Gary Bonner Email and Phone Number
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Gary Bonner has earned a reputation as a dynamic and accomplished COO with expertise in leading company operations as a strategic partner, with notable expertise in the RIA sector. His progressive experience has led to resounding success across his 20+ year career, covering various C-level and Director roles. Easily able to move from high-level planning and visioning to face-to-face stakeholder engagement, he ensures that companies and shareholders enjoy the best possible results.Between 2001 and 2020, Gary delivered exceptional results at Avalon Advisors, LLC, where he worked variously as the Chief Operating Officer (2001 – 2020), Chief Technology Officer (2001 - 2020), Director of Finance (2001 – 2013), and the Chief Compliance Officer and CCO designee (2004 – 2012). As COO, he headed pacesetting growth in assets under management (AUM) from $450M/10 employees to $9B/72 employees, serving 550 client families and constantly ensuring smooth scaling and a strong client focus. In particular, he coordinated an impeccable transfer of $1.4B in assets and 1.1K client accounts from Merrill Lynch to Fidelity, overcoming complex problems through ingenuity and attention to detail. He also orchestrated the onboarding and post merger integration of two acquired firms. Among his peers, Gary is known for his innovative problem-solving, understanding of risk management, expertise with emerging technologies and IT concepts, cybersecurity and tireless work ethic.Bolstering these achievements is Gary’s reputation as a thought leader in the RIA community. This includes white papers, article contributions, and panelist roles, including 2 separate panelist efforts with the SS&C/Advent Deliver Conference.
Parallel Advisors, Llc
View- Website:
- paralleladvisors.com
- Employees:
- 130
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Head Of Business Analytics And TechnologyParallel Advisors, LlcFranklin, Tn, Us -
Founder36North Apr 2024 - Present -
Advisory Board MemberMammoth Technology 2023 - PresentFort Wayne, In, Us -
Advisory Board MemberThe Kinnect Company 2022 - PresentLake Mary, Florida , Us -
Chief Operating OfficerPlancorp Wealth Management 2023 - 2024St. Louis, Mo, Us -
Chief Operating OfficerSagespring Wealth Partners 2022 - 2023Franklin, Tennessee, Us -
Chief Operating OfficerEntwood Holdings 2020 - 2022Served as COO of Entwood Holdings and one of its portfolio companies where responsibilities included oversight of technology, finance, operations, cybersecurity and administrative areas. -
Chief Operating OfficerA V A L O N 2001 - 2020As a founding member of a newly formed registered investment advisory (RIA) firm, oversaw the growth in assets under management (AUM) from $450 million with 10 employees to $9 billion in AUM and 72 employees, serving 550 client families. Responsibilities included: leadership, corporate and trading operations, human resources, technology, cybersecurity, and comprehensive involvement in strategy, finance and compliance. Represented the firm as a speaker and participant in conferences, industry panels and advisory boards.
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Chief Technology OfficerA V A L O N 2001 - 2020• Evaluated, engaged, and oversaw implementations of portfolio accounting and trading systems, client portal, CRM, billing and revenue management systems, cloud-based phone system, onsite and cloud-based network infrastructure, and cloud-based file system across multiple locations• Designed and implemented a business continuity plan that allowed the firm to work seamlessly while remote, with 100% uptime• Designed and built a resilient cybersecurity program, including phishing campaigns, cybersecurity awareness training, managed detection and response, endpoint threat detection and reporting, systematic patch management of 140 endpoints, two-factor authentication (2FA), network monitoring, mobile device management, penetration testing and vulnerability assessments
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Director Of FinanceA V A L O N 2001 - 2013• Improved time to collect fees by 80% through a streamlined quarterly revenue calculation and billing process • Executed all finance and accounting functions for the firm including budgets, forecasts, accounts payable and receivable, quarterly close, annual audits and tax filings, and management, board and shareholder reporting• Coordinated two separate private equity investments into the firm, including one by The Carlyle Group, working with bankers, lawyers and outside shareholders to lead the process from due diligence data collection through closing
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Chief Compliance Officer And Cco DesigneeA V A L O N 2004 - 2012• Developed and implemented the firm’s compliance policies and procedures, code of ethics and personal trading policy • Worked with outside counsel on the creation of new investment limited partnerships and other legal and compliance matters• Maintained the ADV and filed annual updates • Guided the firm through SEC examinations
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Executive Vice President Of TechnologyThecustomshop.Com 1998 - 2001
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Senior Manager Application DevelopmentDealer Solutions 1995 - 1998Sandy Springs, Georgia, Us -
Executive Benefits ConsultantClark/Bardes Inc 1992 - 1995
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Financial Analyst And Bank OfficerFirst Interstate Bank 1991 - 1992Billings, Mt, Us -
Experienced Staff ConsultantAccenture 1989 - 1991Dublin 2, Ie
Gary Bonner Skills
Gary Bonner Education Details
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Texas A&M UniversityEconomics/Finance
Frequently Asked Questions about Gary Bonner
What company does Gary Bonner work for?
Gary Bonner works for Parallel Advisors, Llc
What is Gary Bonner's role at the current company?
Gary Bonner's current role is Head of Business Analytics and Technology.
What is Gary Bonner's email address?
Gary Bonner's email address is gb****@****ors.com
What is Gary Bonner's direct phone number?
Gary Bonner's direct phone number is +171323*****
What schools did Gary Bonner attend?
Gary Bonner attended Texas A&m University.
What skills is Gary Bonner known for?
Gary Bonner has skills like Leadership, Consulting, Technology, Strategic Partnerships, Public Speaking, Human Resources, Executive Management, Innovative Problem Solving, Wealth Management Services, Negotiation, Vendor Management, Business Operations.
Who are Gary Bonner's colleagues?
Gary Bonner's colleagues are Knud Gotterup, Aams®, Aif®, Mary Meyer, Owen Burns, Ash Daggs, Cfp®, Caroline Burns, Steve Kuriyama, Msfs, Cfp®, Chfc, Clu, Casl, Stephen Weatherby.
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