Parker Philpot

Financial Advisor @Ty J. Young Inc. Wealth Management

Atlanta, GA, US
EMAILS
p••••••••@tyjyoung.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2014 — Present

Financial Advisor @Ty J. Young Inc. Wealth Management

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Atlanta, GA, US

Perform detailed financial and market analysis in order to advise for long term wealth management• Manage accounts nationwide, while generating new prospective clients• Work with existing and potential clients to formulate plans to meet their financial goals • Analyze clients individual financial situation in order to customize portfolios to maximize profits• Advise clients on account performance ensuring that the clients needs aligned with projected product results

EDUCATION

2009 — 2013

The University of Alabama

Bachelor of Science (BS), Business Administration

SKILLS

Cold CallingSalesforce.comFundraisingSocial NetworkingSocial Media MarketingMicrosoft OfficeSalesPowerpointLeadershipEvent ManagementEvent PlanningSportsFacebookFootballTeamworkBusinessDirect SalesSocial MediaCoachingMarketingTime Management

ABOUT PARKER PHILPOT

Senior Advisor at Ty J. Young Inc.

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