Parker Manson
Alpharetta,MI
Summary
Financial management professional with 7+ years of experience in wealth management and investment strategies, adept at optimizing tax trading and fostering strong client relationships. Skilled in leveraging technology platforms like Tableau and Salesforce to enhance financial planning and streamline operations. Committed to driving innovative solutions and strategic growth in financial services, with a proven track record of success in client service and cross-functional collaboration.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Trading Specialist/ Client Manager
Orion Advisor Solutions
08.2022 - Current
- Collaborate with clients to optimize investment models and trade settings for efficiency
- Conduct regular client meetings to align on technology use and investment strategies
- Facilitate seamless client transitions to Orion, enhancing platform adoption
- Address client concerns proactively, fostering trust and long-term relationships
- Manage comprehensive trading operations for stocks, bonds, and mutual funds while optimizing platform transitions and investment model configurations for enterprise clients
- Drive client success through strategic platform implementations, customized trading solutions, and proactive service optimization
Investment Specialist /Onboarding Coordinator
Facet Wealth
04.2021 - 08.2022
- Orchestrated seamless portfolio transitions by developing tax-efficient trading strategies and implementing new investment models
- Facilitated comprehensive financial planning by coordinating with advisors, tax specialists, and estate planners and delivered holistic plan to clients to achieve client objectives
- Strengthened client portfolio performance through systematic reviews and strategic adjustments aligned with market conditions
- Developed and implemented automated trading protocols for client accounts, reducing manual processing time while maintaining portfolio accuracy
- Optimized investment operations through strategic software implementation, streamlining portfolio management and enhancing client service delivery
- Streamlined client onboarding workflow through cross-functional collaboration, enhancing operational efficiency and client satisfaction
Client Service Manager
Savant Wealth Management
09.2020 - 04.2021
- Managed complex financial portfolios for high-net-worth clients, delivering personalized investment strategies and risk management solutions
- Executed comprehensive internal audits with COO, identifying process improvements and implementing strategic operational enhancements
- Streamlined investment portfolio management processes by implementing systematic risk assessment protocols
- Led comprehensive operational audits that uncovered efficiency gaps and implemented targeted solutions for enhanced service delivery
- Orchestrated seamless advisor transitions through strategic planning and robust communication frameworks, maintaining client satisfaction
Assocaite Private Client Banker
J.P. Morgan Chase
04.2018 - 09.2021
- Advised clients on banking products, enhancing financial strategies and solutions
- Analyzed financial statements, providing insights for small businesses and individuals
- Cultivated client relationships through consistent communication and follow-ups
- Worked with teams to ensure exceptional service delivery across departments
- Led cross-functional initiatives with wealth management, lending, and investment teams to create tailored financial solutions for complex client needs
Education
BBA - Finance
Georgia State University
Atlanta, GAMBA - Finance
University of North Georgia
Dahlonega, GA05-2025
Skills
- Investment Management
- Relationship Management
- Tax Trading
- Financial Planning
- Wealth Management
- Client Onboarding
- Portfolio Optimization
- Client Engagement
- Operational Efficiency
- Salesforce
- Orion
- Microsoft Suite
- Google Suite
- Evestnet
- Tableau
- Dynamics CRM
Certification
FINRA Series 65 - CRD: 7664737
Timeline
Senior Trading Specialist/ Client Manager
Orion Advisor Solutions
08.2022 - Current
Investment Specialist /Onboarding Coordinator
Facet Wealth
04.2021 - 08.2022
Client Service Manager
Savant Wealth Management
09.2020 - 04.2021
Assocaite Private Client Banker
J.P. Morgan Chase
04.2018 - 09.2021
FINRA Series 65 - CRD: 7664737
BBA - Finance
Georgia State University
MBA - Finance
University of North Georgia
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