Paul Comi Email & Phone Number
Financial Services Consultant @ PiC Firm Consultants
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Paul Comi Location
- Katy, TX, US
Paul Comi Work
- Financial Services Consultant @ (April 2023 - Present)
- Senior Equity Trader and Registered Investment Advisor @ Western International Securities (November 2008 - May 2023)
- Consultant @ · Self-employed (October 2003 - March 2008)
- Managing Director, Brokerage Services @ AFA Financial Group (March 2006 - January 2008)
- Independent Contractor @ Monitor Capital Management (October 2003 - March 2006)
- Vice President and Director of Sales and Trading @ (April 1999 - April 2002)
Paul Comi Education
- Pierce College
Associate of Arts - AA (Degree)
- UCLA
Bachelor's degree (in progress) (Business Administration and Management, General)
Paul Comi Skills
- Risk Assessment
- Trend Forecasting
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Bonds
- Customer Relationship Management (CRM)
- Documentation
- ETFs
- Equities
- Equity Trading
- FINRA
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Financial Reporting
- Financial Services
- Fixed Annuities
- Fixed Income
- Hedging
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Loss Mitigation
- Market Analysis
- Mutual Funds
- New Business Development
- New Business Identification
- Options
- Portfolio Management
- Proprietary Trading
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Team Building
- Team Leadership
- Trading
- Trading Strategies
- Training Development
- Training Facilitation
- Wealth Management
Paul Comi Summary
- Paul Comi, based in Katy, TX, US, is currently a Financial Services Consultant at PiC Firm Consultants. Paul Comi brings experience from previous roles at Western International Securities, · Self-employed, AFA Financial Group and Monitor Capital Management . Paul Comi holds a Associate of Arts - AA in Degree @ Pierce College. With a robust skill set that includes Risk Assessment, Trend Forecasting , 401k, Alternative Investments, Asset Allocation and more. Paul Comi has 2 emails and 2 mobile phone numbers on RocketReach.
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