Parallel Financial: Detailed Company Information & Corporate Profile

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Summary

The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Parallel Financial employees and management.

Parallel Financial Websiteparallelfinancial.com
Social Links
facebooklinkedIntwitter
Phone Number(864) 385-7999
Industries
Parallel Financial Headquarters address511 Rhett St Suite 2A, Greenville, SC, 29601 US
Company Size10-50 employees
SpecialtiesInvestment Management, Retirement Planning, Estate Planning, Business Transition Planning, Risk Management, Strategic Credit Offerings, Asset Based Credit Lines, Real Estate Lending, College Planning, Financial Planning, Public Investments, Private Investments, Private Equity, Tax Mitigation, Deferred Compensation Strategy, Key Insurance, Life Insurance
Founded2013

Competitors

Name
Founded
Type
Employees
2008Partnership 100-200
2014- 25 - 100
1998- 1-10
-Privately
Held
10-50

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Parallel Financial's workforce includes employees across a wide range of tenure levels.

11% have been with the company for 1 to 2 years22% have been with the company for 3 to 4 years22% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years33% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Parallel Financial
Gina Rose Salamin
Gina Rose SalaminHead of Trading and Portfolio Manager
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Justin Chastain
Justin ChastainFinancial Advisor
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David Chudyk CFP
David Chudyk CFPFinancial Advisor
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Peyton Hoppes CEPA®
Peyton Hoppes CEPA®Financial Advisor
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Damian Lombardi
Damian LombardiFinancial Advisor
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Nancy Gladden
Nancy GladdenClient Services Manager
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Jordan Roberts
Jordan RobertsDirector of Financial Planning
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Emily Edwards
Emily EdwardsDirector of Client Experience and Engagement
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William Grasty
William GrastyManaging Partner
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Caroline Lord
Caroline LordMarketing and Client Services Manager
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Will Lau
Will LauQuality Assurance Tester
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Jonathan Shields
Jonathan ShieldsPortfolio Trading Associate
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Carey Johnson
Carey JohnsonMarketing and Client Services Manager
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Shelby Flynn
Shelby FlynnMarketing and Client Service Manager
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Richard Sampley CFP®
Richard Sampley CFP®Partner and Senior Advisor
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Parallel Financial Corporate Information: FAQ

Parallel Financial operates in the Finance industries. More details can be found on the official website: parallelfinancial.com.
Parallel Financial has offices located in Greenville, US.
The headquarters of Parallel Financial are located in Greenville, United States.
You can contact Parallel Financial by phone at (864) 385-7999.
Parallel Financial currently employs 10-50 people.
Parallel Financial's revenue is approximately 18.2M.
Well-known competitors of Parallel Financial include Bridgeworth + SAVANT Wealth Management, CameronDowning, Claris Advisors and GM Advisory Group.

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