Paul graduated with a B.A. in Economics and minor in Spanish from Centre College in 1987. He has over 28 years of Banking, Investment Management, and Risk Management experience. His experience includes Branch Manager for UBS Financial Services, Inc. from 2011-2013 and Commerce Investment Corp, Senior Investment Officer with SunTrust Securities, Wealth Advisory Specialist with Smith Barney, and Commercial Lending with Wachovia.
Paul works privately with families, philanthropies, and corporations on a national basis assisting them with their domestic financial needs. Paul also holds a Wealth Advisor designation.
stment Management, and Risk Management experience. His experience includes Branch Manager for UBS Financial Services, Inc. from 2011-2013 and Commerce Investment Corp, Senior Investment Officer with SunTrust Securities, Wealth Advisory Specialist with Smith Barney, and Commercial Lending with Wachovia.
Paul works privately with families, philanthropies, and corporations on a national basis assisting them with their domestic financial needs. Paul also holds a Wealth Advisor designation.
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV