Parcion Private Wealth
Jacob Mahoney is currently the Director of Client Service at Parcion Private Wealth since December 2020. Prior to that, Jacob worked at Coldstream Wealth Management as a Senior Private Client Services Associate. Jacob has also held roles at Parker Staffing Services as a Recruiter and Recruiting Coordinator. With extensive experience at Wells Fargo Advisors and Wells Fargo, Jacob has proven their expertise in client services and operations. Jacob's career began with an internship at Tricycle Theatre Company Limited after graduating from the University of Minnesota with a Bachelor of Arts degree.
Parcion Private Wealth
The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their client's best interests throughout the sale of the business, from cash flow optimization and tax mitigation to estate planning and succession, and beyond.