Karen Paulson Email & Phone Number
Partner, Senior Consultant @ DiMeo Schneider & Associates, L.L.C.
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Karen Paulson Location
- Hartford, CT, US
Karen Paulson Work
- Partner, Senior Consultant @ (April 2020 - Present)
- Managing Partner and Senior Consultant @ Fiduciary Investment Advisors, LLC (April 2006 - March 2020)
- Vice President, PRIME Consultant @ (January 1997 - April 2006)
Karen Paulson Education
- University of Hartford
Bachelor of Science in Business Administration (summa cum laude, Economics & Finance)
Karen Paulson Skills
- 401k
- Asset Allocation
- Asset Management
- Defined Benefit
- Defined Contribution
- Financial Advisory
- Financial Services
- High Net Worth Individuals
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Pensions
- Portfolio Management
- Retirement
- Retirement Planning
Karen Paulson Summary
- Karen Paulson, based in Hartford, CT, US, is currently a Partner, Senior Consultant at Fiducient Advisors. Karen Paulson brings experience from previous roles at Fiduciary Investment Advisors, LLC and UBS Financial Services, Inc.. Karen Paulson holds a Bachelor of Science in Business Administration in summa cum laude, Economics & Finance @ University of Hartford. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Defined Benefit, Defined Contribution and more. Karen Paulson has 4 emails and 4 mobile phone numbers on RocketReach.
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