Profil
Mr. Jerry E.
Rendic is a Chief Executive Officer at Parallel Advisors LLC.
Prior to founding Parallel Advisors in 2006, he started his financial services career in 1992.
He worked as a Financial Advisor at UBS Financial Services Inc., Registered Representative from Northwestern Mutual Investment Services, an Analyst from Accenture, Los Angeles, and an Institutional Municipal Bond Broker from Hartfield, Titus & Donnelly.
He received his BA, Economics degree from the University of California and an MBA from London Business School.
Postes actifs de C.J. Rendic
Sociétés | Poste | Début |
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Parallel Advisors LLC
Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Directeur Général | 27/01/2006 |
Formation de C.J. Rendic
University of California | Undergraduate Degree |
London Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Parallel Advisors LLC
Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Finance |