SVP - Head Of Health Benefit Accounts @ (January 2015 - July 2023)
Vice President @ (November 2002 - January 2015)
Vice President Client Services @ NewRiver Inc (February 2000 - November 2002)
Paul Leary Education
BS (Business Administration)
Emmanuel College
Paul Leary Skills
Mutual Funds
Business Analysis
Financial Services
Risk Management
Investments
Process Improvement
Securities
Equities
Asset Management
Relationship Management
401k
Series 63
Series 7
Vendor Management
Project Management
Retirement
FINRA
Series 6
Strategy
Account Management
Strategic Planning
Customer Service
Business Relationship Management
401K Retirement Savings Plans
Business Process Improvement
Management
Trading
401 Retirement Savings Plans
Paul Leary Summary
Paul Leary, based in Bonita Springs, FL, US, is currently a Chief Performance Officer at Fuze Health. Paul Leary brings experience from previous roles at Optum, Boston Financial Data Services Inc and NewRiver Inc. Paul Leary holds a BS in Business Administration. With a robust skill set that includes Mutual Funds, Business Analysis, Financial Services, Risk Management, Investments and more. Paul Leary has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Paul Leary?
Find contact details for 700 million professionals.