Founding Principal @ Onyx Associates, LLC (January 2006 - August 2013)
President and CEO, First Clearing - President, Business Services Group - Senior Managing Director @ (July 2003 - January 2006)
Chief Operating Officer @ (October 1999 - July 2003)
Managing Director, Wheat First Butcher Singer and President, Mentor Family of Funds @ (January 1992 - October 1999)
Paul Costello Education
University of Virginia Darden School of Business
The Executive Program
University of the State of New York, Regents College
Bachelor of Science (B.S.) (Finance)
University of Richmond
Master's degree
Paul Costello Skills
Wealth Management
Investments
Risk Management
Private Equity
Mergers
Strategy Execution
Integration
Operations Management
Corporate Development
Mergers & Acquisitions
Financial Services
Executive Management
Entrepreneurship
Investment Banking
Finance
Alternative Investments
Process Improvement
Business Strategy
Strategy
Management
Asset Management
Securities
Mutual Funds
Strategic Planning
Outsourcing
Hedge Funds
Sales
Business Analysis
Microsoft Office
Program Management
Project Management
Mergers and Acquisitions
Brokerage
Social Media
Microsoft Excel
Marketing
Paul Costello Summary
Paul Costello, based in Richmond, VA, US, is currently a Managing Partner at Flagship Partners, LLC. Paul Costello brings experience from previous roles at University of Richmond, Onyx Associates, LLC and Wachovia Securities, LLC - A Wells Fargo Company. Paul Costello holds a The Executive Program @ University of Virginia Darden School of Business. With a robust skill set that includes Wealth Management, Investments, Risk Management, Private Equity, Mergers and more. Paul Costello has 2 emails and 1 mobile phone numbers on RocketReach.
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