Parker Carson Email and Phone Number
Parker Carson work email
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Parker Carson personal email
My goal is to pursue a lifelong career in financial services. I pride myself on having the ability to engage well with others while also bringing a diverse set of technical skills. I am most interested in using this knowledge to add modern solutions to an industry steeped in tradition.
Hbmj Consulting, Llc
View- Website:
- hbmjconsulting.com
- Employees:
- 19
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Hbmj Consulting, LlcFlorida, United States
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Associate Consultant/AnalystHbmj Consulting, Llc Mar 2022 - Jan 2024Ponte 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
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Analyst/Trader InternLiberfield Capital Sep 2023 - Nov 2023• 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 -
Fixed Income SpecialistFidelity Investments Mar 2021 - Mar 2022Boston, 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 -
High Net Worth Service AssociateFidelity Investments Aug 2020 - Mar 2021Boston, 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
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Customer Relationship AdvocateFidelity Investments Aug 2019 - Aug 2020Boston, 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
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Research AssistantQuestrom School Of Business, Boston University Feb 2019 - May 2019Boston, Ma, Us -
Finance/It InternNorthrop Grumman May 2018 - Aug 2018Falls 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 -
Sales And Leasing AgentModern Real Estate Inc. Aug 2017 - May 2018Allston, 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 -
Commission Sales AssociateTim Dahle Infiniti Jan 2017 - May 2017• 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
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Corporate Partnership InternBoston Cannons May 2016 - Aug 2016Quincy, 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
Parker Carson Education Details
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Questrom School Of Business, Boston UniversityDual Concentration In Finance And Management Information Systems
Frequently Asked Questions about Parker Carson
What company does Parker Carson work for?
Parker Carson works for Hbmj Consulting, Llc
What is Parker Carson's role at the current company?
Parker Carson's current role is Associate Consultant at HBMJ Consulting, LLC.
What is Parker Carson's email address?
Parker Carson's email address is pa****@****ity.com
What schools did Parker Carson attend?
Parker Carson attended Questrom School Of Business, Boston University.
Who are Parker Carson's colleagues?
Parker Carson's colleagues are Sunath Kodali, Murat Yucel Arslan, Carter Nichols, Michael Hunter, Jillian Korkosz, Mba, Jason Haller, Daniel Hunter.
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