Paul Addo Email & Phone Number
Private Wealth Advisor @ UBS Group AG
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Paul Addo Location
- Denver, CO, US
Paul Addo Work
- 2022 -now Private Wealth Advisor @
- 2017 -2022 Private Wealth Manager @
- 2011 -2022 Vice President - Wealth Management Specialist @
- 2008 -2011 Sr. Financial Analyst- International Strategy @
Paul Addo Education
- Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree (Economics)
Paul Addo Skills
- Series 7
- Series 66
- Microsoft Excel
- PowerPoint
- Wealth Management
- Separately Managed Accounts
- Unified Managed Accounts
- Mutual Funds
- Asset Allocation
- Finance
- Investment Strategies
- Investments
- Portfolio Management
- Equities
- Alternative Investments
- Hedge Funds
- Uniform Combined State Law
- Fixed Income
- Banking
- Strategic Planning
- Leadership
- Business Development
Paul Addo Summary
- Paul Addo, based in Denver, CO, US, is currently a Private Wealth Advisor at UBS. Paul Addo brings experience from previous roles at Merrill Lynch. Paul Addo holds a Bachelor's degree in Economics @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Series 7, Series 66, Microsoft Excel, PowerPoint, Wealth Management and more. Paul Addo has 3 emails and 1 mobile phone numbers on RocketReach.
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