Parallel Advisors, LLC
Parallel Advisors, LLC
150 Spear Street
Suite 950
San Francisco, CA 94105
Toll Free 866-627-6984
Fa...
Parallel Advisors, LLC
Parallel Advisors, LLC
150 Spear Street
Suite 950
San Francisco, CA 94105
Toll Free 866-627-6984
Fa...
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Nathan Kish Parallel Reference Letter

Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - Nathan Kish Parallel Reference Letter

  • 1. Parallel Advisors, LLC Parallel Advisors, LLC 150 Spear Street Suite 950 San Francisco, CA 94105 Toll Free 866-627-6984 Fax 415-520-9659 www.paralleladvisors.com January 6, 2016 To Whom It May Concern: My name is Jason Beccaris. I am a Principal and the Chief Planning Officer at a Registered Investment Advisory Firm named Parallel Advisors. We are a nationally ranked RIA that manages over $1 billion of assets for families, trusts and charitable entities and have offices in San Francisco, Denver and Dayton. As a firm, one of the new initiatives in 2015 was to build out our Financial Planning Group, as this is the core foundation for building comprehensive investment strategies. As we kicked off the group during the summer, having a qualified and highly motivated intern was key in smoothing out the transition to our first full time hire within the group. We were also bringing on new advisors at this time and needed assistance with new client onboarding. All of these things made this past summer’s intern hire all the more critical. Nathan Kish came to me with a strong desire to learn about the wealth management business from both the operational and client servicing parts of the business and was really a perfect fit. Some of the tasks that Mr. Kish performed included the following: - Financial Planning Using Money Guide Pro (MGP) Software to build comprehensive plans based on data and notes from the advisors. These plans included retirement planning, asset allocation modeling, insurance, tax and estate planning; - Helped analyze client’s existing investment strategy and asset allocations; - Created client records in our CRM, including entering in follow up notes, and uploading documents - Performed stock research - Helped with the inputs for income tax projections - Worked with Operations to open and transfer accounts into Parallel - Worked with our Marketing group to help build brand recognition on marketing projects - Created a best practices document that included templates and forms from our advisers to help us better leverage the collective knowledge of the firm. Parallel Advisors, LLC
  • 2. Parallel Advisors, LLC Parallel Advisors, LLC 150 Spear Street Suite 950 San Francisco, CA 94105 Toll Free 866-627-6984 Fax 415-520-9659 www.paralleladvisors.com Nathan worked extremely hard learning what it takes to become a successful investment advisor and operations administrator. He performed all tasks in both an efficient and accurate manner. He showed strong interpersonal skills in working with the firm’s staff and advisors. Nathan became a company favorite and real resource for helping reduce the work load. I look forward to watching Nathan grow his skills within the financial service sector and would be excited to have him back at Parallel. Feel free to call me to discuss at 415.718.9190. Sincerely, Jason M. Beccaris, JD Principal Chief Planning Officer Parallel Advisors, LLC

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