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Cathy Parker, Cpb Email & Phone Number
Controller
at
MediVisuals, Inc. ®
3 phones found
area 301 and 804
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Controller
Location
Glen Allen, Virginia, United States
Company size
Who is Cathy Parker, Cpb? Overview
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Quick answer
Cathy Parker, Cpb is listed as Controller at MediVisuals, Inc. ®, a with 52 employees, based in Glen Allen, Virginia, United States. AeroLeads shows phone signal with area code 301, 804 and a matched LinkedIn profile for Cathy Parker, Cpb.
Cathy Parker, Cpb previously worked as Bookkeeper at Medivisuals, Inc. ® and Quickbooks ProAdvisor at Mcpc Books, Llc. Cathy Parker, Cpb holds Certificate In Financial Planning, Financial Planning from Virginia Commonwealth University - School Of Business.
Company email context
Email format at MediVisuals, Inc. ®
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MediVisuals, Inc. ®
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Profile bio
About Cathy Parker, Cpb
Intuit Certified Quickbooks ProAdvisorAs a bookkeeper and quickbooks proadvisor, I partner with small business owners to organize their books and keep their operations running smoothly. My services include monthly reconciliations of accounts, financial reporting, bill pay, and payroll processing, as well as general consultation and clean up.I love technology and keep up to date through online webinars and industry conferences. I attended Quickbooks Connect in San Jose in 2016, 2017 and 2018.
Listed skills include Investments, Marketing, Mutual Funds, Financial Advisory, and 17 others.
Current workplace
Cathy Parker, Cpb's current company
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Medivisuals, Inc. ®
5 roles
Cathy Parker, Cpb work experience
A career timeline built from the work history available for this profile.
Bookkeeper
Quickbooks Proadvisor
Mcpc Books, Llc
Quickbooks consulting, set up, review, remote accessBookkeeping, Payroll, Bill PayQuickBooks Desktop Certified 2014 - 2018QuickBooks Online CertifiedKnowledge of 3rd party applications integrated with QuickBooks
Regional Marketing Consultant
Regional Marketing Consultant - Mid Atlantic territory- Worked with regional vice president to generate and increase mutual fund sales in the region.- Developed relationships with financial professionals by providing product updates and value-added sales ideas. Prospected new producers through e-wholesaling initiatives. Distribution channels included wirehouse, independent brokers, and insurance affiliated financial planners.- Periodically conducted product and marketing presentations in field offices and local conferences.Institutional Account Associate- Supported existing institutional clients and prospected new relationships in the institutional market. - Responded to RFP’s and client requests, developed presentations on targeted funds, and promoted Calvert’s socially responsible funds at industry conferences and trade shows.
Oct 2002 - Apr 2007
Marketing Relationship Manager
The Advisors Group
Marketing Relationship Manager for The Advisors Group, Inc., a full-service broker/dealer and registered investment advisor- Developed product sponsor relationships to identify opportunities for joint marketing promotions.- Coordinated marketing efforts for over 500 registered representatives, including field communications, incentive and educational conferences, teleconferences, and incentive programs.- Facilitated educational and incentive producer meetings for 50 to over 200 registered representatives. Educational conferences included CE accredited training sessions for Certified Financial Planners. International and domestic locations included Maui, Hawaii; Whistler, British Columbia; Cabo san Lucas, Mexico; Nevis, West Indies; Las Vegas, Nevada and Vail, Colorado.- Helped to brand The Advisors Group name through client and broker-use-only marketing materials and publications.- Assisted with recruiting efforts at national trade show exhibitions.The Advisors Group merged with Ameritas Investment Corporation in 2003.
Aug 1993 - Oct 2002
2 education records
Cathy Parker, Cpb education
Certificate In Financial Planning, Financial Planning
Bs, Business Administration, Finance
FAQ
Frequently asked questions about Cathy Parker, Cpb
Quick answers generated from the profile data available on this page.
What company does Cathy Parker, Cpb work for?
Cathy Parker, Cpb works for MediVisuals, Inc. ®.
What is Cathy Parker, Cpb's role at MediVisuals, Inc. ®?
Cathy Parker, Cpb is listed as Controller at MediVisuals, Inc. ®.
What is Cathy Parker, Cpb's phone number?
AeroLeads has found 3 phone signal(s) with area code 301, 804 for Cathy Parker, Cpb at MediVisuals, Inc. ®.
Where is Cathy Parker, Cpb based?
Cathy Parker, Cpb is based in Glen Allen, Virginia, United States while working with MediVisuals, Inc. ®.
What companies has Cathy Parker, Cpb worked for?
Cathy Parker, Cpb has worked for Medivisuals, Inc. ®, Mcpc Books, Llc, Calvert Research And Management, and The Advisors Group.
How can I contact Cathy Parker, Cpb?
You can use AeroLeads to view verified contact signals for Cathy Parker, Cpb at MediVisuals, Inc. ®, including work email, phone, and LinkedIn data when available.
What schools did Cathy Parker, Cpb attend?
Cathy Parker, Cpb holds Certificate In Financial Planning, Financial Planning from Virginia Commonwealth University - School Of Business.
What skills is Cathy Parker, Cpb known for?
Cathy Parker, Cpb is listed with skills including Investments, Marketing, Mutual Funds, Financial Advisory, Financial Services, Series 7, Series 6, and 401K.
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