Neil Parekh
- Role
- Wealth Management Consultant at RBC Wealth Management
- Location
- Sunnyvale, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Consultant
Oct 2024 — Present · San Francisco, CA, US
Skills
- Estate Planning
- Investment Advisory
- Series 7
- Portfolio Management
- Loans
- Asset Allocation
- Banking
- Wealth Management
- Wealth Management Services
- Relationship Management
- Credit
- Financial Modeling
- Private Banking
- Investments
- Fixed Income
- Strategy
- Investment Management
- Asset Management
- Financial Services
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