Parker Mitchell
Managing Director at Oxford Financial Group, Ltd. | Atlanta, Georgia, United States
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Managing Director at Oxford Financial Group, Ltd. in April 2023 to Present
Principal, Senior Client Advisor at Bessemer Trust in May 2022 to February 2023
Managing Director, Wealth Advisor at Berman | Cresset Family Office in October 2021 to May 2022
Wealth Advisor at Berman | Cresset Family Office in June 2016 to October 2021
Investment Director at Cambridge Associates in August 2013 to May 2016
Relationship Manager at Crawford Investment Counsel in August 2011 to June 2013
Vice President - Financial Consultant at Charles Schwab in January 2009 to August 2011
Associate Financial Consultant at Charles Schwab in May 2008 to December 2008
Client Service Specialist at Charles Schwab in June 2006 to April 2008
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Georgia Institute of Technology - Georgia Tech College of Management, Master of Business Administration (M.B.A.)
Mary Washington College, Bachelor's Degree
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Portfolio Management
Investments
Financial Advisory
Asset Allocation
Strategic Financial Planning
Finance
Fixed Income
Investment Strategies
Asset Management
Financial Analysis
New Business Development
Bonds
Financial Planning
Wealth Management
Equities
Investment Advisory
Investment Management
Microsoft Excel
Trading
Alternative Investments
Bloomberg
Mutual Funds
ETFs
Client Retention
Asset Managment
PowerPoint
Morningstar
Investment Selection
Fixed Income Portfolio Management
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Discover more about Oxford Financial Group, Ltd.What is Parker Mitchell email address?
Email Parker Mitchell at [email protected] and [email protected]. This email is the most updated Parker Mitchell's email found in 2026.
What is Parker Mitchell phone number?
Parker Mitchell phone number is +1.6172839171.
How to contact Parker Mitchell?
To contact Parker Mitchell send an email to [email protected] or [email protected]. If you want to call Parker Mitchell try calling on +1.6172839171.
What company does Parker Mitchell work for?
Parker Mitchell works for Oxford Financial Group, Ltd.
What is Parker Mitchell's role at Oxford Financial Group, Ltd.?
Parker Mitchell is Managing Director
What industry does Parker Mitchell work in?
Parker Mitchell works in the Financial Services industry.
Parker Mitchell Email Addresses
Parker Mitchell Phone Numbers
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