Amy Parvaneh 🦋 Email & Phone Number

Irvine, California, Us

Select Advisors is one of the nation’s top and longest-serving Growth Consulting organizations, exclusively serving the financial, tax and legal industries. Since 2014, we have provided the following services to our clients:-Branding and Marketing Strategy Development-Website, brochure and marketing collateral design and implementation -Sales coaching, training and consulting -Program development to revamp a team's sales process-Mergers and Acquisitions strategy-SEO, blog writing, video content, event planning, social media, and much more under our Outsourced Chief Marketing Officer Program-Family Office and Ultra High Net Worth strategies-Lead generation and referral process developmentLearn more by visiting www.select-advisors.com

Referralytics is a proprietary research process that helps professionals get more referrals through analytics.By researching who your clients, prospects, COI's and friends KNOW, you're able to be more proactive in how you get referrals.Rather than asking "if you know anyone, send them our way", why not say "I saw this person who happens to be on your board just sold his $10MM home; would you be able to introduce them to me?"Learn more here: www.select-advisors.com/referralytics

Select Talent Advisors:1) Supports a small group of influencers receive sponsorship and collaboration opportunities2) Is a one-stop solution for schools and organizations who want to host their own Talent Show but don't have the tools and resources to pull it off

Co-founded alongside one of Orange County's most established philanthropists, our mission is to provide a think tank platform to some of OC's biggest givers in order to discuss and share ideas around philanthropy. We provide a venture capital model to the idea of philanthropy, sharing ideas and trends in the area of impact investing, giving and helping our society.

Malibu, Ca, Us

I taught within the Master's of Applied Finance as a Faculty Professor. Subjects taught included trends in the investment management industry, fee structures in wealth management, portfolio management strategies, derivatives, and risk management.

Newport Beach, California, Us

• Worked directly with the CEO's and CIOs of 100's of wealth managers across the U.S. • Consulted and advised wealth managers on vetting and analyzing asset management products.• Responsibilities included writing reports and speaking with advisors on market trends, competitive landscape, portfolio positioning, performance attributes, fees, and trading approaches.

New York, New York, Us

• Advised high net-worth individuals from around the world on their family's wealth management and financial planning goals.• Responsibilities included portfolio review, asset allocation, lending, tax-loss harvesting, hedge fund manager monitoring, fixed income portfolio customization, cash management, trading, and a multitude of other areas in investment management.

New York, Ny, Us

Taught about portfolio management and the wealth management industry

Montreal, Qc, Ca

Covered Machinery and Multi-Industry Sectors

New York, New York, Us

Advised CEOs, CFOs, Treasurers, Heads of M&A and Strategy, and Board of Directors on financial and strategic development and transaction execution.

Master Of Business Administration (M.B.A.)

Master Of Business Administration (Mba), Luxury Brand Management

Bachelor Of Business Administration (Bba), Business/Managerial Economics

Education record