Director of 529 and ABLE Research @ (June 2008 - February 2025)
CFA Review Instructor and Practice Exam Writer @ (September 2005 - December 2013)
Fixed Income Operations Analyst @ (August 2005 - June 2008)
Contract Portfolio Administrator @ (January 2005 - August 2005)
Treasury Operations, Custody Fund Accountant @ (June 2001 - December 2004)
Intern @ Investa Capital (January 1997 - January 1998)
Paul Curley Education
Boston College Carroll School of Management
MBA
2008-2010
Emory University
B.A. (Economics, Political Science)
1997-2001
Union College
(Liberal Arts (Transferred to Emory))
1997-1998
Newton South
Diploma (Liberal Arts)
1993-1997
Paul Curley Skills
Performance Reporting
Private Equity
Sales
Product Marketing
Product Development
Market Research
Qualitative Research
Presentations
BDCs
Real Estate Investment Trust (REIT)
Live Events
Email Marketing
HubSpot
Eloqua
Investments
529 Plans
Research
Newsletters
Mutual Funds
Report Writing
Competitive Analysis
Analysis
Financial Services
Portfolio Management
Asset Management
Fixed Income
Retirement
Financial Analysis
Asset Allocation
Leadership
Training
Public Speaking
Conference Speaking
College Savings Plans
ABLE Accounts
Paul Curley Summary
Paul Curley, based in Gladwyne, PA, US, is currently a Executive Director, ISS Market Intelligence US Research, 529 and ABLE Solutions at ISS Market Intelligence. Paul Curley brings experience from previous roles at ISS Market Intelligence, CFA Society Boston and Loomis, Sayles & Company. Paul Curley holds a 2008 - 2010 MBA @ Boston College Carroll School of Management. With a robust skill set that includes Performance Reporting, Private Equity, Sales, Product Marketing, Product Development and more. Paul Curley has 3 emails and 3 mobile phone numbers on RocketReach.
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