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Meet The Team
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Nick has 15+ years of experience in the investment management industry and is a Certified Public Accountant in the states of Colorado and Texas. Prior to joining Paralel, Nick was Vice President/Fund Controller at SS&C/ALPS, where he provided fund administration services to open-end and closed-end registered funds including interval funds and served as the technical expert and manager of the fund controller group. Prior to joining SS&C/ALPS, Nick was a Senior Manager at KPMG LLC, where he provided audit services to clients in the financial services and communications industries, with a focus on private equity and registered investment funds. In that capacity, he coordinated the review and issuance of financial statements, registration statements, SOC 1 reports, and comfort letters for a variety of clients. Nick holds a Bachelor of Science in Accounting and an MBA from the University of Denver and holds a FINRA Series 99 license. *Personal interests/hobbies*
Anne has 20+ years of experience in the mutual fund industry. Prior to joining Paralel, Anne was Senior Paralegal at SS&C/ALPS, where she served as Assistant Secretary to the firm’s series trust. Prior to that, Anne spent seventeen years at Janus Capital Group in various legal, compliance and fund services roles. Anne graduated from Regis University with a Bachelor of Arts in Communication Arts, and holds FINRA Series 6, 7, 26, and 63 licenses. Outside of work, Anne enjoys spending time with her twin boys (8 years old) and exploring the outdoors; snowboarding, hiking and swimming aka pool lounging.
Reagan is a recent graduate from the University of Colorado Boulder. Â He has gained valuable experience through internships at Charles Schwab as an Investor Services Intern, Commerce Bank as a Risk Management Intern, and Pinnacle Real Estate Advisors as a Market Analyst Intern. Â Through these roles, Reagan developed strong skills in financial and market analysis, risk management, and client relations. In his free time, Reagan enjoys playing tennis, chess, golfing, and hiking.
Danielle has spent 20+ years in the asset management industry working in various front and middle office positions. Danielle began her career at Janus Henderson in Austin, Texas working directly with clients. And relocated to Denver shortly after. Over the last 12 years, Danielle has specialized in channel marketing setting the strategic direction to support business growth and help clients achieve their goals. Her focus has extended across multiple distribution channels, including institutional, family office, RIA and retail. Danielle holds a Bachelor’s Degree from the University of Texas at Austin and holds the Series 7 and 26 licenses. In her free time, she enjoys camping, traveling and spending time with her husband and 2 daughters.
Alyssa has 5+ years of experience in office administration and event coordination. Prior to Head of People & Culture, Alyssa served as Paralel’s Office Manager, where she stood up day-to-day office functions and supported two office moves while supporting growth. Prior to joining Paralel, Alyssa was the Risk Education Coordinator for State Volunteer Mutual Insurance Company, where she implemented continuing education seminars for medical professionals throughout the Southeast. During her five years at SVMIC, Alyssa held various roles that included corporate receptionist, philanthropy committee member helping coordinate the United Way of Williamson County Campaign, and culture creator within the Risk Education department. Alyssa holds a Bachelor of Science in Public Relations from Belmont University. Alyssa currently resides in Georgia with her husband and daughter. In her free time, she enjoys spending time with family, staying active in her community, playing pickleball, hiking, and doing Pilates.
Lily is a recent graduate from the Ohio State University Moritz College of Law. She spent her last year of law school earning an LLM in International Business law. Her previous experience includes Summer Associate at Taft Law, Compliance Extern at the Ohio State University, Law Clerk at The Fitch Law Firm, and Bilingual Legal Assistant at Charles E. Smith Immigration Attorney’s Office. Lily loves to travel, practice speaking Spanish, play with her dog, run, and lift weights.
Our Clients
