Cara B. is a seasoned Senior Wealth Advisor with extensive experience in investment management and financial planning. Previously, they held key roles at RBC Investments, Silicon Valley Bank, BlackRock, and several national investment firms, where they developed innovative wealth strategies and oversaw significant asset management initiatives. Cara has contributed to the growth of large investment platforms, advised institutional clients, and championed socially responsible investing initiatives. Currently, they focus on providing tailored financial strategies at Parallel Advisors, complemented by ongoing studies for an MBA in Finance at the University of Toronto's Rotman School of Management.
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