As a wealth management analyst, Parker Schultz extends broad-based support to several departments across the firm, including wealth planning and asset management, as well as advisors serving clients across the wealth continuum.

As part of Sequoia’s competitive, in-depth rotational training program, Parker is introduced to critical service areas that support the delivery of an integrated wealth management experience. He contributes to a high-quality client experience by gathering data and completing the related analysis, preparing materials to communicate market conditions and investment news, and participating in client meetings to support the completion and communication of agreed-upon strategies.

Prior to joining Sequoia Financial Group, Parker served in operations and client service roles at two different wealth management firms. It is in these roles that he honed his attention to detail and communication skills.