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

Paul has earned the following certifications : 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; 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).