Paul Schott Email & Phone Number
Financial Advisor @ Gateway Financial Partners
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Paul Schott Location
- New York, NY, US
Paul Schott Work
- Financial Advisor @ (November 2023 - Present)
- Financial Advisor @ (September 2017 - November 2023)
- Regional Director @ (November 2016 - August 2017)
- Vice President Sales @ (April 2016 - July 2017)
- Regional Marketing Specialist- Institutional Distribution at Prudential Insurance Company of America @ (March 2014 - March 2016)
- Regional VP and Wholesaler @ Four Seasons Financial Group, Inc (November 2008 - January 2014)
- Financial Advisor @ (January 2007 - January 2008)
- Financial Advisor @ (January 2006 - January 2007)
- Sales Manager Investment Alternatives @ (January 2005 - December 2005)
- Vice President Financial Services @ (October 2003 - February 2005)
- Guaranteed Product Wholesaler @ (October 2001 - July 2003)
- Vice President Financial Services @ Infinex Financial Group (Fairfield County Savings Bank) (January 2000 - January 2001)
- Sr Financial Consultant VP @ (January 1996 - January 2000)
- Financial Consultant @ (January 1995 - January 1996)
Paul Schott Education
- New England College
BA (History & Political Science)
1985-1989 - Abington senior high school
- Arcadia University
(Masters of Secondary Education)
Paul Schott Skills
- Financial Services
- Retirement Planning
- Investments
- Life Insurance
- Mutual Funds
- Insurance
- Wealth Management
- Retirement
- Financial Advisory
- Finance
- Fixed Annuities
- Relationship Management
- Asset Allocation
- Securities
- Financial Planning
- Portfolio Management
- Variable Annuities
- Sales Management
- 401k
- Banking
- Alternative Investments
- Sales Operations
- Asset Management
- Public Speaking
- Long-term Care
- Estate Planning
- Equities
- Investment Strategies
- Strategic Planning
- Disability Insurance
- Strategic Financial Planning
- 401k Rollovers
- New Business Development
- ETFs
- Term Life Insurance
- Financial Planners
- Investment Management
- Whole Life
- Fixed Income
- Wealth Management Services
- Wealth
- Universal Life
- FINRA
- Long Term Care Insurance
- Bonds
- Operations Management
- Training & Development
- Recruiting
- Strategic
- Financial Analysis
- Investment Assessment
- Business Development
- Planning
- Wealth Strategies
- Asset Allocation Strategies
- Institutional
- Customer Service
- Estate and Legacy Strategies
- Client Accounts
- Distribution
- Sales
- Strategy
- 401k Options
- 401k Retirement Savings Plans
- Training and Development
- Marketing
- Long Term Care
- Portfolio Review
- 401 Retirement Savings Plans
Paul Schott Summary
- Paul Schott, based in New York, NY, US, is currently a Financial Advisor at Gateway Financial Partners. Paul Schott brings experience from previous roles at Edward Jones, WealthVest, Brokers Central LLC and Prudential Financial. Paul Schott holds a 1985 - 1989 BA in History & Political Science @ New England College. With a robust skill set that includes Financial Services, Retirement Planning, Investments, Life Insurance, Mutual Funds and more. Paul Schott has 2 emails and 3 mobile phone numbers on RocketReach.
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