Paul Allen Email & Phone Number
President and CEO, CFP®
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Paul Allen Location
- Nashville, TN, US
Paul Allen Work
- 2014 -now President and CEO, CFP® @ Wealth Strategies Partners
- 2002 -2014 Vice President @
- 1996 -2002 Financial Advisor @ Prudential Securities
Paul Allen Education
- University of Tennessee-Knoxville
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
1994-1995 - Samford Univeristy
(Business)
1991-1993
Paul Allen Skills
- Wealth Management
- Portfolio Management
- Investments
- Mutual Funds
- Asset Management
- Equities
- Financial Services
- Private Equity
- 401k
- Business Strategy
- Equity Research
- Strategic Financial Planning
- Credit
- Valuation
- Due Diligence
- Mergers & Acquisitions
- Financial Analysis
- Wealth Management Services
- Estate Planning
- Retirement Planning
- Venture Capital
- Strategy
- Financial Modeling
- Securities
- Series 7
Paul Allen Summary
- Paul Allen, based in Nashville, TN, US, is currently a President and CEO, CFP® at Wealth Strategies Partners. Paul Allen brings experience from previous roles at Wiley Bros-Aintree Capital and Prudential Securities. Paul Allen holds a 1994 - 1995 Bachelor of Business Administration (B.B.A.) in Business Administration and Management, General @ University of Tennessee-Knoxville. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Mutual Funds, Asset Management and more. Paul Allen has 1 emails and 1 mobile phone numbers on RocketReach.
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