Paolo Coronel's Location
California, United States
Paolo Coronel's Work
- Associate Advisor @ Insight Wealth Strategies, LLC
- Paraplanner II @ Insight Wealth Strategies, LLC
- Paraplanner @ Insight Wealth Strategies, LLC
- Paraplanner and Associate Financial Advisor @ Financial Services Company
- Paraplanner @ Financial Services Company
- Vice President, Finance @ Associated Students of California Baptist University
Paolo Coronel's Education
- California Baptist University
Bachelor of Science - BS
2014 - 2018 - College for Financial Planning2020 - 2022
- California Baptist University
Minor
2014 - 2018
Paolo Coronel's Skills
- Customer Service
- Microsoft Office
- Organization Skills
- Strategy
- Team Building
- Financial Calculations
- Public Relations
- Business Development
- Microsoft Excel
- Leadership
Paolo Coronel's Summary
Paolo Coronel, based in California, United States, is currently a Associate Advisor at Insight Wealth Strategies, bringing experience from previous roles at Insight Wealth Strategies and Ameriprise Financial Services, Inc.. Paolo Coronel holds a 2014 - 2018 Bachelor of Science - BS @ California Baptist University. With a robust skill set that includes Customer Service, Microsoft Office, Organization Skills, Strategy, Team Building and more, Paolo Coronel contributes valuable insights to the industry. Paolo Coronel has 1 email and 1 mobile phone number on RocketReach.
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