Paulson Investment Co.
Description
Founded: 1970 Parent organization: Variation Biotechnologies Subsidiary: Paulson Investment Company, Asset Management Arm
Paulson Investment Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Paulson Investment Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Paulson Investment Co. Salaries. You can even request information on how much does Paulson Investment Co. pay if you want to. Learn about salaries, pros and cons of working for Paulson Investment Co. directly from the past employees.
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Paulson Investment Co. Employees
Employee
Years
Job
Industry
Maria Castling Maria Castling's Paulson Investment Co. Experience June 1996 - September 1999
Job Financial Crimes Supervisor II
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Wells Fargo July 2011 - February 2013
Wells Fargo July 2008 - July 2011
Wells Fargo October 2002 - July 2008
Bank of America September 1999 - October 2002
Paulson Investment Co. June 1996 - September 1999
Skills
Credit, Banking, Risk Management, Mortgage Lending, Credit Analysis, Team Building, Credit Risk, Retail Banking, Call Centers, Employee Training, Sales, Process Improvement
Education
Portland Community College 2011 — 2013
Finance, Finance, General, Taking break
Wells Fargo February 2013 - Present
Wells Fargo July 2011 - February 2013
Wells Fargo July 2008 - July 2011
Wells Fargo October 2002 - July 2008
Bank of America September 1999 - October 2002
Paulson Investment Co. June 1996 - September 1999
Skills
Credit, Banking, Risk Management, Mortgage Lending, Credit Analysis, Team Building, Credit Risk, Retail Banking, Call Centers, Employee Training, Sales, Process Improvement
Education
Portland Community College 2011 — 2013
Finance, Finance, General, Taking break
Jay Barton Jay Barton's Paulson Investment Co. Experience January 1987 - November 2001
Job Business and Technology Teacher / Coach
Industry Primary/Secondary Education
Experience
Santiam Christian School September 2005 - Present
Paulson Investment Co. January 1987 - November 2001
Skills
Teaching, Business Education, Coaching, Marketing, Public Speaking, Lesson Planning, Educational Technology, Cross Country, DECA, Personal Finance, Track and Field, Curriculum Design, Curriculum Development, Microsoft Technologies, Microsoft Excel, Photoshop, Prezi, Basketball Coaching, Investments, Google Webmaster Tools, Microsoft Office
Education
Oregon State University 1980 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Oregon State University 2002 — 2005
Teacher Licensing, Secondary Education and Teaching
American College of Education
Master's Degree, Education Technolgy
Santiam Christian School September 2005 - Present
Paulson Investment Co. January 1987 - November 2001
Skills
Teaching, Business Education, Coaching, Marketing, Public Speaking, Lesson Planning, Educational Technology, Cross Country, DECA, Personal Finance, Track and Field, Curriculum Design, Curriculum Development, Microsoft Technologies, Microsoft Excel, Photoshop, Prezi, Basketball Coaching, Investments, Google Webmaster Tools, Microsoft Office
Education
Oregon State University 1980 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Oregon State University 2002 — 2005
Teacher Licensing, Secondary Education and Teaching
American College of Education
Master's Degree, Education Technolgy
Adrian Parker Adrian Parker's Paulson Investment Co. Experience August 2000 - October 2003
Job Partner at Northwest School Equipment
Industry Building Materials
Experience
Northwest School Equipment May 2007 - October 2014
KeyBank June 2005 - May 2007
Bank of America October 2003 - June 2005
Paulson Investment Co. August 2000 - October 2003
Skills
Strategic Planning, Management, New Business Development, Negotiation, Sales, Business Strategy, Sales Management, Customer Service, Marketing Strategy, Contract Negotiation, Project Management, Team Building, Business Development, Leadership, Marketing, Budgets
Education
University of Oregon 1993 — 2000
Bachelor of Science (B.S.), Journalism
Northwest School Equipment May 2007 - October 2014
KeyBank June 2005 - May 2007
Bank of America October 2003 - June 2005
Paulson Investment Co. August 2000 - October 2003
Skills
Strategic Planning, Management, New Business Development, Negotiation, Sales, Business Strategy, Sales Management, Customer Service, Marketing Strategy, Contract Negotiation, Project Management, Team Building, Business Development, Leadership, Marketing, Budgets
Education
University of Oregon 1993 — 2000
Bachelor of Science (B.S.), Journalism
Joseph LaScala Joseph LaScala's Paulson Investment Co. Experience 2010 - 2012
Job Sr. Managing Director at Aegis Captial, Corp.
Industry Investment Management
Experience
Aegis Captial, Corp. March 2012 - Present
Acumen Insurance Services June 2011 - February 2012
Acumen Investment Services July 2009 - February 2012
Paulson Investment Co. 2010 - 2012
GunnAllen Financial July 2002 - July 2009
Investec 1999 - 2002
Sherman and Sterling 1997 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Estate Planning, Asset Allocation, Securities, Asset Management, Portfolio Management, Insurance, 401k, Life Insurance, Series 63, Long-term Care
Education
Hofstra University 2001 — 2007
MBA, Finance
Manhattan College 1995 — 1999
BA, Finance
Aegis Captial, Corp. March 2012 - Present
Acumen Insurance Services June 2011 - February 2012
Acumen Investment Services July 2009 - February 2012
Paulson Investment Co. 2010 - 2012
GunnAllen Financial July 2002 - July 2009
Investec 1999 - 2002
Sherman and Sterling 1997 - 1998
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Estate Planning, Asset Allocation, Securities, Asset Management, Portfolio Management, Insurance, 401k, Life Insurance, Series 63, Long-term Care
Education
Hofstra University 2001 — 2007
MBA, Finance
Manhattan College 1995 — 1999
BA, Finance
Nicholas Berns Nicholas Berns's Paulson Investment Co. Experience September 2014 - Present
Job Private Equity/Venture Capital at Paulson Investment Co.
Industry Investment Banking
Experience
Paulson Investment Co. September 2014 - Present
Plexus Worldwide, Inc. October 2013 - July 2014
Empire Film Group February 2012 - July 2013
Chalice Recording Studios October 2011 - December 2011
Wavaflow Studios September 2011 - November 2011
Skills
Final Cut Pro, Film, Film Production, Entertainment, Social Media, Video Production, Television, Producing, Reality, Screenwriting, Sound, MIDI, Music Industry, Pro Tools, Video, Video Editing, Avid, Post Production, Feature Films, Audio Post Production, Video Games, Final Draft, Pre-production, Documentaries, Final Cut Studio, DVD Studio Pro, Avid Media Composer
Education
Conservatory of Recording Arts and Sciences 2011 — 2011
Certification of Completion, Recording, Mixing and Editing Audio
Paulson Investment Co. September 2014 - Present
Plexus Worldwide, Inc. October 2013 - July 2014
Empire Film Group February 2012 - July 2013
Chalice Recording Studios October 2011 - December 2011
Wavaflow Studios September 2011 - November 2011
Skills
Final Cut Pro, Film, Film Production, Entertainment, Social Media, Video Production, Television, Producing, Reality, Screenwriting, Sound, MIDI, Music Industry, Pro Tools, Video, Video Editing, Avid, Post Production, Feature Films, Audio Post Production, Video Games, Final Draft, Pre-production, Documentaries, Final Cut Studio, DVD Studio Pro, Avid Media Composer
Education
Conservatory of Recording Arts and Sciences 2011 — 2011
Certification of Completion, Recording, Mixing and Editing Audio
Peter Kepich Peter Kepich's Paulson Investment Co. Experience January 2014 - December 2014
Job Entrepreneur, Investor, Consultant, Advisor
Industry Venture Capital & Private Equity
Experience
Adsomnia December 2014 - Present
PSK Consulting LLC December 2014 - Present
Stealth Mode Startup September 2014 - Present
Main Street Brewing Company January 2009 - Present
Paulson Investment Co. January 2014 - December 2014
Tailfin Ventures September 2013 - December 2014
THIRSTIE September 2013 - March 2014
Concord 51 June 2013 - September 2013
Footbridge Partners, LLC January 2013 - May 2013
Merrill Lynch May 2012 - September 2012
Skills
Financial Modeling, Bloomberg, Equities, Hedge Funds, Bloomberg Terminal, Morningstar, Investments, Financial Analysis, Private Equity, Portfolio Management, Valuation, Fixed Income, Microsoft Excel, Alternative Investments, Microsoft Office, Venture Capital, Fundamental Analysis, Fundraising, International Political..., Political Risk Analysis, Investment Banking, Mergers
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Gilmour Academy 2005 — 2009
High School
Adsomnia December 2014 - Present
PSK Consulting LLC December 2014 - Present
Stealth Mode Startup September 2014 - Present
Main Street Brewing Company January 2009 - Present
Paulson Investment Co. January 2014 - December 2014
Tailfin Ventures September 2013 - December 2014
THIRSTIE September 2013 - March 2014
Concord 51 June 2013 - September 2013
Footbridge Partners, LLC January 2013 - May 2013
Merrill Lynch May 2012 - September 2012
Skills
Financial Modeling, Bloomberg, Equities, Hedge Funds, Bloomberg Terminal, Morningstar, Investments, Financial Analysis, Private Equity, Portfolio Management, Valuation, Fixed Income, Microsoft Excel, Alternative Investments, Microsoft Office, Venture Capital, Fundamental Analysis, Fundraising, International Political..., Political Risk Analysis, Investment Banking, Mergers
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Gilmour Academy 2005 — 2009
High School
W. Galen Edie II W. Galen Edie II's Paulson Investment Co. Experience August 2013 - December 2013
Job Director
Industry Construction
Experience
Ganic Construction June 2015 - Present
Merrill Lynch February 2014 - June 2015
Paulson Investment Co. August 2013 - December 2013
McCarter & English Attorneys at Law June 2010 - August 2012
Assemblyman Scott T June 2010 - May 2012
Giuliani Partners, LLC January 2012 - February 2012
Skills
Legal Writing, Legal Research, Political Science, Series 7, Series 63, Microsoft Office, Microsoft Excel, Time Management, Research, Analytics, Communication, Finance, Insurance, Private Equity, Sales
Education
Ramapo College of New Jersey 2009 — 2012
Bachelor's degree, Political Science, Summa Cum Laude
Ramapo College, School of American and International Studies 2009 — 2012
Bachelor of Science, Political Science
DePaul Catholic 2004 — 2008
Iona College
Ganic Construction June 2015 - Present
Merrill Lynch February 2014 - June 2015
Paulson Investment Co. August 2013 - December 2013
McCarter & English Attorneys at Law June 2010 - August 2012
Assemblyman Scott T June 2010 - May 2012
Giuliani Partners, LLC January 2012 - February 2012
Skills
Legal Writing, Legal Research, Political Science, Series 7, Series 63, Microsoft Office, Microsoft Excel, Time Management, Research, Analytics, Communication, Finance, Insurance, Private Equity, Sales
Education
Ramapo College of New Jersey 2009 — 2012
Bachelor's degree, Political Science, Summa Cum Laude
Ramapo College, School of American and International Studies 2009 — 2012
Bachelor of Science, Political Science
DePaul Catholic 2004 — 2008
Iona College
Schuyler Tully Schuyler Tully's Paulson Investment Co. Experience November 2014 - Present
Job Investment Associate at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
Alex Winks's Paulson Investment Co. Experience July 2015 - Present
Job CFO at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. July 2015 - Present
Advanced Equities 2014 - 2015
JPMorgan Chase & Co. 2013 - 2014
Advanced Equities 2011 - 2013
Advanced Equities 2008 - 2011
Wachovia Securities 2007 - 2008
Morgan Stanley 2006 - 2006
Skills
Fund Accounting, Financial Analysis, Financial Modeling, Series 7, Microsoft Excel, QuickBooks, Valuation, FINRA, SEC filings, Financial Reporting, Securities Regulation, Access, Investran, Capital IQ, Financial Audits, Partnership Tax Returns, Uniform Combined State..., Series 66, Salesforce.com, Compliance11, Fund Administration, Return on Investment..., Operating Agreements, Bridge Loans, Capital Calls, Sungard, Series 27
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Business Administration, Concentration in Investments
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Finance
Paulson Investment Co. July 2015 - Present
Advanced Equities 2014 - 2015
JPMorgan Chase & Co. 2013 - 2014
Advanced Equities 2011 - 2013
Advanced Equities 2008 - 2011
Wachovia Securities 2007 - 2008
Morgan Stanley 2006 - 2006
Skills
Fund Accounting, Financial Analysis, Financial Modeling, Series 7, Microsoft Excel, QuickBooks, Valuation, FINRA, SEC filings, Financial Reporting, Securities Regulation, Access, Investran, Capital IQ, Financial Audits, Partnership Tax Returns, Uniform Combined State..., Series 66, Salesforce.com, Compliance11, Fund Administration, Return on Investment..., Operating Agreements, Bridge Loans, Capital Calls, Sungard, Series 27
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Business Administration, Concentration in Investments
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Finance
Daniel Povzhitkov Daniel Povzhitkov's Paulson Investment Co. Experience May 2014 - November 2014
Job MC at New York Sports Club
Industry Venture Capital & Private Equity
Experience
New York Sports Club February 2015 - Present
Paulson Investment Co. May 2014 - November 2014
The North Jersey Surgery Center November 2012 - September 2013
New York Piano Society June 2012 - May 2013
Astral Energy LLC August 2012 - September 2012
United Insurance Consultants (UIC Inc) September 2011 - November 2011
Aon Benfield June 2010 - August 2010
Skills
Marketing, Social Media, Skilled Relationship..., Presenter, Sales, Negotiation, Russian, Program Management, Research, Public Speaking, Marketing Strategy, Private Equity, Venture Capital, Risk Management
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Anthropology
New York Sports Club February 2015 - Present
Paulson Investment Co. May 2014 - November 2014
The North Jersey Surgery Center November 2012 - September 2013
New York Piano Society June 2012 - May 2013
Astral Energy LLC August 2012 - September 2012
United Insurance Consultants (UIC Inc) September 2011 - November 2011
Aon Benfield June 2010 - August 2010
Skills
Marketing, Social Media, Skilled Relationship..., Presenter, Sales, Negotiation, Russian, Program Management, Research, Public Speaking, Marketing Strategy, Private Equity, Venture Capital, Risk Management
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Anthropology
Bryan Hagen Bryan Hagen's Paulson Investment Co. Experience June 2012 - Present
Job Chief Compliance Officer at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. June 2012 - Present
Hagen Compliance LLC 2011 - Present
Phillips and Company Wealth Strategies November 2000 - January 2011
FINRA (formerly NASD) August 1998 - November 2000
Skills
Securities Compliance..., Expert Witness, Case Analysis, Broker Dealer Compliance, Procedure Development, Teaching, Relationship Development, Operations Management, Auditing, Testing, Compliance, Securities, Due Diligence, AML, Risk, FINRA, Broker-Dealer, Financial Risk, Investment Advisory, Series 7, Finance, Anti Money Laundering
Education
Reed College 1987 — 1991
B.A., Economics
University of Chicago Graduate School of Business
Completed Fellows Program
Paulson Investment Co. June 2012 - Present
Hagen Compliance LLC 2011 - Present
Phillips and Company Wealth Strategies November 2000 - January 2011
FINRA (formerly NASD) August 1998 - November 2000
Skills
Securities Compliance..., Expert Witness, Case Analysis, Broker Dealer Compliance, Procedure Development, Teaching, Relationship Development, Operations Management, Auditing, Testing, Compliance, Securities, Due Diligence, AML, Risk, FINRA, Broker-Dealer, Financial Risk, Investment Advisory, Series 7, Finance, Anti Money Laundering
Education
Reed College 1987 — 1991
B.A., Economics
University of Chicago Graduate School of Business
Completed Fellows Program
Glenn Lassen Glenn Lassen's Paulson Investment Co. Experience December 1996 - October 2008
Job Implementation Consultant at Advent Software
Industry Information Technology and Services
Experience
Advent Software January 2012 - Present
CMC Advisers, LLC March 2009 - December 2011
Paulson Investment Co. December 1996 - October 2008
R.V. Kuhns & Associates January 1995 - December 1996
adidas group August 1994 - December 1994
Skills
Systems Administration, SQL Administration, CRM Administration, Portfolio Management..., Technology Consulting, Information Systems..., Systems Design, Document Management..., Technology Training, Financial Advisory, Investment Advisory, Performance Reporting, Network Administration, Network Design, SQL Server, Group Policy, Active Directory, DFS, Administration, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Financial Advice, Retirement Planning, Microsoft Office, High Net Worth..., Customer Service, Financial Planning, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Private Wealth..., Retirement, Asset Managment, Portfolio Management, APX, Moxy, Consulting, Wealth Management..., Strategic Financial..., Databases, CRM, Microsoft SQL Server, SQL, Securities, Enterprise Software
Education
Oregon State University 1989 — 1993
BS in Financial Services, Finance, Communications, Computer Science
South Salem High School 1984 — 1988
Advent Software January 2012 - Present
CMC Advisers, LLC March 2009 - December 2011
Paulson Investment Co. December 1996 - October 2008
R.V. Kuhns & Associates January 1995 - December 1996
adidas group August 1994 - December 1994
Skills
Systems Administration, SQL Administration, CRM Administration, Portfolio Management..., Technology Consulting, Information Systems..., Systems Design, Document Management..., Technology Training, Financial Advisory, Investment Advisory, Performance Reporting, Network Administration, Network Design, SQL Server, Group Policy, Active Directory, DFS, Administration, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Financial Advice, Retirement Planning, Microsoft Office, High Net Worth..., Customer Service, Financial Planning, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Private Wealth..., Retirement, Asset Managment, Portfolio Management, APX, Moxy, Consulting, Wealth Management..., Strategic Financial..., Databases, CRM, Microsoft SQL Server, SQL, Securities, Enterprise Software
Education
Oregon State University 1989 — 1993
BS in Financial Services, Finance, Communications, Computer Science
South Salem High School 1984 — 1988
Bill Berg Bill Berg's Paulson Investment Co. Experience January 1982 - June 1993
Job President, Sigma Investment Management Company
Industry Investment Management
Experience
Sigma Investment Management Company November 1992 - Present
Oregon Community Foundation November 2004 - Present
Oregon Health & Science University Foundation January 2012 - Present
Knight Cancer Institute Council December 2012 - Present
Paulson Investment Co. January 1982 - June 1993
Stoel Rives LLP August 1979 - January 1982
Willamette Management Associates 1975 - 1977
Education
Harvard Law School 1976 — 1979
JD
Stanford University 1972 — 1976
AB, AM, Economics
Wilson High School
Sigma Investment Management Company November 1992 - Present
Oregon Community Foundation November 2004 - Present
Oregon Health & Science University Foundation January 2012 - Present
Knight Cancer Institute Council December 2012 - Present
Paulson Investment Co. January 1982 - June 1993
Stoel Rives LLP August 1979 - January 1982
Willamette Management Associates 1975 - 1977
Education
Harvard Law School 1976 — 1979
JD
Stanford University 1972 — 1976
AB, AM, Economics
Wilson High School
Diana MacIntyre Diana MacIntyre's Paulson Investment Co. Experience 1988 - 1994
Job Realtor at Berkshie Hathaway Home Services Calif Realtors
Industry Real Estate
Experience
Berkshie Hathaway Home Services Calif Realtors October 2013 - Present
Prudential Realty September 1994 - October 2009
Paulson Investment Co. 1988 - 1994
Skills
Real Estate, Sellers, Customer Service, Residential Homes, Real Estate Transactions, Property, Referrals, SFR, Income Properties, Townhomes, Property Management, Selling, Real Property, Brokerage, Rentals, Luxury, Vacation Homes, Investment Properties, FHA, Contract Negotiation, Buyers, ABR, Refinance, Foreclosures, Resellers, 1031 Exchanges, Short Sales, Seniors, First Time Home Buyers, New Homes, National Association of..., REO, Negotiation, Move Up Buyers, e-PRO, Real Estate Development, HUD, Home Staging, Escrow
Education
University of California, Los Angeles
AA, Marketing
Berkshie Hathaway Home Services Calif Realtors October 2013 - Present
Prudential Realty September 1994 - October 2009
Paulson Investment Co. 1988 - 1994
Skills
Real Estate, Sellers, Customer Service, Residential Homes, Real Estate Transactions, Property, Referrals, SFR, Income Properties, Townhomes, Property Management, Selling, Real Property, Brokerage, Rentals, Luxury, Vacation Homes, Investment Properties, FHA, Contract Negotiation, Buyers, ABR, Refinance, Foreclosures, Resellers, 1031 Exchanges, Short Sales, Seniors, First Time Home Buyers, New Homes, National Association of..., REO, Negotiation, Move Up Buyers, e-PRO, Real Estate Development, HUD, Home Staging, Escrow
Education
University of California, Los Angeles
AA, Marketing
Douglas Meyerson Douglas Meyerson's Paulson Investment Co. Experience May 2014 - Present
Job Institutional Salesman at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. May 2014 - Present
Canaccord Genuity Group Inc. November 2012 - October 2013
Maxim Group 2010 - 2011
Skills
Series 7, Equities, Series 63, Securities, Fixed Income, Investments, Bloomberg, Mutual Funds, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Financial Services, Trading
Education
University of Hartford 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General, 3.0
Pascack Hills High School 1985 — 1989
High School Diploma
Paulson Investment Co. May 2014 - Present
Canaccord Genuity Group Inc. November 2012 - October 2013
Maxim Group 2010 - 2011
Skills
Series 7, Equities, Series 63, Securities, Fixed Income, Investments, Bloomberg, Mutual Funds, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Financial Services, Trading
Education
University of Hartford 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General, 3.0
Pascack Hills High School 1985 — 1989
High School Diploma
Edward Jeffery Edward Jeffery's Paulson Investment Co. Experience February 1992 - Present
Job Sr. Investment Executive at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. February 1992 - Present
Education
Linfield College 1986 — 1990
Bachelor's, Economics
Paulson Investment Co. February 1992 - Present
Education
Linfield College 1986 — 1990
Bachelor's, Economics
Nicholas Maffucci's Paulson Investment Co. Experience October 2011 - February 2012
Job HSBC Securities
Industry Financial Services
Experience
HSBC March 2014 - Present
Wells Fargo Advisors LLC November 2012 - February 2014
Aegis Capital February 2012 - October 2012
Paulson Investment Co. October 2011 - February 2012
Acumen Investment Services September 2011 - February 2012
Kendal Capital Management February 2010 - February 2011
JW Korth January 2009 - April 2010
Skills
Investments, Series 7, Securities, Finance, Series 63, Investment Strategies, Insurance, Financial Services, FINRA, Analysis, Equities, Economics, Mutual Funds, Series 65, Wealth Management, Uniform Combined State..., Series 66
Education
University of Central Florida - College of Business Administration 2008 — 2011
University of Central Florida
Bachelor, Business Administration
HSBC March 2014 - Present
Wells Fargo Advisors LLC November 2012 - February 2014
Aegis Capital February 2012 - October 2012
Paulson Investment Co. October 2011 - February 2012
Acumen Investment Services September 2011 - February 2012
Kendal Capital Management February 2010 - February 2011
JW Korth January 2009 - April 2010
Skills
Investments, Series 7, Securities, Finance, Series 63, Investment Strategies, Insurance, Financial Services, FINRA, Analysis, Equities, Economics, Mutual Funds, Series 65, Wealth Management, Uniform Combined State..., Series 66
Education
University of Central Florida - College of Business Administration 2008 — 2011
University of Central Florida
Bachelor, Business Administration
Bill (William Pedersen) Pedersen Bill (William Pedersen) Pedersen's Paulson Investment Co. Experience August 2014 - Present
Job Senior Managing Director/Sales Management at Paulson Investment Co.
Industry Investment Management
Experience
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
Chase Jones Chase Jones's Paulson Investment Co. Experience June 2011 - August 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
KPMG US June 2013 - Present
Mt. Hood Solutions June 2011 - August 2012
Paulson Investment Co. June 2011 - August 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Budgets, Microsoft Word, Strategic Planning, Financial Reporting, Excel, Microsoft Office, IFRS, US GAAP
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Gonzaga University - School of Business Administration 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
KPMG US August 2014 - Present
KPMG US June 2013 - Present
Mt. Hood Solutions June 2011 - August 2012
Paulson Investment Co. June 2011 - August 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Budgets, Microsoft Word, Strategic Planning, Financial Reporting, Excel, Microsoft Office, IFRS, US GAAP
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Gonzaga University - School of Business Administration 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
James Sturdivant James Sturdivant's Paulson Investment Co. Experience 1994 - 2012
Job Senior Vice President of Investments at JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC 2012 - Present
Paulson Investment Co. 1994 - 2012
Skills
Investments, Portfolio Management, Finance, Accounting, Financial Advisory, Retirement Planning, Mutual Funds, Bonds, 401k, Fixed Annuities, Personal Budgeting, Life Insurance, Variable Annuities, IRAs, Stocks
Education
Corban University 1992 — 1996
Bachelor's degree, Accounting and Finance
JHS Capital Advisors, LLC 2012 - Present
Paulson Investment Co. 1994 - 2012
Skills
Investments, Portfolio Management, Finance, Accounting, Financial Advisory, Retirement Planning, Mutual Funds, Bonds, 401k, Fixed Annuities, Personal Budgeting, Life Insurance, Variable Annuities, IRAs, Stocks
Education
Corban University 1992 — 1996
Bachelor's degree, Accounting and Finance
Harry Striplin Harry Striplin's Paulson Investment Co. Experience April 1991 - December 2008
Job Chief Compliance Officer
Industry Financial Services
Experience
Umpqua Investments, Inc. (Member: FINRA/SIPC) December 2008 - Present
FINRA Dispute Resolution March 1998 - Present
Bill's Badges West January 1989 - Present
Umpqua Bank December 2008 - April 2014
Paulson Investment Co. April 1991 - December 2008
Murphey Favre, Inc. August 1981 - March 1991
Skills
Strong knowledge of..., Excellent Regulatory..., Project management, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Investments, Series 24, Risk Management, Securities, Series 63, Series 65, AML, FINRA, Fraud, Equities, Mergers, Engraving, Name Tags, Life Insurance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Asset Allocation, Private Banking, Financial Services, Options, Credit, Financial Risk, Insurance, Project Management, Estate Planning, Retirement, USA PATRIOT Act, Securities Regulation, Banking, Private Equity, Bonds, Loans, Trading, Financial Markets, Fixed Annuities, High Net Worth..., Uniform Combined State..., Alternative Investments, Investment Banking, Bank Secrecy Act, Broker-Dealer
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certified Regulatory and Compliance Professional (CRCP), Finance, General
Portland State University 1976 — 1981
Bachelor of Science (B.S.)
Umpqua Investments, Inc. (Member: FINRA/SIPC) December 2008 - Present
FINRA Dispute Resolution March 1998 - Present
Bill's Badges West January 1989 - Present
Umpqua Bank December 2008 - April 2014
Paulson Investment Co. April 1991 - December 2008
Murphey Favre, Inc. August 1981 - March 1991
Skills
Strong knowledge of..., Excellent Regulatory..., Project management, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Investments, Series 24, Risk Management, Securities, Series 63, Series 65, AML, FINRA, Fraud, Equities, Mergers, Engraving, Name Tags, Life Insurance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Asset Allocation, Private Banking, Financial Services, Options, Credit, Financial Risk, Insurance, Project Management, Estate Planning, Retirement, USA PATRIOT Act, Securities Regulation, Banking, Private Equity, Bonds, Loans, Trading, Financial Markets, Fixed Annuities, High Net Worth..., Uniform Combined State..., Alternative Investments, Investment Banking, Bank Secrecy Act, Broker-Dealer
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certified Regulatory and Compliance Professional (CRCP), Finance, General
Portland State University 1976 — 1981
Bachelor of Science (B.S.)
Trevor Horton Trevor Horton's Paulson Investment Co. Experience June 2011 - August 2011
Job Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates June 2014 - Present
Sage Capital Management LLC June 2013 - August 2013
Healthcasts June 2012 - August 2012
Paulson Investment Co. June 2011 - August 2011
Citrin Cooperman 2008 - 2009
Skills
Data Analysis, Management Consulting, Wealth Management, Financial Accounting, Finance Consulting, Strategic Consulting, Finance, Microsoft Excel, Business Analysis, Labor Relations, Financial Modeling, Infrastructure, Labor Economics
Education
Cornell University 2010 — 2014
Bachelor of Science (BS),, Labor and Industrial Relations; Minor - Business
Kinnelon High School 2006 — 2010
Casey, Quirk & Associates June 2014 - Present
Sage Capital Management LLC June 2013 - August 2013
Healthcasts June 2012 - August 2012
Paulson Investment Co. June 2011 - August 2011
Citrin Cooperman 2008 - 2009
Skills
Data Analysis, Management Consulting, Wealth Management, Financial Accounting, Finance Consulting, Strategic Consulting, Finance, Microsoft Excel, Business Analysis, Labor Relations, Financial Modeling, Infrastructure, Labor Economics
Education
Cornell University 2010 — 2014
Bachelor of Science (BS),, Labor and Industrial Relations; Minor - Business
Kinnelon High School 2006 — 2010
Michael Grayson Michael Grayson's Paulson Investment Co. Experience June 1982 - March 1996
Job Guild Mortgage Company MLO# 382436
Industry Banking
Experience
Alpine Mortgage Planning April 2012 - October 2013
American Home Mortgage February 2006 - November 2006
JPMorgan Chase May 2001 - November 2006
J.P May 2001 - January 2006
Citigroup Mortgage Division June 2000 - May 2001
Mortgage Group April 1996 - May 2000
Paulson Investment Co. June 1982 - March 1996
Skills
Loans, Residential Mortgages, Mortgage Banking, Credit Analysis, Investments, Loan Origination, Mortgage Lending, Credit, USDA, FHA, Real Estate Financing
Education
Pierce College 1972 — 1974
Business
Pierce College
Alpine Mortgage Planning April 2012 - October 2013
American Home Mortgage February 2006 - November 2006
JPMorgan Chase May 2001 - November 2006
J.P May 2001 - January 2006
Citigroup Mortgage Division June 2000 - May 2001
Mortgage Group April 1996 - May 2000
Paulson Investment Co. June 1982 - March 1996
Skills
Loans, Residential Mortgages, Mortgage Banking, Credit Analysis, Investments, Loan Origination, Mortgage Lending, Credit, USDA, FHA, Real Estate Financing
Education
Pierce College 1972 — 1974
Business
Pierce College
Tommy Shuey's Paulson Investment Co. Experience May 2008 - August 2008
Job Associate at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance October 2014 - Present
Sentry Lacrosse December 2009 - Present
Pegasus Funds May 2009 - October 2014
Core Resource Management September 2013 - June 2014
Paulson Investment Co. May 2008 - August 2008
Skills
Mergers & Acquisitions, Management, Financial Modeling, Investment Banking, Strategy, Marketing, Financial Analysis, Investments, Real Estate Economics, Mergers, Program Management, Valuation, Private Equity
Education
Hofstra University 2005 — 2009
BBA, Finance, Economics
Deloitte Corporate Finance October 2014 - Present
Sentry Lacrosse December 2009 - Present
Pegasus Funds May 2009 - October 2014
Core Resource Management September 2013 - June 2014
Paulson Investment Co. May 2008 - August 2008
Skills
Mergers & Acquisitions, Management, Financial Modeling, Investment Banking, Strategy, Marketing, Financial Analysis, Investments, Real Estate Economics, Mergers, Program Management, Valuation, Private Equity
Education
Hofstra University 2005 — 2009
BBA, Finance, Economics
Samantha Ridenour Kling Samantha Ridenour Kling's Paulson Investment Co. Experience December 2014 - Present
Job Operations Manager at Paulson Investment Co.
Industry Investment Banking
Experience
Paulson Investment Co. December 2014 - Present
Advanced Equities Inc March 2010 - December 2013
ABC Entertainment September 2006 - December 2009
Skills
Due Diligence, Alternative Investments, Private Equity
Education
The George Washington University 2001 — 2005
Bachelor of Arts (BA), Psychology
Paulson Investment Co. December 2014 - Present
Advanced Equities Inc March 2010 - December 2013
ABC Entertainment September 2006 - December 2009
Skills
Due Diligence, Alternative Investments, Private Equity
Education
The George Washington University 2001 — 2005
Bachelor of Arts (BA), Psychology
Gabrielle Breard's Paulson Investment Co. Experience 1999 - 2006
Job Director at Breard & Associates Inc.
Industry Accounting
Experience
Financial West Group November 2008 - Present
Breard & Associates Inc. 1989 - Present
Morgan Peabody March 2008 - November 2008
Brookstreet Securities 2006 - 2007
Paulson Investment Co. 1999 - 2006
glenfed brokerage services 1995 - 1999
glenfed brokerage services 1995 - 1999
glenfed brokerage services 1995 - 1999
GlenFed Brokerage Services 1995 - 1998
Skills
Series 63, FINRA, Series 7, Strategic Planning, Mutual Funds, Sales, Accounting, Series 24, Business Strategy, Auditing, New Business Development, Equities, Securities, Team Building, Investments, Financial Analysis, Portfolio Management
Education
California State University-Northridge 1980 — 1985
B.S., Finance
Financial West Group November 2008 - Present
Breard & Associates Inc. 1989 - Present
Morgan Peabody March 2008 - November 2008
Brookstreet Securities 2006 - 2007
Paulson Investment Co. 1999 - 2006
glenfed brokerage services 1995 - 1999
glenfed brokerage services 1995 - 1999
glenfed brokerage services 1995 - 1999
GlenFed Brokerage Services 1995 - 1998
Skills
Series 63, FINRA, Series 7, Strategic Planning, Mutual Funds, Sales, Accounting, Series 24, Business Strategy, Auditing, New Business Development, Equities, Securities, Team Building, Investments, Financial Analysis, Portfolio Management
Education
California State University-Northridge 1980 — 1985
B.S., Finance
Matt MacLellan's Paulson Investment Co. Experience Financial AdviserMerrill LynchJanuary 2007 - June 2008
Job Account Executive at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. Financial AdviserMerrill LynchJanuary 2007 - June 2008
Education
Hofstra University 2000 — 2006
BA, Finance
Paulson Investment Co. Financial AdviserMerrill LynchJanuary 2007 - June 2008
Education
Hofstra University 2000 — 2006
BA, Finance
nancy twaits's Paulson Investment Co. Experience 1992 - 1995
Job Owner at NT Associates
Industry Financial Services
Experience
NT Associates September 1996 - Present
Chapter One Bookstore June 2010 - March 2012
Office Manager, Personal Assistant, Diamond Buyers May 2011 - January 2012
NT ASSOCIATES 1997 - 2009
Paulson Investment Co 1992 - 1995
Oppenheimer & Co. 1985 - 1990
Dean Witter 1980 - 1985
Skills
Microsoft Office, PowerPoint, Quickbooks, Excel, Writing, Editing, Event Marketing, Public Relations, Investments, Consultancy, Customer Relations, Administration
Education
Skidmore College 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
NT Associates September 1996 - Present
Chapter One Bookstore June 2010 - March 2012
Office Manager, Personal Assistant, Diamond Buyers May 2011 - January 2012
NT ASSOCIATES 1997 - 2009
Paulson Investment Co 1992 - 1995
Oppenheimer & Co. 1985 - 1990
Dean Witter 1980 - 1985
Skills
Microsoft Office, PowerPoint, Quickbooks, Excel, Writing, Editing, Event Marketing, Public Relations, Investments, Consultancy, Customer Relations, Administration
Education
Skidmore College 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
Thomas Shanley's Paulson Investment Co. Experience January 2014 - Present
Job Investment Associate at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. January 2014 - Present
First Financial Resources November 2012 - December 2013
Lincoln Financial Group November 2011 - November 2012
Allen Partners May 2010 - May 2011
River Bank January 2009 - May 2009
Skills
Alternative Investments, Series 7, Bloomberg, Investments, Valuation, Financial Modeling, Asset Managment, Series 63, Portfolio Management, Financial Analysis, Strategic Financial..., Investment Banking, Convertible Arbitrage, Asset Management, Estate Planning, Analysis, Risk Management, Asset Allocation, Equities, Retirement Planning, Wealth Management, Fixed Income, Investment Strategies
Education
Stonehill College 2005 — 2009
Political Science and Economics
Trinity Pawling Highschool 2001 — 2005
Paulson Investment Co. January 2014 - Present
First Financial Resources November 2012 - December 2013
Lincoln Financial Group November 2011 - November 2012
Allen Partners May 2010 - May 2011
River Bank January 2009 - May 2009
Skills
Alternative Investments, Series 7, Bloomberg, Investments, Valuation, Financial Modeling, Asset Managment, Series 63, Portfolio Management, Financial Analysis, Strategic Financial..., Investment Banking, Convertible Arbitrage, Asset Management, Estate Planning, Analysis, Risk Management, Asset Allocation, Equities, Retirement Planning, Wealth Management, Fixed Income, Investment Strategies
Education
Stonehill College 2005 — 2009
Political Science and Economics
Trinity Pawling Highschool 2001 — 2005
Cameron Fairley's Paulson Investment Co. Experience May 2006 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Paulson Investment Co. May 2006 - August 2007
Education
College of Charleston 2006 — 2010
B.S., Sociology, Economics
Paulson Investment Co. May 2006 - August 2007
Education
College of Charleston 2006 — 2010
B.S., Sociology, Economics
Daniel Brocki's Paulson Investment Co. Experience June 2014 - February 2015
Job Account Executive at Intralinks
Industry Financial Services
Experience
Intralinks February 2015 - Present
Paulson Investment Co. June 2014 - February 2015
W. P. Carey Inc. April 2013 - April 2014
BlackRock March 2011 - April 2013
Commerce One Financial 2010 - 2010
Skills
Finance, Financial Modeling, Customer Service, Time Management, Research, PowerPoint, Mutual Funds, Leadership, Microsoft Excel, Microsoft Word, Sales, Teamwork, Analysis, Management, Fixed Income, CRM, Investments, Portfolio Management, Financial Analysis, Equities
Education
Rensselaer Polytechnic Institute 2005 — 2009
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2009
B.S.
Intralinks February 2015 - Present
Paulson Investment Co. June 2014 - February 2015
W. P. Carey Inc. April 2013 - April 2014
BlackRock March 2011 - April 2013
Commerce One Financial 2010 - 2010
Skills
Finance, Financial Modeling, Customer Service, Time Management, Research, PowerPoint, Mutual Funds, Leadership, Microsoft Excel, Microsoft Word, Sales, Teamwork, Analysis, Management, Fixed Income, CRM, Investments, Portfolio Management, Financial Analysis, Equities
Education
Rensselaer Polytechnic Institute 2005 — 2009
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2009
B.S.
Derrell Reeves's Paulson Investment Co. Experience August 1993 - June 2013
Job Retired at RV Traveler
Industry Financial Services
Experience
Rv Traveler July 2013 - Present
DGR Investments August 1993 - June 2013
Paulson Investment Co. August 1993 - June 2013
Skills
Loans, Banking, Credit, Mortgage Lending, Portfolio Management, Commercial Banking, Retail Banking, Commercial Lending, Investments, Small Business Lending, Mortgage Banking, Consumer Lending
Education
Brigham Young University
Bachelor of Science (BS), Finance & Marketing
College of Southern Utah
Associate's degree, Finance, General
Rv Traveler July 2013 - Present
DGR Investments August 1993 - June 2013
Paulson Investment Co. August 1993 - June 2013
Skills
Loans, Banking, Credit, Mortgage Lending, Portfolio Management, Commercial Banking, Retail Banking, Commercial Lending, Investments, Small Business Lending, Mortgage Banking, Consumer Lending
Education
Brigham Young University
Bachelor of Science (BS), Finance & Marketing
College of Southern Utah
Associate's degree, Finance, General
Akinobu Yokoyama's Paulson Investment Co. Experience October 1991 - December 1993
Job JP Market Development Representative – Business Development
Industry Internet
Experience
SurveyMonkey September 2010 - Present
iconGroupe February 2007 - February 2009
Clear Channel Outdoor March 2000 - February 2007
KINK FM May 1997 - March 2000
Portland Rockies Baseball Club June 1996 - May 1997
Nippon Express January 1994 - June 1996
Paulson Investment Co. October 1991 - December 1993
Meiko Securitues April 1990 - August 1991
Skills
Advertising, Media Planning, Digital Marketing, Survey Methodology, Online Survey Design, SEM, Marketing, Japanese, Online Advertising, Salesforce.com, Needs Analysis, Account Management, Sales Presentations
Education
Tokyo International University 1986 — 1990
BA, Marketing
SurveyMonkey September 2010 - Present
iconGroupe February 2007 - February 2009
Clear Channel Outdoor March 2000 - February 2007
KINK FM May 1997 - March 2000
Portland Rockies Baseball Club June 1996 - May 1997
Nippon Express January 1994 - June 1996
Paulson Investment Co. October 1991 - December 1993
Meiko Securitues April 1990 - August 1991
Skills
Advertising, Media Planning, Digital Marketing, Survey Methodology, Online Survey Design, SEM, Marketing, Japanese, Online Advertising, Salesforce.com, Needs Analysis, Account Management, Sales Presentations
Education
Tokyo International University 1986 — 1990
BA, Marketing
John Reitz's Paulson Investment Co. Experience February 1972 - December 2010
Job Trumpet player at Self Employed Musician/Investor
Industry Entertainment
Experience
Self Employed Musician/Investor June 1946 - Present
Paulson Investment Co. February 1972 - December 2010
Education
University of Washington 1949 — 1950
Master of Arts, Composing Music
Lewis and Clark College 1946 — 1949
Bachelor of Science 1948, Bachelor of Music 1949, Music C & Trumpetomposition
Self Employed Musician/Investor June 1946 - Present
Paulson Investment Co. February 1972 - December 2010
Education
University of Washington 1949 — 1950
Master of Arts, Composing Music
Lewis and Clark College 1946 — 1949
Bachelor of Science 1948, Bachelor of Music 1949, Music C & Trumpetomposition
Ryan Monaghan, MBA's Paulson Investment Co. Experience January 2008 - January 2010
Job Owner of Monaghan Siding, LLC
Industry Construction
Experience
Monaghan Siding January 2010 - Present
Paulson Investment Co. January 2008 - January 2010
Northwestern Mutual April 2007 - January 2008
Skills
Strategic Financial..., Portfolio Management, Equities, Finance, Series 63, Retirement Planning, Investments, Life Insurance, Wealth Management, Mutual Funds, Investment Advisory, Marketing, PowerPoint, Asset Managment, Fixed Income, Asset Management
Education
Monmouth University 2010 — 2012
Master of Business Administration
Montclair State University 2004 — 2006
Bachelor of Science, Finance
Sacred Heart University 2002 — 2004
Bachelors, Finance
Manasquan High School 1998 — 2002
Monaghan Siding January 2010 - Present
Paulson Investment Co. January 2008 - January 2010
Northwestern Mutual April 2007 - January 2008
Skills
Strategic Financial..., Portfolio Management, Equities, Finance, Series 63, Retirement Planning, Investments, Life Insurance, Wealth Management, Mutual Funds, Investment Advisory, Marketing, PowerPoint, Asset Managment, Fixed Income, Asset Management
Education
Monmouth University 2010 — 2012
Master of Business Administration
Montclair State University 2004 — 2006
Bachelor of Science, Finance
Sacred Heart University 2002 — 2004
Bachelors, Finance
Manasquan High School 1998 — 2002
Donald F Young, Jr's Paulson Investment Co. Experience July 1997 - February 2007
Job Assistant Area Manager at SGN Nutrition
Industry Writing and Editing
Experience
SGN Nutrition March 2013 - Present
The Home Depot July 2007 - Present
Daily Deal Media June 2011 - January 2013
Extra Space Storage April 2007 - January 2011
Paulson Investment Co. July 1997 - February 2007
Skills
Market Technician, Journeyman Tilesetter, Media Relations, News Writing, Interviews, Facebook, Flooring, SEO, Social Media, Blogging, Online Marketing, Social Media Marketing, Sales, Social Networking, Email Marketing
Education
The University of New Mexico 1977 — 1984
Electrical Engineering and Computer Science
Marello Prep 1973 — 1977
Math / Science
SGN Nutrition March 2013 - Present
The Home Depot July 2007 - Present
Daily Deal Media June 2011 - January 2013
Extra Space Storage April 2007 - January 2011
Paulson Investment Co. July 1997 - February 2007
Skills
Market Technician, Journeyman Tilesetter, Media Relations, News Writing, Interviews, Facebook, Flooring, SEO, Social Media, Blogging, Online Marketing, Social Media Marketing, Sales, Social Networking, Email Marketing
Education
The University of New Mexico 1977 — 1984
Electrical Engineering and Computer Science
Marello Prep 1973 — 1977
Math / Science
Edward Jeffery's Paulson Investment Co. Experience January 1992 - May 2012
Job Vice President of Investments, Financial Advisor at JHS Capital Advisors, Inc.
Industry Financial Services
Experience
JHS Capital Advisors, Inc. May 2012 - Present
Paulson Investment Co. January 1992 - May 2012
Skills
Wealth Management...
Education
Linfield College 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
JHS Capital Advisors, Inc. May 2012 - Present
Paulson Investment Co. January 1992 - May 2012
Skills
Wealth Management...
Education
Linfield College 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services