Paul Proctor Email & Phone Number
Strategic Advisor, Technology @ New England Private Wealth Advisors, LLC
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Paul Proctor Location
- Portsmouth, NH, US
Paul Proctor Work
- 2025 -now Strategic Advisor, Technology @
- 2020 -2025 Financial Reporting Manager @
- 2020 -2024 Director of Business Development @
- 2017 -2021 Owner @ ProFocus Marketing
- 2010 -2017 Business Reseach Analyst @
- 2007 -2008 Senior Financial Analyst @
- 2005 -2007 Assistant Treasury Manager - Senior Billing Analyst @
- 1999 -2005 Senior Investment Data Analyst @
Paul Proctor Education
- University of North Carolina at Greensboro
MBA (Finance, General)
1996-1998 - University of North Carolina at Wilmington
BS (Finance)
1988-1992
Paul Proctor Skills
- Consulting
- Performance Metrics
- Investments
- Private Equity
- Strategic Business Development
- Integrated Marketing
- Sales
- Risk Management
- Business Development Consultancy
- Digital Marketing
- Linkedin Marketing
- Email Marketing
- Facebook Marketing
- Pay Per Click (PPC)
- Google Adwords
- Search Engine Optimization (SEO)
- Web Development
- Social Media
- Financial Analysis
- Project Management
- Business Process
- Accounting
- Business Intelligence
- Databases
- Business Process Improvement
- Microsoft Excel
- Finance
- Strategic Planning
- SQL
- Leadership
- Cross-team Collaboration
- Customer Satisfaction Research
- Pricing
- Process Improvement
- Strategy
- Business Analysis
- Analysis
- Program Management
- Data Analysis
- Microsoft Office
- Microsoft Access
- Microsoft PowerPoint
- Financial Reporting
- Management
- Access
- Reporting & Analysis
- Pivot Tables
- Problem Solving
- Interpersonal Skills
- Entrepreneurship
- Marketing
- Sales & Marketing
- Reporting Requirements
- Vlookup
Paul Proctor Summary
- Paul Proctor, based in Portsmouth, NH, US, is currently a Strategic Advisor, Technology at New England Private Wealth Advisors, LLC. Paul Proctor brings experience from previous roles at DHK Financial Advisors, Tomii Healing & Wellness, ProFocus Marketing and Schneider Electric. Paul Proctor holds a 1996 - 1998 MBA in Finance, General @ University of North Carolina at Greensboro. With a robust skill set that includes Consulting, Performance Metrics, Investments, Private Equity, Strategic Business Development and more. Paul Proctor has 5 emails and 1 mobile phone numbers on RocketReach.
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Top New England Private Wealth Advisors, LLC Employees
Nick Distefano
Chief Planning Officer
Boston, MA, US
Paul Proctor
Strategic Advisor, Technology
Portsmouth, NH, US
Anthony Landi
Private Wealth Management Intern
Narragansett, RI, US
Abigail Slatalla
Financial Advisor Associate
Boston, MA, US
James Zupa
Private Wealth Management Specialist
Mendham, NJ, US
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