Parallel Advisors, LLC
0 followers
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Day... Read more
Org chart
CJ Rendic
Founder & CEO
CJ Rendic
Collapse
Stacey Blalock
Principal And Director Of M&a Integration
Sangeetha Srinivasan Mba
Chief Compliance Officer
Dashiell Thompson Cpa, Cgma
Head Of Tax
Michael Aldrich
Chief Operating Officer
Ankit Kundaria
Senior Investment Operations Manager
Kevin Williamson
Trading Manager
Michael Murray
Head Of Firm Development
Jennifer Akers
Wealth Strategist
Ashley Zehrung
Wealth Managment Intern
Austin Witherill
Wealth Planning Associate
Bridget McGuire
Wealth Advisor
Ivan Lancaster
Wealth Planner
Kyte Crigger
Wealth Strategy Associate
Marielle Woods Thompson
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Cfp® Michael Ma, Msfs, Chfc
Principal, Cfp®
Tanner Wraa
Wealth Strategist Associate
Conner Grams
Summer Intern
Yifan Gong (He/Him/His)
Manager, Talent & Culture
