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Registered Investment Advisor (RIA):
Previous Professional Experience:
Manage investment portfolios for individuals, pensions and trusts and provide
key planning advice.
Publish financial, economic and corporate governance related research.
Internationally recognized as a leader in evaluating interest rate trends,
mergers, technology developments, stock options and other compensation
programs, accounting and regulatory rules and corporate governance matters.
Widely quoted in the NY Times, Bloomberg, Barrons, USA Today. Oregonian and other
Internationally recognized as a leader in analyzing and understanding complex
- Advance important corporate governance issues to increase market transparency.
My overall goal is to earn clients trust and be recognized for high quality
Chief Financial Officer - MaPS Credit Union
Senior Analyst and Portfolio Manager - US Bancorp
Financial Analyst and Business Planner - Sharp Microeletronics
Auditor and Systems Consultant - Arthur Andersen (1985-87, the best
CPA firm at the time)
Rural Bank Consultant - Peace Corp Volunteer in Paraguay, South America
What Leading Financial Professionals Are Saying:
Masters of Business Administration (Finance) - Portland State University
Bachelor of Arts in Business (Finance/Accounting), minor Journalism - University
Fluent in Spanish, French, Italian and Russian. Basic conversation in Mandarin.
Note: Oregon Administrative Rules prohibit Registered Investment
Advisors from using "Testimonials for Advertising Purposes." The
objective of the following comments are to provide feedback with respect
to Bill Parish's public comments regarding key accounting and regulatory
policies, not investment management performance.
Current and Past Associations and Professional Credentials:
"I want to thank you for your wonderfully informative talk.... full of
humor and common sense with insight and honesty. We loved your comments
and fresh approach... many thanks from all of us," Investment
"For someone who appreciates first rate academic research like myself,
your work was simply sensational." Bob Packwood, former Chair of the
US Senate Finance Committee
"Participants treated you like a rock star and were thrilled to hear you
speak about these accounting issues. Thank you for adding so much to our
conference. Organizer for conference of 400 leading money managers.
"Amazing presentation Bill, I understand now and agree that engineering
should stay out of the accounting area." Former President of the
American Institute of Certified Public Accountants, AICPA, Bill Ezell.
"I was absolutely astounded to read your analysis of Microsoft,"
Director of large high profile international law center based in UK.
"I respect your analysis of Microsoft's financials..." Former CEO and
founder of the Vanguard family of mutual funds, John Bogle.
I just wanted to let you know that you've been providing an excellent public
service through your opposition to TPG in its effort to purchase Portland
General Electric. The information you provided is superb and your Public
Utility Commission testimony enlightening," Leading public power advocate,
former President of Lasco shipping and Port of Portland Director, Ken Lewis.
"In late 1998 Bill Parish work on corporate earnings distortions went largely
unrecognized by the mainstream media and finally in 2002 the Wall Street
Journal reinvented Mr. Parish wheel. It's bad enough it took the journal
so long, but what's worse, a reference to Mr. Parish work was no where
to be found in the front page article." Director of Research at
Northern Trust Bank, Paul Kasriel.
"Astonishing." Response by Glenn Simpson, top reporter at Wall
Street Journal, regarding report on Cisco Systems.
"That can't be, that must be changed" upon hearing the tax ramifications
of sock option accounting and the fact that NQ options are not a preference
item for AMT purposes but rather W-2 Income. Chief Operating Officer
at Securities and Exchange Commission, Bob Herdman
"With much admiration and respect, keep up the good work." Nation's
leading hedge fund analyst, Albert Meyer.
Successful Professional People I Respect and Why:
Registered Investment Advisor - Series 7, 63 and 65 Exams
American Institute of Certified Public Accountants (AICPA)
Multnomah Athletic Club, Portland City Club
Oregon Public Broadcasting, Portland Opera Guild, Japanese Garden Society,
Oregon Historical Society, Portland Art Museum
What I Like to Do To Relax:
John Bogle - Founder of the Vanguard Group and a strong investor advocate
- Warren Buffet (The Good Half) - A successful investor
willing to speak out on important
issues of credibility and integrity in the financial world, even though
he is immersed in some of these very same issues, in particular key
issues. Buffett's dark side is that he is the king of exploiting
corporate welfare programs, in particular medical malpractice and
other insurance based schemes.
Martha Stewart - Stewart created a blockbuster company from scratch yet
was sadly, although she was wrong in her actions, was made a scapegoat for
gross abuses on the part of numerous corporate executives.
Robert Parker Junior - Parker publishes the "Wine Advocate" and is
known for the uncompromised integrity and quality of his reviews. The French
love him and hate him. He has been profiled on the cover of the Atlantic
Eliot Spitzer - Spitzer has no fear and has done more to clean up the investment
industry that the Securities and Exchange Commission itself.
Mother Teresa - Teresa was a great capitalist at heart through her capacity
to lift people out of poverty and create new economic opportunities.
The current global economic slowdown is indeed rooted in job losses and
it is unfortunate that many leaders, especially those in technology, are
immersed in self-destructive narcissism and fail to understand this.
Yo Yo Ma - A great musician constantly expanding his range of music.
Ma's vintage Argentine tango recordings are spectacular as are his 6 unaccompanied
cello suites by Bach.
Parish & Company
- Music. This includes playing the classical
guitar, especially slow beautiful
Spanish themes such
as "Romance de los Pinos" (Romance of the Pines), musicals on the
ranging from "Paint Your Wagon" to "Hamilton" and a variety of
children's and pop music on the Ukulele ranging from Red Grammar to
Johnny Cash. Best of all, however, is playing piano duets
with our son.
Listen to the Opera in French, Italian and Russian. A few favorite Operas
are The Pearl Fishers by Bizet and Eugene Onegin by Tchaikovsky. Favorite composers include Verdi, Puccini, Bizet,
Donzenetti and Mozart.
- Speak Spanish, French, Italian and Russian with friends
along with reading and watching
movies in each language. For me speaking other languages is like
opening a Treasure box. It is interesting and it also helps me in
my work by helping adopt a more global perspective.
- Biking and basketball.
Start the day with a good breakfast and coffee, 15 minutes at the piano and learning something new
and helpful every day.
Cook dinner for friends and family and listen to good "honest" story tellers.
4800 Meadows Road Suite 300
Lake Oswego, Oregon 97035
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