Senior Cash Manager @ Mellon Bank (January 1985 - January 1992)
Paul Palguta Education
Penn State University
B.S. (Accounting)
1981-1985
Paul Palguta Skills
401k
Retirement
Pensions
Mutual Funds
Retirement Planning
Series 63
Investments
Series 7
Investment Advisory
Employee Benefits
Asset Allocation
Asset Managment
Retirement Plan Consulting
Wealth Management
Process Improvement
ERISA
Insurance
Strategic Planning
Business Analysis
Financial Advisory
Sales
Business Development
Financial Services
Marketing
Customer Service
Product Development
Integration
Paul Palguta Summary
Paul Palguta, based in Sewickley, PA, US, is currently a President and CEO at RiversEdge Advanced Retirement Solutions. Paul Palguta brings experience from previous roles at The Standard, Invesmart, Charles Schwab and Federated Investors. Paul Palguta holds a 1981 - 1985 B.S. in Accounting @ Penn State University. With a robust skill set that includes 401k, Retirement, Pensions, Mutual Funds, Retirement Planning and more. Paul Palguta has 1 emails and 2 mobile phone numbers on RocketReach.
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