Graham Parsons

Graham Parsons

Counselor/Manager

Followers of Graham Parsons992 followers
location of Graham ParsonsLos Angeles County, California, United States

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  • Timeline

  • About me

    Senior Wealth Strategy Associate - UBS Private Wealth Management

  • Education

    • Dickinson College

      2012 - 2016
      Bachelor of Arts (B.A.) International Business and Management Senior

      Activities and Societies: Dickinson Men's Lacrosse Team - Co-captain 2015-2016

  • Experience

    • Darien Ymca

      Jan 2009 - Jan 2013
      Counselor/Manager
    • Reed Exhibitions US

      May 2012 - Jun 2012
      Marketing and Sales Intern
    • Laureate Online Education

      Jun 2015 - Aug 2015
      Digital Marketing Intern
    • UBS

      Nov 2016 - now

      Associate Director Associate Director Associate Director Authorized Officer

      • Senior Wealth Strategy Associate

        Aug 2024 - now
      • Assistant Market Head - West Coast Private Wealth Management

        Dec 2021 - Jul 2024
      • Field Partnership Manager

        Feb 2020 - Nov 2021
      • Field Partnership Analyst

        Nov 2018 - Jan 2020
      • Financial Advisor

        Jul 2017 - Oct 2018
      • Training Financial Advisor

        Nov 2016 - Jun 2017
  • Licenses & Certifications

    • **Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

      FINRA
  • Volunteer Experience

    • Team Aide

      Issued by Special Olympics Stamford CT on May 2010
      Special Olympics Stamford CTAssociated with Graham Parsons
    • Volunteer

      Issued by Dickinson Men’s Lacrosse American Red Cross Fundraiser, Carlisle, PA on Oct 2013
      Dickinson Men’s Lacrosse American Red Cross Fundraiser, Carlisle, PAAssociated with Graham Parsons
    • Volunteer

      Issued by Habitat for Humanity West Virginia on Jan 2014
      Habitat for Humanity West VirginiaAssociated with Graham Parsons
    • Tutor

      Issued by Silvia Catallini High School on Oct 2014
      Silvia Catallini High SchoolAssociated with Graham Parsons
    • Mentor

      Issued by Dickinson College, L.E.A.D. (Learn. Empower. Act. Define.) on Sept 2013
      Dickinson College, L.E.A.D. (Learn. Empower. Act. Define.)Associated with Graham Parsons