Paul Gartner's Location
Powell, OH, US
Paul Gartner's Work
- Director, Regional Program Leader @ TruStage
- Investment Program Consultant, Institution Services @ LPL Financial
- Senior Vice President @ The Huntington Investment Company
- Vice President @ Bank of New Hampshire (acquired by TD Bank)
- AVP, Relationship Management and New Business Development @ Fleet Investment Services (acquired by Bank of America)
Paul Gartner's Education
- Miami University
Bachelor's Degree (Business Administration, Marketing)
Paul Gartner's Skills
- Portfolio Management
- Financial Advisory
- Series 63
- Investments
- Relationship Management
- Asset Management
- Private Banking
- Wealth
- Series 65
- Asset Allocation
Paul Gartner's Summary
Paul Gartner, based in Powell, OH, US, is currently a Director, Regional Program Leader at TruStage, bringing experience from previous roles at LPL Financial, Huntington Investment Company, Bank of New Hampshire (acquired by TD Bank) and Fleet Investment Services (acquired by Bank of America). Paul Gartner holds a Bachelor's Degree in Business Administration, Marketing @ Miami University. With a robust skill set that includes Portfolio Management, Financial Advisory, Series 63, Investments, Relationship Management and more, Paul Gartner contributes valuable insights to the industry. Paul Gartner has 2 emails and 1 mobile phone number on RocketReach.
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