Founder and Chief Executive Officer

• Jan 2014 - Present

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

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.

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.

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.

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.

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

Equity Research Associate

• Sep 2002 - Aug 2004

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

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.