Parker Osullivan
- Role
- Vice President, Wealth Advisor at Farther
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Parker Osullivan
With almost two decades of industry experience, I am a fee-only financial advisor…
Experience
Vice President, Wealth Advisor
Feb 2022 — Present
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
Skills
- Manage Client Relationships
- Institutional Investments
- Hedge Funds
- Portfolio Management
- Asset Allocation
- Databases
- Private Clients
- Mutual Funds
- Pertrac
- Equity Research
- Salesforce
- Factset
- Rfi
- Product Marketing
- Bloomberg
- Apl
- Rfp Preparation
- Investments
- Excel
- Institutional Clients
- Alternative Investments
- Wealth Management Services
- Equities
- Presentation Materials
- Ms Office Suite
- Crm Software
- Investment Strategies
- Investment Management
- Private Equity
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