Jackie Shin

Executive Assistant To Chief Executive Officer at Parcion Private Wealth - Bellevue, WA, US

Jackie Shin's Colleagues at Parcion Private Wealth
Kevin Penner

Senior Family Advisor

Contact Kevin Penner

Kathleen Boyle

Principal - Director of Advisory, Senior Family Advisor

Contact Kathleen Boyle

Kevin CFP

Senior Family Advisor

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John Carvalho

Chief Investment Officer

Contact John Carvalho

Jacob Mahoney

Director of Client Service

Contact Jacob Mahoney

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Jackie Shin's Contact Details
HQ
N/A
Location
Seattle, Washington, United States
Company
Parcion Private Wealth
Jackie Shin's Company Details
Parcion Private Wealth logo, Parcion Private Wealth contact details

Parcion Private Wealth

Bellevue, WA, US • 50 - 99 Employees
Financial Services

Based in Bellevue, WA, and led by nationally ranked financial advisors Terry Cook, CFP® CIMA® and Kyle Caouette CFA®, CFP®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion provides financial planning and holistic wealth management solutions that encompass all aspects of their client's lives. The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their clients' best interests throughout the sale of the business, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving and lifestyle and family support services.

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Details about Parcion Private Wealth
Frequently Asked Questions about Jackie Shin
Jackie Shin currently works for Parcion Private Wealth.
Jackie Shin's role at Parcion Private Wealth is Executive Assistant To Chief Executive Officer.
Jackie Shin's email address is ***@parcionpw.com. To view Jackie Shin's full email address, please signup to ConnectPlex.
Jackie Shin works in the Financial Services industry.
Jackie Shin's colleagues at Parcion Private Wealth are Kevin Penner, Kathleen Boyle, Matt Christopher, Kevin CFP, Lars CFP, John Carvalho, Jacob Mahoney and others.
Jackie Shin's phone number is N/A
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