Profiel
Mr. Jerry E.
Rendic is a Chief Executive Officer at Parallel Advisors LLC.
Prior to founding Parallel Advisors in 2006, he started his financial services career in 1992.
He worked as a Financial Advisor at UBS Financial Services Inc., Registered Representative from Northwestern Mutual Investment Services, an Analyst from Accenture, Los Angeles, and an Institutional Municipal Bond Broker from Hartfield, Titus & Donnelly.
He received his BA, Economics degree from the University of California and an MBA from London Business School.
Actieve functies van C.J. Rendic
Bedrijven | Functie | Begin |
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Parallel Advisors LLC
Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Algemeen Directeur | 27-01-2006 |
Opleiding van C.J. Rendic
University of California | Undergraduate Degree |
London Business School | Masters Business Admin |
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Parallel Advisors LLC
Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Finance |