Paul L Email & Phone Number
Senior Regional Director @ William Blair
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Paul L Location
- Boston, MA, US
Paul L Work
- 2026 -now Senior Regional Director @
- 2022 -2025 Key Accounts and RIA, Bank Trust and Family Offices @
- 2019 -2022 Managing Director @ Woodcrest Consulting
- 2019 -2022 Managing Director - Head of Distribution @
- 2016 -2018 Regional Director - Institutional Sales @
- 2012 -2015 Vice President @
- 2008 -2012 Managing Director - Institutional Services @
- 2003 -2008 Institutional Investment Sales @
Paul L Education
- Saint Anselm College
Business / Financial Economics
- St. John's Prep
Paul L Skills
- Organization Skills
- Distribution Strategies
- Strategic Business Initiatives
- National Account Management
- Executive Management
- Capital Raising
- Investments
- Fixed Income
- Equities
- Investment Strategies
- Asset Management
- Financial Services
- Mutual Funds
- Business Development
- Analysis
- Entrepreneurship
- Portfolio Management
- Alternative Investments
- Hedge Funds
- Emerging Markets
- Customer Relationship Management (CRM)
- Investment Advisory
- Business Planning
- Salesforce.com
- Sales Presentations
- Territory Development
- ETFs
- RIAs
- Relationship Management
- Series 7
- Institutional Investments
- Relationship Building
- Skilled Multi-tasker
- Written Communication
- Strategic Communications
- Intellectually Curious
- Market Analysis
- Marketing
- Investor Relations
- Key Client Relationships
- Institutional Sales
- Key Account Development
- Product Specialists
- Qualifying Prospects
- Project Management
- Team Leadership
- Business-to-Business (B2B)
- Consultative Selling
- Due Diligence
Paul L Summary
- Paul L, based in Boston, MA, US, is currently a Senior Regional Director at William Blair. Paul L brings experience from previous roles at Victory Capital, Woodcrest Consulting, Ironwood Investment Management, LLC and Invesco US. Paul L holds a Business / Financial Economics @ Saint Anselm College. With a robust skill set that includes Organization Skills, Distribution Strategies, Strategic Business Initiatives, National Account Management, Executive Management and more. Paul L has 1 emails on RocketReach.
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