Dylan Parks Email and Phone Number
Dylan Parks work email
- Valid
- Valid
- Valid
- Valid
Dylan Parks personal email
Dylan Parks phone numbers
Dylan Parks is the Director of Client Engagement & Associate Lead Advisor at Paradise Cay Financial.At Paradise Cay Financial, our team takes a personalized approach to help our clients create financial peace of mind. We don’t take a one-sided approach; we consider the full financial picture, from risk management to strategic investing. And, we help establish your legacy, ensuring that your next generations are also planned for with precision and care. We’re focused on you. From the first phone call or meeting, you’ll know that our team has the expertise and skill to get you to the future you’ve envisioned. You can count on our team to deliver the highest sophistication in planning, while maintaining a fun and approachable relationship. Financial planning is complex, but we take the stress out of it, so that you can enjoy life. To get started or for more information, reach out to me directly or visit our website at ParadiseCayFinancial.com.D: 415-733-6553E: d.parks@nm.com
-
Director Of Business DevelopmentParadise Cay Financial Sep 2024 - PresentPrivate Client Group - Wealth Management & Insurance Services E: d.parks@nm.comD: (415) 733-6553www.paradisecayfinancial.com
-
Vice President, Relationship ManagerJ.P. Morgan Private Bank Jun 2023 - Sep 2024JPMorgan Private Client Group- JPMC acquired First Republic (FRC) in June 2023- Private white glove banking for individuals and businesses- Industry specialties: Private Equity, Venture Capital, Start-Up, and Law. -
Vp, Relationship ManagerFirst Republic Jun 2023 - Sep 2024San Francisco, Ca, Us -
Relationship ManagerFirst Republic Dec 2021 - Jun 2023San Francisco, Ca, UsPrivate banking, lending, wealth management, and insurance for individuals and businesses.Debt Specialties Include:- Single Family Lending - Multi Family Lending- Home Equity Lines of Credit- Private Equity/Venture Capital Co-Invest Leverage for GPs and LPs- Partnership Buy-In Financing (Law, PE, and VC)- Business Credit Lines and Term Loans - Personal Lines of Credit - Student Loan Refinancing
-
Account ExecutiveFirst Republic Jun 2018 - Dec 2021San Francisco, Ca, UsEagle Lending: PE/VC leverage, student loan refinancing, HELOC, PLOC, and small business LOC/term debt.
-
Business Development Manager, Transfer PricingBureau Van Dijk - A Moody'S Analytics Company May 2017 - Jun 2018London, England, GbBureau van Dijk was acquired by Moody's Analytics. A subsidiary of Moody's Corporation (NYSE: MCO). Description:Inside Sales / Outside Sales / Account Management in the U.S./CAN for Bureau van Dijk's transfer pricing solutions.Bureau van Dijk is the world-leader in global business intelligence, specializing in international private company comparable data utilized by global tax authorities, top-tier tax advisors, and in-house corporate tax departments for transfer pricing / BEPS compliance and documentation. -
Business Development Executive, Transfer Pricing & AcademicsBureau Van Dijk - A Moody'S Analytics Company Jun 2016 - May 2017London, England, GbBureau van Dijk is one of the world’s leading business information publishers. BvD provides trusted intelligence and scalable technology solutions that help companies, investors, and governments address business and legal risks, drive compliance, and capitalize on opportunities.BvD is best known for the wide range of private international company information products they offer. Flexible software allows users to manipulate data for research, market intelligence, and analysis.Partnerships with a series of different entities (government affiliates, tax registries, companies in specific localities that collect information on firms, etc.) allow Bureau van Dijk to aggregate large and comprehensive sets of information. BvD enriches the data by translating, standardizing, and adding proprietary M&A and corporate structure/ownership information.
-
Financial RepresentativeNorthwestern Mutual Dec 2013 - May 2016Milwaukee, Wi, UsSpecialized in strategic financial planning and asset allocation for individuals and small businesses. The mission of Northwestern Mutual is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial solutions and make them into a reality. - Conducted fundamental and quantitative analysis of financial data to forecast revenue and risk- Analyzed investments and gained familiarity with variable products and alternative investments- Focused on minimizing the effects of tax on investment dollars- Developed strategies around wealth preservation and income protection
Dylan Parks Skills
Dylan Parks Education Details
-
University Of San FranciscoGeneral
Frequently Asked Questions about Dylan Parks
What company does Dylan Parks work for?
Dylan Parks works for Paradise Cay Financial
What is Dylan Parks's role at the current company?
Dylan Parks's current role is Director of Business Development at Paradise Cay Financial.
What is Dylan Parks's email address?
Dylan Parks's email address is dp****@****lic.com
What is Dylan Parks's direct phone number?
Dylan Parks's direct phone number is +141427*****
What schools did Dylan Parks attend?
Dylan Parks attended University Of San Francisco.
What are some of Dylan Parks's interests?
Dylan Parks has interest in Health.
What skills is Dylan Parks known for?
Dylan Parks has skills like Public Speaking, Leadership, Microsoft Office, Teamwork, Powerpoint, Microsoft Excel, Time Management, Microsoft Word, Social Media, Social Networking, Coaching, Facebook.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial