THEODORE PARKER
Reno,Nevada
Summary
A highly accomplished and enterprising Managing Director with extensive expertise encompassing project management, fund sales, portfolio development, presentations, advisory services, and strategic planning. Possesses a proven track record of driving regional and national business development by generating sales, presenting at industry events, and winning major investment sponsor accounts. Contributes to success by utilizing exemplary leadership, sales management, communication skills, and public speaking, to meet and exceed sales targets while maintaining industry-leading standards of excellence.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Financial Representative
FIDELITY INVESTMENTS
01.2023 - 02.2025
- Rehired after many years and what giving my original employee number and credit for the just shy of 10 years. I celebrated my 15 years of service. I am literally the first and only face customers see when they walk into our investor center.
SVP of Sales Growth
KINGSCROWD, LLC
01.2021 - 01.2022
- Opened sales venues in the areas of Registered Investment Advisors, Family Offices, and Financial Media outlets.
- Spearheaded the development of the first data-driven VC fund with half the fees and expenses of traditional VC funds.
- National
SVP, Regional Director, Custody Services
MILLENNIUM TRUST COMPANY
01.2018 - 01.2021
- Drove development of alternative custody business through investment sponsors and advisors in West Coast.
- Won 45 new sponsor accounts in 2020, second only to another rep with 46 sponsor accounts.
- Educated advisors of growing demand by investors to add alternative investments to portfolios.
- Won major sponsor clients, including OurCrowd (Israel’s most active venture capital firm) and CrowdStreet (largest online platform for commercial real estate sales), bringing in over $10 billion in sales.
- Western Region
VP, National RIA Specialist
PACIFIC LIFE
01.2015 - 01.2018
- Built out the Institutional Division for the sale of the company's new suite of Fixed Income Funds by working with the firm's attorneys, compliance, and marketing departments.
- Negotiated to get the Pacific Funds and Rothschild Funds on the advisor platforms on Charles Schwab, Fidelity Investments, LPL, and TD Ameritrade.
Institution and RIA Sales
WINDHAVEN INVESTMENT MANAGEMENT
01.2011 - 01.2015
- Presented at industry events including IMCA, Institutional Investor, BNY Mellon, and Schwab’s IMPACT.
- Achieved top rank in sales from 2011 to 2015, bringing in over $2.5 billion in RIA and institutional sales.
- Called on CONSULTING firms, who advise large institutions such as HARVARD, YALE, CALPERS. Also used IGNITES to find manager searches in the institutional space.
- Won the PETCO foundation account for $30M, meetings with the PETCO investment committee over a 6-month period.
- Western Region/National
Managing Director
LIDO ADVISORS & LIDO CONSULTING
01.2009 - 01.2011
- Facilitated business development of affluent individuals and family offices. Promoted family office events and brought in Magic Johnson and Robert Kennedy as platform speakers. Brought in over $250 million in assets.
VP, Senior Private Client Advisor
WELLS FARGO PRIVATE BANK
01.2006 - 01.2009
- Built book of over $1 billion of private bank individuals and businesses.
VP, Regional Trust & Investment Consultant
FIDELITY INVESTMENTS
01.1996 - 01.2005
- Achieved rank of #1 nationally in total sales of managed and trust accounts as well as highest percentage of sales above goal every year from 1998 to 2005, bringing in over $20 billion in assets through sales management. Conducted over 400 seminars on Fidelity’s trust and managed accounts.
Education
Masters - International Law
SCHOOL OF LAW & POLITICS, Université Aix-Marseille
B.A. - Political Science
UNIVERSITY OF REDLANDS
Redlands, CaliforniaSkills
- Microsoft Office Suite, PowerPoint, Salesforce
Accomplishments
My first job at Fidelity, I was the leading VP training all the Financial Rep in the West, how to be successsful at presenting Fidelity's Managed Accounts so that the clients would say YES.
Affiliations
- California Alternative Investment Association
- Cal Alts Board Member in good standing
- Cal Alts Private Equity Special Interest Group leader
- Seattle Alternative Investment Association member
Certification
Series 7, SIE, Series 63, Series 65, Insurance, notary public
Timeline
Financial Representative
FIDELITY INVESTMENTS
01.2023 - 02.2025
SVP of Sales Growth
KINGSCROWD, LLC
01.2021 - 01.2022
SVP, Regional Director, Custody Services
MILLENNIUM TRUST COMPANY
01.2018 - 01.2021
VP, National RIA Specialist
PACIFIC LIFE
01.2015 - 01.2018
Institution and RIA Sales
WINDHAVEN INVESTMENT MANAGEMENT
01.2011 - 01.2015
Managing Director
LIDO ADVISORS & LIDO CONSULTING
01.2009 - 01.2011
VP, Senior Private Client Advisor
WELLS FARGO PRIVATE BANK
01.2006 - 01.2009
VP, Regional Trust & Investment Consultant
FIDELITY INVESTMENTS
01.1996 - 01.2005
B.A. - Political Science
UNIVERSITY OF REDLANDS
Masters - International Law
SCHOOL OF LAW & POLITICS, Université Aix-Marseille
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