Education & Professional Experience

Paul has studied at Marquette University in Economics and Marketing between 2008 and 2012, then at University of Antwerp in International Business between 2010 and 2010.

Paul worked for Sheridan Road Financial, a division of HUB International as Senior Vice President between Nov 2012 and Mar 2020.

 Skills & Competences

Paul has the following skills : Investments, Wealth Management, Marketing Strategy, Mutual Funds, Economics, Asset Management, Investment Management, Forecasting, Analysis, Pivot Tables, Financial Analysis, Analytics, Risk Management, Econometrics, Data Analysis, Financial Modeling, Portfolio Management, Market Research, Asset Allocation, Social Media.

Paul has earned the following certifications : Series 65 - Uniform Investment Adviser Law Examination, delivered by Financial Industry Regulatory Authority (FINRA); Insurance Life and Health Producer License, delivered by Illinois Department of Insurance; Series 63 - Uniform Securities Agent State Law Examination, delivered by Financial Industry Regulatory Authority (FINRA); CFA Level I Badge, delivered by CFA Institute; Series 7 - General Securities Representative Exam, delivered by Financial Industry Regulatory Authority (FINRA); CFA Level II Badge, delivered by CFA Institute.