Paul Dines Email & Phone Number
CFP®, Financial Advisor @ Edward Jones
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Paul Dines Location
- Santa Clara, CA, US
Paul Dines Work
- 2006 -now CFP®, Financial Advisor @
- 2000 -2002 Sr Financial Analyst @
- 1985 -2000 Sr Financial Analyst @
Paul Dines Education
- San Jose State University
Bachelor of Business Administration (B.B.A.) (International Business)
- Golden Gate University
Master of Science (MS) (Finance and Financial Management Services)
Paul Dines Skills
- 401k Rollovers
- Customer Service
- Employee Benefits
- Finance
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Leadership
- Management
- Marketing
- Mortgage Lending
- Retirement Planning
- Saving for Education
- Series 7
- Small Business
- Strategic Planning
- PowerPoint
- Cross-functional Team Leadership
- Financial Planning
- Public Speaking
- Process Improvement
- Team Building
- Cross Functional Team Leadership
- Training
- Investments
- Mutual Funds
- Wealth Management
- 401k
- Life Insurance
- Series 66
- Annuities
Paul Dines Summary
- Paul Dines, based in Santa Clara, CA, US, is currently a CFP®, Financial Advisor at Edward Jones. Paul Dines brings experience from previous roles at AMD and Lockheed Martin. Paul Dines holds a Bachelor of Business Administration (B.B.A.) in International Business @ San Jose State University. With a robust skill set that includes 401k Rollovers, Customer Service, Employee Benefits, Finance, Financial Analysis and more. Paul Dines has 6 emails and 1 mobile phone numbers on RocketReach.
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