Paul Escobar Email & Phone Number
Senior Investment Consultant @ Newport Financial Services
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Paul Escobar Location
- Orlando, FL, US
Paul Escobar Work
- 2013 -now Senior Investment Consultant @
- 2009 -2012 Managing Partner, Founder @ Somerset Financial Partners LLC
- 2007 -2009 SSgA Insure-Vest(tm) @
- 2005 -2007 Managing Director @ Sapers & Wallack
- 2003 -2005 Sales and Client Service @
- 1998 -2003 National Director Product Development, SVP Sales @
- 1997 -1998 Product Manager @ Aetna Retirement Services
- 1988 -1995 Consultant @
Paul Escobar Education
- Cornell University - S.C. Johnson Graduate School of Management
MBA
1995-1997 - Yale University
BA
1984-1989 - Somerset High 1980-1985
Paul Escobar Skills
- Business Development
- Analytical Skills
- Marketing Strategy
- Consultative Selling
- Client Development
- Institutional Investments
- Life Insurance
- Financial Services
- Investment Management
- Portfolio Management
- Strategy
- Investments
- Asset Allocation
- Asset Management
- Investment Strategies
- Fixed Annuities
- Alternative Investments
- Equities
- Fixed Income
- Mutual Funds
- Estate Planning
- Retirement Planning
- Risk Management
- Investment Advisory
- Employee Benefits
- 401k
- Financial Advisory
- Mergers & Acquisitions
- Business
- Retirement
- Financial Planning
- Strategic Financial Planning
- Sales Management
- Product Marketing
- Product Development
- Capital Markets
- Direct Sales
- Sales
- Sales Process
- Financial Markets
- Management
- Leadership
- Client Relations
- Investment Advisory Services
- Variable Annuities
- Non-Qualified Deferred Compensation
- COLI
- Series 7
- 401(k) Retirement Savings Plans
- Trading
- Finance
- Financial Risk
- Pricing
- Performance Reporting
- Databases
- Indexed Annuities
- Profit
- 401K Retirement Savings Plans
- Non Qualified Deferred Compensation
- Marketing
- Policy
- Collateral
- Mergers and Acquisitions
- 401 Retirement Savings Plans
Paul Escobar Summary
- Paul Escobar, based in Orlando, FL, US, is currently a Senior Investment Consultant at Newport. Paul Escobar brings experience from previous roles at Somerset Financial Partners LLC, State Street, Sapers & Wallack and Standish Mellon Asset Management. Paul Escobar holds a 1995 - 1997 MBA @ Cornell University - S.C. Johnson Graduate School of Management. With a robust skill set that includes Business Development, Analytical Skills, Marketing Strategy, Consultative Selling, Client Development and more. Paul Escobar has 3 emails and 2 mobile phone numbers on RocketReach.
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