SF
Shay Frederickson
Senior Client Service Specialist at Parcion Private Wealth
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Work Experience
Senior Client Service Specialist
Oct 2021 - Present · 3 years and 2 months
Dec 2019 - Oct 2021 · 1 years and 10 months
Client Service Associate
Mar 2018 - Oct 2021 · 3 years and 7 months
Senior Client Service Associate
Dec 2019 - Sep 2021 · 1 years and 9 months
Company Details
11-50 Employees
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about. The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving, and lifestyle and family support services.
Year Founded
2019
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
11980 NE 24th St Ste. 210 Bellevue, Washington 98005, US
Keywords
Wealth ManagementFinancial ServicesFinancial Planners
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