OH, US
Ted Parchman Work
Director of Investment Management @ (January 2025 - Present)
Sr. Portfolio Manager and Shareholder @ (January 2020 - January 2025)
Sr. Portfolio Manager @ (January 2019 - January 2020)
Portfolio Manager @ (January 2015 - January 2019)
Investment Associate @ (April 2011 - January 2015)
Pricing Analyst @ (June 2010 - March 2011)
Home Loan Specialist III @ (June 2009 - August 2009)
Ted Parchman Education
Miami University
Finance
2006-2010
St. Xavier High School 2003-2006
Ted Parchman Skills
Chartered Financial Analyst
Investments
Portfolio Management
Financial Analysis
Microsoft Excel
Data Analysis
Financial Modeling
Microsoft Office
Customer Service
Valuation
Mutual Funds
Wealth Management
Financial Statements
Finance
Account Management
Investment Strategies
Ted Parchman Summary
Ted Parchman, based in Cincinnati, OH, US, is currently a Director of Investment Management at Truepoint Wealth Counsel. Ted Parchman brings experience from previous roles at Truepoint Wealth Counsel. Ted Parchman holds a 2006 - 2010 Finance @ Miami University. With a robust skill set that includes Chartered Financial Analyst, Investments, Portfolio Management, Financial Analysis, Microsoft Excel and more. Ted Parchman has 3 emails and 2 mobile phone numbers on RocketReach.
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