Amy Parvaneh

Founder and Chief Executive Officer at Select Advisors Institute
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Languages
  • Farsi Native or bilingual proficiency
  • English Native or bilingual proficiency
  • French Elementary proficiency
Skills

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Bio

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Credentials

  • Certificate in Wealth Management Marketing™
    Select Advisors Institute
  • Certified Women Owned Business Status
    NATIONAL ASSOCIATION OF WOMEN OWNED SMALL BUSINESSES, INC. (NAWOSB)
  • Luxury Brand Management from ESSEC University, Paris, France
    ESSEC Business School

Experience

  • Select Advisors Institute
    • United States
    • Strategic Management Services
    • 1 - 100 Employee
    • Founder and Chief Executive Officer
      • Jan 2014 - Present

      Select Advisors is one of the nation’s top and longest-serving Growth Consulting organizations, exclusively serving the financial and legal industries. Since 2014, we have provided the following services to our clients:-Branding and Marketing Strategy Development-Website, brochure and marketing collateral design and implementation -Sales coaching, training and consulting -Program development to indoctrinate a team around a specific process or goal-Mergers and Acquisitions strategy-SEO, blog writing, video content, event planning, social media, and much more under our Outsourced Chief Marketing Officer Program-Family Office and Ultra High Net Worth strategies. Learn more by visiting www.select-advisors.com Show less

    • Founder and CEO
      • Jan 2014 - Present

      Website: https://www.selectadvisorsinstitute.com/Youtube.com/amyparvanehSelect Advisors is an internationally recognized Consultative-Sales, Branding & Marketing, and Leadership Development partner and coach to financial and legal organizations. We have been featured in the WSJ, Barron's, InvestmentNews, Kitces.com, WealthManagement.com, AccountingToday, RIABiz and many more. Our work includes:**Outsourced Chief Marketing Officer services including brand and identity development **Leadership development and developing high performing teams**Management Consulting**Sales Coaching and ConsultingFor more information, please view our website:www.selectadvisorsinstitute.com Show less

  • Orange County Institute for Innovative Philanthropy
    • Philanthropy
    • Co-Founder and Board Member
      • Jan 2018 - Mar 2021

      Co-founded alongside one of Orange County's most established philanthropists, our mission is to provide a think tank platform to some of OC's biggest givers in order to discuss and share ideas around philanthropy. We provide a venture capital model to the idea of philanthropy, sharing ideas and trends in the area of impact investing, giving and helping our society. Co-founded alongside one of Orange County's most established philanthropists, our mission is to provide a think tank platform to some of OC's biggest givers in order to discuss and share ideas around philanthropy. We provide a venture capital model to the idea of philanthropy, sharing ideas and trends in the area of impact investing, giving and helping our society.

  • Pepperdine University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Faculty Professor - Wealth Management
      • Mar 2014 - Jul 2015

      I taught within the Master's of Applied Finance as a Faculty Professor. Subjects taught included trends in the investment management industry, fee structures in wealth management, portfolio management strategies, derivatives, and risk management. I taught within the Master's of Applied Finance as a Faculty Professor. Subjects taught included trends in the investment management industry, fee structures in wealth management, portfolio management strategies, derivatives, and risk management.

  • PIMCO
    • United States
    • Investment Management
    • 700 & Above Employee
    • Account Manager
      • Sep 2011 - Mar 2014

      • Worked directly with the CEO's and CIOs of 100's of wealth managers across the U.S. • Consulted and advised wealth managers on vetting and analyzing asset management products. • Responsibilities included writing reports and speaking with advisors on market trends, competitive landscape, portfolio positioning, performance attributes, fees, and trading approaches. • Worked directly with the CEO's and CIOs of 100's of wealth managers across the U.S. • Consulted and advised wealth managers on vetting and analyzing asset management products. • Responsibilities included writing reports and speaking with advisors on market trends, competitive landscape, portfolio positioning, performance attributes, fees, and trading approaches.

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Manager
      • Aug 2006 - Aug 2011

      • Advised high net-worth individuals from around the world on their family's wealth management and financial planning goals. • Responsibilities included portfolio review, asset allocation, lending, tax-loss harvesting, hedge fund manager monitoring, fixed income portfolio customization, cash management, trading, and a multitude of other areas in investment management. • Advised high net-worth individuals from around the world on their family's wealth management and financial planning goals. • Responsibilities included portfolio review, asset allocation, lending, tax-loss harvesting, hedge fund manager monitoring, fixed income portfolio customization, cash management, trading, and a multitude of other areas in investment management.

  • Baruch College
    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Professor - Wealth Management
      • Jan 2009 - Jun 2010

      Taught about portfolio management and the wealth management industry Taught about portfolio management and the wealth management industry

  • The Savoir Club - Executive Knowledge Sharing
    • United States
    • Advertising Services
    • 100 - 200 Employee
    • Equity Research Associate
      • Sep 2002 - Aug 2004

      Covered Machinery and Multi-Industry Sectors Covered Machinery and Multi-Industry Sectors

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Analyst
      • Aug 2001 - Aug 2002

      Advised CEOs, CFOs, Treasurers, Heads of M&A and Strategy, and Board of Directors on financial and strategic development and transaction execution. Advised CEOs, CFOs, Treasurers, Heads of M&A and Strategy, and Board of Directors on financial and strategic development and transaction execution.

Education

  • Duke University - The Fuqua School of Business
    Master of Business Administration (M.B.A.)
    2004 - 2006
  • ESSEC Business School
    Master of Business Administration (MBA), Luxury Brand Management
    2005 - 2005
  • Stony Brook University
    Bachelor of Business Administration (BBA), Business/Managerial Economics
    1997 - 2001
  • Great Neck North

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