Paul Coles Email & Phone Number
CEO | Investment Advisor
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Paul Coles Location
- Bountiful, UT, US
Paul Coles Work
- CEO | Investment Advisor @ Alliance Wealth Advisors (January 2008 - Present)
- Investment Advisor Representative @ TownSquare Capital (March 2018 - November 2021)
- Investment Adviser Representative @ (January 2008 - March 2018)
- Financial Services Professional @ (January 2006 - December 2007)
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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