Paula A Email & Phone Number
Certified Financial Planner @ Lang Advisors, LLC
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Paula A Location
- Cincinnati, OH, US
Paula A Work
- 2024 -now Certified Financial Planner @
- 2019 -2024 Certified Financial Planner @
- 2019 -2019 Manager @
- 2017 -2018 Vice President Investment Advisor Representative @
- 2015 -2017 Senior Financial Advisor @
- 2012 -2015 Central Relationship Manager @
- 2011 -2012 Sales Consultant @
- 2006 -2010 Registered Sales Assistant @
- 2003 -2006 Registered Sales Assistant @
- 2002 -2003 Assistant @
- now Global Settlements @
- now Mutual Fund Processor @
Paula A Education
- University of Phoenix
Bachelor of Science (BS) (Finance, General)
2006-2010 - Cincinnati State Technical and Community College
Associate of Arts and Sciences (A.A.S.) (Business Financial Management)
2002-2006 - Kaplan University
(Financial Planning Education Program)
Paula A Skills
- Coaching
- Asset Allocation
- Relationship Building
- Problem Solving
- Team Motivation
- Sales
- Leadership
- Retirement Planning
- Portfolio Management
- Long Term Care Insurance
- Strategic Planning
- Customer Relationship Management (CRM)
- Insurance
- Financial Services
- Financial Advisory
- Analytical Skills
- Banking
- Financial Planning
- Team Building
- Management
- Finance
- Customer Service
Paula A Summary
- Paula A, based in Cincinnati, OH, US, is currently a Certified Financial Planner at Journey Advisory Group, LLC. Paula A brings experience from previous roles at Zeiders Enterprises, Inc., KeyBank, Horter Investment Management, LLC and Huntington National Bank. Paula A holds a 2006 - 2010 Bachelor of Science (BS) in Finance, General @ University of Phoenix. With a robust skill set that includes Coaching, Asset Allocation, Relationship Building, Problem Solving, Team Motivation and more. Paula A has 2 emails and 2 mobile phone numbers on RocketReach.
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Paula A
Certified Financial Planner
Cincinnati, OH, US
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