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Paul Coles Location
Bountiful, UT, US
Paul Coles Work
2008 -now CEO | Investment Advisor @ Alliance Wealth Advisors
2018 -2021 Investment Advisor Representative @ TownSquare Capital
2008 -2018 Investment Adviser Representative @
2006 -2007 Financial Services Professional @
Paul Coles Education
University of Utah - David Eccles School of Business
Bachelor’s Degree (Business Administration and Management, General)
Brigham Young University - Idaho
Associate’s Degree
Paul Coles Skills
Investments
Customer Service
Leadership
Team Building
Management
Retirement
Finance
Strategic Planning
Sales
Sales Management
Insurance
Paul Coles Summary
Paul Coles, based in Bountiful, UT, US, is currently a CEO | Investment Advisor at Alliance Wealth Advisors. Paul Coles brings experience from previous roles at TownSquare Capital, Allegis Investment Advisors,LLC and Beneficial Financial Group. Paul Coles holds a Bachelor’s Degree in Business Administration and Management, General @ University of Utah - David Eccles School of Business. With a robust skill set that includes Investments, Customer Service, Leadership, Team Building, Management and more. Paul Coles has 1 emails and 2 mobile phone numbers on RocketReach.
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