New Business Development @ (June 1993 - July 1994)
Associate @ (June 1988 - December 1992)
Paul McCormack Education
College for Financial Planning
AAMS (Asset Management)
2008-2008
College for Financial Planning
CFP (Financial Planning and Services)
2004-2006
Columbia Business School
MBA (Finance, Management)
1992-1993
Middlebury College
BA (Economics and Pre-Med)
1984-1988
Choate Rosemary Hall 1984-1984
Horace Greeley HS 1981-1983
Paul McCormack Skills
Alternative Investments
Equities
Portfolio Management
Strategic Financial Planning
Investment Strategies
Investments
Risk Management
Managed Futures
Retirement
Investment Advisory
Asset Allocation
Insurance
Mutual Funds
Asset Managment
Retirement Planning
Wealth Management
Investment Management
Risk Consulting
Series 7
Debt Management
Strategic Financial
Paul McCormack Summary
Paul McCormack, based in Chagrin Falls, OH, US, is currently a Managing Director at Ancora Holdings Group at Ancora Holdings Group. Paul McCormack brings experience from previous roles at Ancora Holdings Group, Inverness Investment Group and UBS Wealth Management. Paul McCormack holds a 2008 - 2008 AAMS in Asset Management @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Investment Strategies and more. Paul McCormack has 1 emails and 6 mobile phone numbers on RocketReach.
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