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
- 2024 - now Vice President of Compliance @
- 2023 - 2024 Senior Compliance Officer @
- 2021 - 2023 Manager, Compliance Teams @
- 2019 - 2021 Compliance Officer and Manager @
- 2018 - 2019 Compliance Officer @
- 2017 - 2017 Operations Manager @ Clear Financial Partners
- 2004 - 2016 Senior Vice President @
- 2003 - 2004 Business Banking Officer @
- 2000 - 2002 Trader and Analyst @ Wahoo Institutional Trading
- 2000 - 2002 Trader and Assistant Portfolio Manager @ Coby Capital Management
- 1989 - 2000 Account Executive @
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
- 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 2 mobile phone numbers on RocketReach.
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Top Paulson Investment Company, LLC Employees
Gary Saccaro
Managing Director
New York, NY, US
Chet Paulson
Chairman
Portland, OR, US
John Linder
Managing Director, Investments
McMinnville, OR, US
David Maisel
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Tammy Caress
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