James A. Parrish
Co-Founder at Southern Edge Wealth Solutions
- Role
- Vice Chairman at B. Riley Wealth Management
- Location
- Panama City, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About James A. Parrish
Experienced Wealth Manager with a demonstrated history of working in the financial…
Experience
Vice Chairman
Jul 2018 — Present · Memphis, TN, US
Education
University of Kentucky
Master of Business Administration (MBA), Finance, General
1972 — 1974
Western Kentucy University
Bachelor of Science (B.S.), Economics
1968 — 1972
Skills
- Series 7
- Strategic Planning
- Customer Service
- Public Speaking
- New Business Development
- Negotiation
- Portfolio Management
- Wealth Management
- Budgets
- Strategic Financial Planning
- Powerpoint
- Microsoft Excel
- Investment Advisory
- Investments
- Team Building
- Sales Management
- Microsoft Office
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