Paul McCormack Email & Phone Number
Managing Director at Ancora Holdings Group @ Ancora Holdings Group
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Paul McCormack Location
- Chagrin Falls, OH, US
Paul McCormack Work
- 2024 -now Managing Director at Ancora Holdings Group @
- 2016 -2024 Director @
- 2010 -2024 Senior Vice President @
- 2010 -2016 Senior Vice President - Wealth Advisory Services @
- 2004 -2009 Vice President - Investments @
- 2001 -2004 Financial Planner @ Sagemark Consulting, Private Wealth Services
- 1994 -2001 Senior Manager @
- 1993 -1994 New Business Development @
- 1988 -1992 Associate @
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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Ancora Holdings Group Employees
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Beachwood, OH, US
Richard Renner
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Cleveland, OH, US
Brad Zucker
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Kevin O'Brien
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Cindy Flynn
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Ryan Bartels
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Kevin Neitzel
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James Chadwick
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Beachwood, OH, US
William Koenig
Managing Director, Retirement Plan Advisor
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Larry Joseph
Managing Director
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Jeffrey van Fossen
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