2000 -
2001 Daily Valuation direct sales and Relationship Manager @
1998 -
2000 Retirment Plans Specialist @
1997 -
1998 Assitant Vice President and Trust Officer @
1995 -
1997 Core Relationship Manager @
Paul Freitag Education
St. Joseph's College (IN)
BS (Accounting)
1980
-
1984
Paul Freitag Skills
Series 24
Public Speaking
Investment Advisory
Retirement Plan Consulting
Qualified Retirement Plans
Team Leadership
Triathlon
Enrollment Services
Employee Benefits
Series 7
Relationship Mgmt
Pensions
Presentations
401k
Defined Contribution
Larkspur
Morningstar
Defined Benefit
Profit Sharing
Retirement
Relationship Management
Investments
Asset Allocation
Financial Services
Investment Strategies
403 b
FINRA
Mutual Funds
Retirement Planning
Financial Advisory
Series 6
Team Coordination
Customer Relationship Management Crm
Team Building
Business Relationship Management
Employee Stock Ownership Plan Esop
Portfolio Management
Cross Selling
Team Management
Cross Functional Team Leadership
Management
Coaching
Trust Services
Employee Stock Ownership Plan
Customer Relationship Management
Insurance
Securities
Financial Analysis
Paul Freitag Summary
Paul Freitag, based in United States, is currently a Vice President, Institutional Trust Services at Hancock Whitney. Paul Freitag brings experience from previous roles at Aptus Marketing, Principal Financial Group and Meeder Investment Management. Paul Freitag holds a 1980 - 1984 BS in Accounting @ St. Joseph's College (IN). With a robust skill set that includes Series 24, Public Speaking, Investment Advisory, Retirement Plan Consulting, Qualified Retirement Plans and more. Paul Freitag has 4 emails and 1 mobile phone numbers on RocketReach.
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