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M M a a n n a a g g e e m m e e n n t t
At Parsec International, we will constantly search for individuals that have a passion for people, wealth management and international trading.
Although no one has founded a business exactly like Parsec International before, we have assembled a team of people who have financial experience, Taiwanese brand marketing experience, excellent personal skills, a passion for finance and a willingness to succeed.
Parsec International will be on the constant look out for excellent financial advisors to work at our firm. Because the Chinese wealth management industry has indicated that finding excellent talent is difficult is locate; Parsec International will use unconventional hiring methods to attract and find top talent. We will look for talent whom are fantastic with people, are highly professional, command a presence when they walk into a room, are well connected and are not afraid to fail. It makes no difference to Parsec International, whether or not these individuals come from financial backgrounds. It is believed that the industry is currently having problems finding qualified employees, because they are looking for qualifications first. At Parsec we look for talent first, qualifications can be simply earned later.
Executive Team
Wm. Barton Boyer, CFP Chairman & CEO
Bart made his first investment at age 12. He has since gained more than 49 years of investing experience. Named among the best financial advisors in the country by Worth and Medical Economics magazines, the Minnesota native founded Parsec Financial in 1980. He has appeared as an investment and financial planning commentator on the ABC Good Morning America program and the Fox television network, and was recently quoted in the Wall Street Journal. He is a CERTIFIED FINANCIAL PLANNER™
practitioner and member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He holds a Bachelor of Science degree in business from Arizona State University.
Richard R. Lee, JR., CFP, CFA, Angel Investor and Advisor
Mr. Lee will be serving as one of the main investors and valuable advisors for Parsec International’s entry into China. With more than 30 years of wealth management experience, his counsel will be absolutely necessary.
Mr. Lee is the President of Lee Financial Corporation, which he helped found in 1975 as one of the first fee-only financial advisors in Texas. He is a CFA Charterholder (Chartered Financial Analyst) and a Certified Financial Planner (CFP). Mr. Lee received a Bachelor of Business Administration degree from the University of Texas at Austin in 1969 and a Master of Business Administration degree from Southern Methodist
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University in 1978. Mr. Lee served in the US Army from October 1969 to April 1972, including a tour in Vietnam as an infantry platoon leader.
Mr. Lee currently serves on the Boards of several companies, public and private. He is an active member of the CFA Insitute (formerly the AIMR), the Financial Planning Association (FPA) and is a charter member of the National Association of Personal Financial Analysts (NAPFA).
Meredith Clinton – President of Parsec International, 29
Meredith Clinton started Parsec International after working in the insurance industry as a sales producer for 3 years, and interned at TAIFEX (Taiwan Futures Exchange) in business development for 3 months. Coupled with an extensive education in business and fluency in Chinese, Meredith is ideally prepared to run Parsec International. Meredith graduated from Texas A&M University with a Bachelors of Business Administration in marketing and had additional experience in Latin American business studies. She has also lived in Taiwan for 3 years and is familiar with the Chinese culture and business practices.
Having worked in the insurance industry for 3 years, Meredith traveled to Taiwan to learn Chinese and position herself to become part of the expanding Chinese market.
After the first semester of her MBA at ChengChi University, Meredith became aware of an urgent need for experienced wealth managers in China, and proceeded to plan and launch Parsec International. With her Uncle’s 30 years of US wealth management experience combined with Meredith’s experience with Asian culture, Parsec International is poised to become a very profitable business.
Vincent Chen – Senior Financial Advisor, 30
Vincent Chen has an overwhelming passion for the field of financial management.
Vincent commenced his studies at National Taipei University and earned his Bachelors in Public Finance. He then entered the prestigious Tai Da University to earn a Masters in Financial Engineering in 2005. After serving his obligatory army service, he started his career at Cathay Life Insurance Company as a foreign exchange trader from March 2007 to November of 2007. Then Vincent moved onto Sino Pac Securities where he has been a bond trader for almost two years. He earned a Securities Specialist License in 2004 in Taiwan. Vincent has the necessary skills to direct the financial advisory team of Parsec International, with primary emphasis on expanding the customer base with his expertise in trading US Treasury bonds.
Jatin Yuan , Senior Marketing and Brand Manager , 32
Jatin Yuan has almost a decade committed to finance, marketing and brand management.
Her distinct range of skills makes her a perfect fit for Parsec International. Jatin earned a degree in Financial Accounting from Yuan Ze University in 2001. Upon graduation Jatin became a Financial Specialist in Investments in the Financial Department in Tainet for two years. From 2004 to 2006, Jatin was a Marketing Specialist at Kingstron Technology.
From 2007 to the present she has been a Product Manager at the sophisticated company of Rich Jade where she has gained invaluable experience marketing specifically to HNWI
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consumers. Jatin holds an AMBA degree from ChengChi University in Marketing.
Harli Palme, Senior Financial Advisor, Parsec Financial
Harli joined Parsec in 2003. She is a CERTIFIED FINANCIAL PLANNER™
practitioner and has a Bachelor of Arts degree in English and religion from Wake Forest University. Harli has completed professional studies at the College for Financial Planning and passed Level I of the CFA examination in 2008. She is a member of the Financial Planning Association and serves as treasurer on the board of Asheville's domestic violence agency, Helpmate.
Michael J. Ziemer, CFP & Parsec Partner, Senior Financial Advisor
Before joining Parsec in 2004, Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
He also serves on the board of the Gateway Village YMCA as well as their finance committee. In addition to earning a Bachelor of Business Administration degree with a major in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College of Financial Planning. Ron Clinton, Angel Investor and Business Guidance Representative
Ron Clinton, father of Meredith Clinton, has over 30 years of successfully running his own businesses, and is one of the major investors of Parsec International. Ron, alongside his daughter, will help guide Parsec International’s transition into becoming a profitable venture.
Ron owned and managed one of the top Allstate agencies in Texas from the years of 1989 to 2007. For 20 years, Ron was in charge of marketing, leadership, recruitment, sales, accounting, and financing for the company. Under his ownership, his Allstate agency became one of the most profitable and sought after agencies in Texas. Before owning an Allstate agency, Ron was owner and president of a successful distribution and manufacturing retail electronics company for 10 years. Ron’s passion has always resided with starting profitable companies. Currently he is a avid Texas land investor and looks forward to advising Meredith to turn Parsec International into yet another profitable investment.
Local Talent, Xiamen, China
It is of utmost importance that Parsec International carefully and diligently trains our local talent. Each local hire will first spend six months to one year at Parsec Financial to gain the necessary knowledge and witness first-hand the special attributes that makes Parsec Financial a success. Our local talent will be involved in making decisions during that six months to show them the importance of team work and to learn about the company culture of Parsec Financial that makes it stand out above the rest. This is also one of our recruitment strategies. We will choose the best of the best applicants, and the way we will attract them to apply to our company is by having one of the most intensive, person-to-person training programs. We wholly believe in this method , because our people are our success. At Parsec we value our employees, we do not deplete them.
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Personal financial management training in the US is one of the factors that will make Parsec International a roaring success.