Paragon Advisors, Inc.
Address: 3401 Tuttle Rd Garage Level 2, Tower C, Shaker Heights, OH 44122 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (216) 491-3990Website: : : : Category: : Place name: : : Website: http://paragonadvisors.net/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Paragon Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Paragon Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Paragon Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Paragon Advisors, Inc. Employees
Paradigm Wealth Management, LLC March 2013 - Present
Paragon Advisors, Inc. August 2007 - October 2012
Paragon Advisors, Inc. April 2005 - August 2007
Paragon Advisors, Inc. July 2002 - March 2005
Skoda Minotti February 2001 - April 2001
Skills
Wealth Management, Personal Financial..., High Net Worth..., Income Tax, Asset Allocation, Portfolio Management, Financial Research, Finance, Tax, Financial Advisory, Retirement Planning, Accounting, Retirement
Education
John Carroll University 2002 — 2004
Master of Business Administration
John Carroll University 1998 — 2002
Bachelors of Science & Business Administration, Accounting
Paragon Advisors, Inc. July 2005 - Present
Skills
Financial Analysis, Account Management, Strategic Planning, Investments
Education
University of Dayton 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Skoda Minotti February 2015 - Present
Paragon Advisors, Inc. August 2003 - January 2015
Charles Schwab & Co., Inc. August 1999 - August 2003
Ernst & Young, LLP September 1992 - August 1999
Skills
Estate & Trust Planning, Asset Allocation..., Investment Advice, Personal Income Tax..., Financial Analysis, Cash Planning, Retirement Planning, Stock Option Planning, Family Limited..., Trust Taxation, Investments, Roth IRA Analysis, Saving for Education..., Qualified Retirement..., Gift Tax, Private Foundations, Personal Net Worth..., Qualified Personal..., Grantor Retained..., Charitable Lead Trusts, Charitable Remainder..., Life Insurance, Property & Casualty..., Financial Modeling, Fixed Income, Accounting, Financial Services, CPA, Income Tax
Education
University of Akron Masters of Taxation 1996 — 2000
Master's Degree, Taxation, 3.9 GPA
Miami University 1988 — 1992
Bachelor's Degree, Accounting & Finance, 4.0 GPA
Paragon Advisors, Inc. August 2012 - Present
RSM McGladrey January 2008 - April 2012
PricewaterhouseCoopers January 2006 - December 2007
Deloitte & Touche January 2005 - December 2005
Green Hasson & Janks 1999 - 2005
Education
Golden Gate University 2000 — 2002
Master Business Taxation, Taxation
University of California, Los Angeles 1988 — 1992
Bachelor of Arts, Business/Economics
Bon Appetit August 2012 - Present
Freelance April 2012 - Present
palate/palette/plate January 2011 - Present
Ugallery.com July 2010 - Present
General Assembly June 2012 - July 2012
Sunday Suppers Studio April 2012 - July 2012
markbittman.com August 2011 - July 2012
food52.com May 2011 - March 2012
20x200 Jen Bekman Projects, Inc. March 2011 - June 2011
Paragon Advisors, Inc. August 2010 - January 2011
Skills
Photography, Graphic Design, Oil Painting, Food Photography, Art Direction, Illustration, Editorial Design, Hand-lettering, Typography
Education
Colgate University 2006 — 2010
Bachelor of Arts, English, Studio Art
Shaker Heights High School
Paragon Advisors, Inc. January 2014 - Present
Paragon Advisors, Inc. August 2011 - Present
Paragon Advisors, Inc. June 1997 - August 2009
Ernst & Young, LLP September 1995 - May 1997
Skills
Strategic Financial..., CPA, Estate Planning, Income Tax, Investment Advisory, SEC Compliance
Education
John Carroll University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting