Kip Paulson Email & Phone Number
Brenner Wealth Management Group - Financial Advisor, Portfolio Manager @ New York Fitness
Kip Paulson's Location
Santa Barbara, CA, US
Kip Paulson's Work
- Brenner Wealth Management Group - Financial Advisor, Portfolio Manager @ New York Fitness
- Brenner Wealth Management Group - Financial Advisor, Senior Portfolio Advisor @ Merrill Lynch
- SVP and Senior Equity Research Analyst - Internet and Digital Media @ Cantor Fitzgerald
- Equity Research Analyst - Media and Entertainment + Internet @ Jefferies
- Equity Research Analyst - Advertising and Publishing @ Merrill Lynch
- Valuation Consultant @ Deloitte
- Auditor - Public Accountant @ Deloitte
Kip Paulson's Education
- CFA Institute
CFA Program
2003 - 2006 - UC Santa Barbara
Bachelor's Degree
1998 - 2002
Kip Paulson's Skills
- Series 63
- CPA
- Equity Valuation
- Economics
- DCF
- Corporate Finance
- Fundamental Analysis
- Valuation
- Financial Planning
- Portfolio Management
Kip Paulson's Summary
Kip Paulson, based in Santa Barbara, CA, US, is currently a Brenner Wealth Management Group - Financial Advisor, Portfolio Manager at UBS, bringing experience from previous roles at Merrill Lynch, Cantor Fitzgerald and Jefferies. Kip Paulson holds a 2003 - 2006 CFA Program @ CFA Institute. With a robust skill set that includes Series 63, CPA, Equity Valuation, Economics, DCF and more, Kip Paulson contributes valuable insights to the industry. Kip Paulson has 2 emails and 1 mobile phone number on RocketReach.
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