Amy Parvaneh 🦋

Amy Parvaneh 🦋 Email and Phone Number

LinkedIn Top Voice | Chief Marketing Officer to 100's of Businesses | Ask about my favorite financial advisors, lawyers and CPAs @ Select Advisors Institute
Amy Parvaneh 🦋's Location
Newport Beach, California, United States, United States
Amy Parvaneh 🦋's Contact Details

Amy Parvaneh 🦋 personal email

n/a

Amy Parvaneh 🦋 phone numbers

About Amy Parvaneh 🦋

Celebrating over TEN YEARS of Modernizing, Rebranding and Enhancing the Sales and Communication Strategies of nearly 1,000 Financial, Accounting and Legal Teams and Firms!!!Approved marketing vendor on Schwab Affinity Services Program!Services for Include:➡ Branding, Renaming and Messaging➡ Website design➡ Every component of organic marketing➡ Client and COI Referrals➡ Sales Coaching and Training➡ Content (blog/video/podcast) creation➡ Social media marketinghttps://www.youtube.com/amyparvanehhttps://www.select-advisors.com

Amy Parvaneh 🦋's Current Company Details
Select Advisors Institute

Select Advisors Institute

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LinkedIn Top Voice | Chief Marketing Officer to 100's of Businesses | Ask about my favorite financial advisors, lawyers and CPAs
Amy Parvaneh 🦋 Work Experience Details
  • Select Advisors Institute
    Founder And Chief Executive Officer
    Select Advisors Institute Jan 2014 - Present
    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
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  • Money In Motion
    Founder And Ceo
    Money In Motion Jan 2023 - Present
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  • Referralytics™️ By Select Advisors
    Founder
    Referralytics™️ By Select Advisors Jan 2016 - Present
    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
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  • Select Talent Advisors
    Founder
    Select Talent Advisors Jan 2023 - Present
    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
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  • Orange County Institute For Innovative Philanthropy
    Co-Founder And Board Member
    Orange County Institute For Innovative Philanthropy Jan 2018 - Mar 2021
    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.
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  • Pepperdine University
    Faculty Professor - Wealth Management
    Pepperdine University Mar 2014 - Jul 2015
    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.
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  • Pimco
    Account Manager
    Pimco Sep 2011 - Mar 2014
    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.
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  • Goldman Sachs
    Private Wealth Manager
    Goldman Sachs Aug 2006 - Aug 2011
    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.
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  • Baruch College
    Adjunct Professor - Wealth Management
    Baruch College Jan 2009 - Jun 2010
    New York, Ny, Us
    Taught about portfolio management and the wealth management industry
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  • Bear Stearns & Co.
    Equity Research Associate
    Bear Stearns & Co. Sep 2002 - Aug 2004
    Montreal, Qc, Ca
    Covered Machinery and Multi-Industry Sectors
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  • Citi
    Investment Banking Analyst
    Citi Aug 2001 - Aug 2002
    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.
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Amy Parvaneh 🦋 Skills

Investments Asset Management Portfolio Management Hedge Funds Fixed Income Investment Management Wealth Management Equities Financial Advisory Investment Banking Financial Modeling Asset Allocation Private Equity Financial Analysis Financial Services Wealth Management Services Derivatives Due Diligence Corporate Finance Capital Markets

Amy Parvaneh 🦋 Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Master Of Business Administration (M.B.A.)
  • Essec Business School
    Essec Business School
    Luxury Brand Management
  • Stony Brook University
    Stony Brook University
    Business/Managerial Economics
  • Great Neck North
    Great Neck North

Frequently Asked Questions about Amy Parvaneh 🦋

What company does Amy Parvaneh 🦋 work for?

Amy Parvaneh 🦋 works for Select Advisors Institute

What is Amy Parvaneh 🦋's role at the current company?

Amy Parvaneh 🦋's current role is LinkedIn Top Voice | Chief Marketing Officer to 100's of Businesses | Ask about my favorite financial advisors, lawyers and CPAs.

What is Amy Parvaneh 🦋's email address?

Amy Parvaneh 🦋's email address is am****@****ors.com

What is Amy Parvaneh 🦋's direct phone number?

Amy Parvaneh 🦋's direct phone number is +194920*****

What schools did Amy Parvaneh 🦋 attend?

Amy Parvaneh 🦋 attended Duke University - The Fuqua School Of Business, Essec Business School, Stony Brook University, Great Neck North.

What are some of Amy Parvaneh 🦋's interests?

Amy Parvaneh 🦋 has interest in Children.

What skills is Amy Parvaneh 🦋 known for?

Amy Parvaneh 🦋 has skills like Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Wealth Management, Equities, Financial Advisory, Investment Banking, Financial Modeling, Asset Allocation.

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