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
- Strategic Advisor, Technology @ (September 2025 - Present)
- Financial Reporting Manager @ (September 2020 - September 2025)
- Director of Business Development @ (June 2020 - September 2024)
- Owner @ ProFocus Marketing (June 2017 - June 2021)
- Business Research Analyst @ (November 2010 - May 2017)
Paul Proctor Education
- University of North Carolina at Greensboro
MBA (Finance, General)
1996-1998 - University of North Carolina 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
- Business Analytics
- Business Development
- Business Reporting
- Business Strategy
- Communication
- Consolidated Reporting
- Data Mapping
- Financial Modeling
- General Reporting
- Metrics Reporting
- Portfolio Performance Analysis
- Presentation Skills
- Private Wealth Management
- Quantitative Research
- Report Production
- Spreadsheets
- Statistical Data Analysis
- Teamwork
- Technical Understanding
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 2 mobile phone numbers on RocketReach.
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Top New England Private Wealth Advisors, LLC Employees
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Boston, MA, US
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