Paul Carroll Email & Phone Number
Founder and CEO @ Efficient Wealth Management LLC
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Paul Carroll Location
- Houston, TX, US
Paul Carroll Work
- Founder and CEO @ (January 2003 - Present)
- CEO and Senior Wealth Manager @ (January 2005 - Present)
- Finance Chair @ (November 2023 - November 2023)
- Attendee @ (October 2023 - October 2023)
- Pilot @ (January 1997 - January 2016)
- Captain @ (January 1997 - January 2010)
- Consultant @ (August 1987 - August 1988)
- ... @ (September 1981 - January 1986)
Paul Carroll Education
- Mays Business School - Texas A&M University
Master of Science (M.S.) (Finance, General)
1986-1987 - University of Maryland Global Campus
BS (Business and Management)
1983-1985
Paul Carroll Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Consulting
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Personal Finance
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Tax
- Wealth
- Wealth Management
- Wealth Management Services
- Commercial Aviation
- Solutions
- Microsoft Office
- Project Management
Paul Carroll Summary
- Paul Carroll, based in Houston, TX, US, is currently a Founder and CEO at Avion Wealth. Paul Carroll brings experience from previous roles at Avion Wealth, Entrepreneur Organization, Citation Jet Pilots and United Airlines. Paul Carroll holds a 1986 - 1987 Master of Science (M.S.) in Finance, General @ Mays Business School - Texas A&M University. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Paul Carroll has 2 emails and 4 mobile phone numbers on RocketReach.
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