Paul Escobar's Location
Orlando, FL, US
Paul Escobar's Work
- Senior Investment Consultant @ Newport Financial Services
- Managing Partner, Founder @ Somerset Financial Partners LLC
- SSgA Insure-Vest(tm) @ State Street
- Managing Director @ Sapers & Wallack, Inc.
- Sales and Client Service @ Standish Mellon Asset Management Company
- National Director Product Development, SVP Sales @ Columbia Threadneedle Investments, US
- Product Manager @ Aetna Retirement Services
- Consultant @ Mercer
Paul Escobar's Education
- Cornell University - S.C. Johnson Graduate School of Management
MBA
1995 - 1997 - Yale University
BA
1984 - 1989 - Somerset High1980 - 1985
Paul Escobar's Skills
- Mutual Funds
- Investment Management
- Asset Allocation
- Investments
- Retirement Planning
- Financial Services
- Asset Management
- Investment Strategies
- Estate Planning
- Fixed Annuities
Paul Escobar's Summary
Paul Escobar, based in Orlando, FL, US, is currently a Senior Investment Consultant at The Newport Group, bringing 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 Mutual Funds, Investment Management, Asset Allocation, Investments, Retirement Planning and more, Paul Escobar contributes valuable insights to the industry. Paul Escobar has 4 emails on RocketReach.
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