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Paul Strid Location
Newtown Square, PA, US
Paul Strid Work
Founding Principal and CEO @ (February 2014 - Present)
Financial Advisor @ Strid Wealth Management Group of Wells Fargo Advisors, LLC (February 2003 - February 2014)
VP Global Business Analyst @ (January 1999 - June 2001)
Paul Strid Education
Georgetown University McDonough School of Business
BS (Finance)
1993-1997
Episcopal Academy 1989-1993
Holy Child School at Rosemont
Paul Strid Skills
Alternative Investments
Asset Allocation
Asset Management
Capital Markets
Financial Analysis
Financial Modeling
Investment Advisory
Investments
Portfolio Management
Private Equity
Retirement Planning
Wealth Management
Benefits
Mutual Funds
Training
Series 63
Series 7
Harmony
Securities
Process Improvement
Hedge Funds
Rias
Management
Sales
Public Speaking
Retirement
Equities
Private Banking
Strategy
Finance
Paul Strid Summary
Paul Strid, based in Newtown Square, PA, US, is currently a Founding Principal and CEO at Concentus Wealth Advisors. Paul Strid brings experience from previous roles at Strid Wealth Management Group of Wells Fargo Advisors, LLC and Credit Suisse First Boston. Paul Strid holds a 1993 - 1997 BS in Finance @ Georgetown University McDonough School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Financial Analysis and more. Paul Strid has 2 emails and 1 mobile phone numbers on RocketReach.
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