David Maisel Email & Phone Number
Vice President of Compliance @ Paulson Investment Company, LLC
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David Maisel Location
- Portland, OR, US
David Maisel Work
- Vice President of Compliance @ (December 2024 - Present)
- Senior Compliance Officer @ (January 2023 - November 2024)
- Manager, Compliance Teams @ (April 2021 - January 2023)
- Compliance Officer and Manager @ (June 2019 - April 2021)
- Compliance Officer @ (March 2018 - June 2019)
- Operations Manager @ Clear Financial Partners (February 2017 - December 2017)
- Senior Vice President @ (May 2004 - September 2016)
- Business Banking Officer @ (January 2003 - April 2004)
David Maisel Education
- Oregon State University
BS (Business/Finance)
1984-1988 - McNary High School 1980-1984
David Maisel Skills
- Series 24
- Series 7
- Series 65
- Wealth Management
- Financial Analysis
- Securities
- Trading
- Asset Allocation
- Banking
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investment Strategies
- Asset Managment
- Investment Management
- Alternative Investments
- Financial Advisory
- Mutual Funds
- Investment Advisory
- Customer Relationship Management (CRM)
- Asset Management
- Due Diligence
- Retirement Planning
- Series 63
- Equity Research
- Commercial Banking
- Customer Relations
- Portfolio Management
- Investments
- Equities
- Microsoft Excel
- Microsoft Office
- Excel
- Customer Service
- Series 55
- Wealth Management Services
- General Securities Principal
- Investment Advisor Compliance
- Annual Reports
- Attention to Detail
- Broker-Dealer Compliance
- Build Strong Relationships
- Client Relations
- Communication
- Compliance Regulations
- Computer Literacy
- Critical Thinking
- Customer Retention
- Delegation
- Driving Results
- Equity Trading
- Financial Services
- Gateway
- Insurance
- Investment Portfolios
- Key Performance Indicators
- Leadership
- Management
- Oral Communication
- Program Implementation
- Project Management
- Sales
- Teamwork
- Trading Strategies
- Derivatives
- Business Analysis
- Marketing
- Customer Relationship Management Crm
- Customer Relationship Management
David Maisel Summary
- David Maisel, based in Portland, OR, US, is currently a Vice President of Compliance at Paulson Investment Company, LLC. David Maisel brings experience from previous roles at M Holdings Securities, Inc.. David Maisel holds a 1984 - 1988 BS in Business/Finance @ Oregon State University. With a robust skill set that includes Series 24, Series 7, Series 65, Wealth Management, Financial Analysis and more. David Maisel has 3 emails and 3 mobile phone numbers on RocketReach.
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