Parker Carson Email & Phone Number

Florida, United States

Ponte Vedra Beach, FL, US

• Assisted in the initialization of Geneva by reconciling monthly Geneva data to finalized firm reporting
• Led projects which have included researching the scope of misclassified securities and mapping upstream security type data between the existing accounting software and Geneva
• Completed frequent Model Office Testing items to ensure that newly loaded security types were functioning properly

• Managed a test portfolio along with other interns in order to showcase trading and portfolio management capabilities
• Presented an equity pitch to a PM after analyzing a company through DCF and Comparable Company Analysis
• Delivered a presentation on Macroeconomic trends to other interns and a PM as a part of a Strategy Group Meeting

Boston, MA, US

• Conducted planning and guidance conversations and strategic reviews regarding fixed income securities
• Drove customer asset acquisition, retention, and development while utilizing targeted questioning strategies
• Responsible for placement and execution of fixed income trades, both solicited and unsolicited

Boston, MA, US

• Performed all due diligence and necessary actions for deposits and withdrawals relating to managed accounts
• Assisted customers with specialized transactions such as foreign exchange wires and precious metal acquisitions
• Maintained the relationship between premium clients and their Financial Consultants by facilitating communication

Boston, MA, US

• Ensured the efficiency and accuracy of all trades and transactions; consisted of guiding the customer through the online platform or manually fulfilling the request
• Assisted with the updating and adding of clients' personal information and account preferences
• Provided knowledge on a wide range of topics relating to the financial services industry and investing as a whole

Boston, MA, US

Falls Church, VA, US

• Combed through quarterly inventory sheets dating back to 2015 in order to perform trend analysis
• Provided quality checks to the PC count spreadsheet to ensure the delivery of thousands of desktops and laptops
• Updated all PowerPoints for the finance classes and the 2018 Operations Review
• Helped create a finance class survey for the purpose of constructed feedback regarding the presentations

Allston, MA, US

• Create weekly online advertisements for selective properties by searching real estate database; post property information and pictures to drive client traffic
• Lead prospective clients through property showings to assist them in calibrating their needs and wants
• Assist clients with real estate transaction paperwork
• Review clients’ financials and coordinate with property owner

• Welcomed customers to dealership and discussed their automotive needs
• Suggested vehicle type and assisted with test drives
• Assisted customers with all aspects of the financial transaction; estimated payments based on selected vehicle, determined necessary down payment, and reviewed credit score
• Worked to ensure customer was fully educated about all aspects of the vehicle
• Assisted customer in completing necessary paperwork

Quincy, Massachusetts, US

• Supported, promoted, and activated sponsorship deals for professional lacrosse team
• Created presentations and spreadsheets for potential sponsors to support their sponsor’s brand and Boston Cannons brand
• Aided in game day operations; physically did both set up and breakdown of “Fan Zone” pre-game activity area and assisted key sponsors when needed