Paul Ahern Email & Phone Number
Managing Partner @ NextFolio
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Paul Ahern Location
- Bradenton, FL, US
Paul Ahern Work
- Managing Partner @ (September 2023 - Present)
- Co-Founder and Institutional Consultant @ NextFolio LLC (September 2023 - March 2024)
- Managing Principal @ Winslow Capital Group, LLC (April 2002 - October 2023)
- CEO of Wealth Management Subsidiary @ Bar Harbor Bankshares (August 1993 - March 2002)
Paul Ahern Education
- University of Maine
MBA (Finance / Marketing)
1984-1986 - University of Massachusetts Dartmouth
BA (Economics / Political Science)
1978-1982
Paul Ahern Skills
- Asset Allocation
- Asset Management
- Automation and AI compliance and risk awareness
- Banking
- Change Management
- Decision-Making
- Finance
- Financial Advisory
- Financial Services
- Investment Advisory
- Investment Management
- Machine Learning
- Manufacturing Scale-up
- Overlay
- Portfolio Management
- Process Automation
- Reducing Operating Costs
- Regulatory Compliance
- Risk Assessment
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Streamlining Operations
- Technology Integration
- Trading
- UMA
- UMH
- Wealth Management
- automation and AI compliance
- automation and AI compliance awareness
- regulatory compliance
- risk assessment
- risk assesssment
Paul Ahern Summary
- Paul Ahern, based in Bradenton, FL, US, is currently a Managing Partner at NextFolio. Paul Ahern brings experience from previous roles at NextFolio LLC , Winslow Capital Group, LLC and Bar Harbor Bankshares. Paul Ahern holds a 1984 - 1986 MBA in Finance / Marketing @ University of Maine. With a robust skill set that includes Asset Allocation, Asset Management, Automation and AI compliance and risk awareness , Banking, Change Management and more. Paul Ahern has 4 emails and 1 mobile phone numbers on RocketReach.
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