Jerry Paul Email & Phone Number
Senior Vice President of Fixed Income - Portfolio Manager @ ICON Advisers, Inc.
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Jerry Paul Location
- Englewood, CO, US
Jerry Paul Work
- Senior Vice President of Fixed Income - Portfolio Manager @ (July 2013 - Present)
- Consultant @ (July 2014 - July 2017)
- President @ Belle River (March 2011 - July 2013)
- Chief Investment Officer, Fixed Income and Absolute Return Portfolio Manager @ (January 2009 - March 2011)
- Managing Partner @ Quixote Capital Management (January 2002 - January 2009)
Jerry Paul Education
- University of Northern Iowa
MBA (Management)
1976-1982 - University of Iowa
BBA (Accounting/Finance)
1974-1976
Jerry Paul Skills
- Business Development
- Strategic Planning
- Chartered Financial Analyst
- Due Diligence
- Team Management
- Fixed Income Management
- Absolute Return Management
- Wealth Management
- Fixed Income Research
- Private Wealth Management
- Portfolio Management
- Alternative Investments
- High Yield
- Personnel Leadership
- Investments
- Asset Management
- Fixed Income
- Hedge Funds
- Mutual Funds
- Institutional
- Absolute Return
- Asset Allocation
- Asset Managment
- Bloomberg
- Board of Director experience
- Board of Directors
- Bonds
- Client Presentation
- Credit
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Fixed Income Analysis
- Funding
- Fundraising
- Institutional Investments
- Investment Advisory
- Investment Management
- Investment Performance
- Investment Policy
- Investment Strategies
- Leadership
- Mergers & Acquisitions
- Non-profit Development
- Presentations
- Private Equity
- Regulatory Requirements
- Securities
- Separately Managed Accounts
- Series 7
- Strategic Financial Planning
- Strategic Thinking
- Strategy
- Trading
- Wealth Management Services
- Business Analysis
- Non Profit Development
- Microsoft Office
- Recruiting
- Management
- Development
- Mergers and Acquisitions
Jerry Paul Summary
- Jerry Paul, based in Englewood, CO, US, is currently a Senior Vice President of Fixed Income - Portfolio Manager at ICON Advisers, Inc.. Jerry Paul brings experience from previous roles at CFA Institute, Belle River, Essential Investment Partners, LLC and Quixote Capital Management. Jerry Paul holds a 1976 - 1982 MBA in Management @ University of Northern Iowa. With a robust skill set that includes Business Development, Strategic Planning, Chartered Financial Analyst, Due Diligence, Team Management and more. Jerry Paul has 2 emails and 3 mobile phone numbers on RocketReach.
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Top ICON Advisers, Inc. Employees
Jerry Paul
Senior Vice President of Fixed Income - Portfolio Manager
Englewood, CO, US
Brian Callahan
President
Denver, CO, US
Justin Ross
Regional Vice President
Austin, TX, US
Kathy Webber
Team Lead and Internal Sales Associate
Parker, CO, US
Michelle Ditocco
Executive Assistant to Shawn Martin
Plymouth, MA, US
Chad Morris
Regional Vice President - ICON Advisers
Saint Petersburg, FL, US
Human Resources
Human Resources
Englewood, CO, US
Team
Marketing Team Lead
Denver, CO, US
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