Alex Paul Email & Phone Number

Director of Investment Strategy @ Farther Finance

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Alex Paul Location

Birmingham, MI, US

Alex Paul Work

Director of Investment Strategy @ (September 2024 - Present)
Chief investment officer and Due dilligence officer @ (October 2022 - February 2025)
Principal @ (May 2014 - February 2025)
Director of the Investment Committee and Portfolio Management @ Asset Allocation Strategies, LLC (January 2015 - February 2025)
Registered Representative and Registered Principal @ GLP Investment Services, LLC (June 2014 - February 2025)
Investment Advisor @ (May 2014 - February 2025)
Director of the Investment Committee and Portfolio Management @ (May 2014 - February 2025)
Chief Investment Officer and Due Diligence Officer @ Asset Allocation Strategies, LLC and GLP Investment Services, LLC (December 2021 - February 2024)
Director of Healthcare Analysis and Clinical investment Strategist @ Michigan Endocrine Consultants (January 2005 - August 2014)

Alex Paul Education

University of Michigan
Bachelor of Science - BS (Biochemistry)
2007-2010
University of Michigan College of Literature, Science, and the Arts
Bachelor of Science - BS (Biochemistry and Economics)
2007-2010
Cranbrook Kingswood 2004-2007

Alex Paul Skills

401k
403 b
457 Plans
63 Licenses
Accounting
Alternative Investments
Analytical Skills
Asset Allocation
Asset Management
Attribution Modeling
Auditing
Branch Management
Business
Business Analysis
Business Development
Business Strategy
Capital Markets
Chartered Financial Analyst
Compliance Management
Confidentiality
Consulting
Corporate Finance
Cross-functional Team Leadership
DCF Valuation
Derivatives Trading
Due Diligence
ETFs
Entrepreneurship
Equities
Equity Derivatives
Equity Valuation
Executive Management
Exotic Derivatives
Finance
Financial Advisory
Financial Analysis
Financial Market Research
Financial Markets
Financial Modeling
Financial Planning
Financial Reporting
Financial Services
Fund Administration
Fund of Funds (FOF)
Funding
General Securities Principal
Global Regulatory Compliance
Healthcare Consulting
Hedge Funds
Hedging
Hold Series 7
IRAs
Insurance
Interest Rate Risk Management
Internal Audits
Interpersonal Skills
Investment Advisory Services
Investment Banking
Investment Management
Investment Policy Statements
Investment Portfolios
Investment Research
Investment Strategies
Investments
Leadership
Management
Marketing
Marketing Strategy
Municipal Bonds
Mutual Funds
New Marketing Channels
Options
Pension Funds
Pensions
Performance Attribution
Portfolio Management
Portfolio Optimization
Portfolio Performance Analysis
Portfolio Risk Management
Private Equity
Problem Solving
Qualified Retirement Plans
Real Estate
Real Estate Development
Real Estate Financing
Regulatory Compliance
Regulatory Requirements
Research Skills
Retirement
Retirement Plan Consulting
Retirement Planning
Retirement Savings
Revenue Cycle
Roth IRA
Sales
Series 24
Strategic Financial Planning
Strategic Thinking
Trading
Trading Strategies
Indexed Annuities
Diabetic Retinopathy
Life Insurance
Diabetes Management
401k Rollovers
Dps Buyouts
Services

Alex Paul Summary

Alex Paul, based in Birmingham, MI, US, is currently a Director of Investment Strategy at Farther. Alex Paul brings experience from previous roles at GLP INVESTMENT SERVICES LLC, Asset Allocation Strategies, LLC and GLP Investment Services, LLC. Alex Paul holds a 2007 - 2010 Bachelor of Science - BS in Biochemistry @ University of Michigan. With a robust skill set that includes 401k, 403 b, 457 Plans, 63 Licenses, Accounting and more. Alex Paul has 1 emails and 2 mobile phone numbers on RocketReach.