Paul Erickson Email & Phone Number
Managing Partner @ INVEST Financial Corporation
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Paul Erickson Location
- Royal Oak, MI, US
Paul Erickson Work
- 2012 -now Co Owner and tax advisor @ Liberty Tax Service
- 2011 -now Managing Partner @
Paul Erickson Education
- University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.) (Business Administration, Management and Operations)
2003-2005 - Sacred Heart Major Seminary
Bachelor's Degree (Philosophy and Religious Studies)
1994-1998
Paul Erickson Skills
- Financial Analysis
- 529 Plans
- Marketing
- Retirement Planning
- Strategic Financial Planning
- Annuity Sales
- Tax Advantaged Investment Strategies
- Mutual Funds
- Investments
- Life Insurance
- Investment Strategies
- Auditing
- Tax Preparation
- Strategy
- Wealth Management
- Tax Returns
Paul Erickson Summary
- Paul Erickson, based in Royal Oak, MI, US, is currently a Managing Partner at Invest Financial-Alpha Asset Advisors. Paul Erickson brings experience from previous roles at Liberty Tax Service. Paul Erickson holds a 2003 - 2005 Master of Business Administration (M.B.A.) in Business Administration, Management and Operations @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Financial Analysis, 529 Plans, Marketing, Retirement Planning, Strategic Financial Planning and more. Paul Erickson has 1 emails and 1 mobile phone numbers on RocketReach.
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