Paula Boyd Location
- San Francisco, CA, US
Paula Boyd Work
- 2022 -now Director RIA Channel Schwab Asset Management @
- 2017 -2023 Senior RM @
- 2016 -2017 Financial Consultant @
- 2014 -2016 Senior Vice President-Sales and Marketing @
- 2011 -2014 SVP, Account Executive RIA Channel @
- 2011 -2011 Relationship Manager @
- 1996 -2010 Director, Vice President National Sales @
- 1989 -1996 Head and Regional Vice President Schwab Institutional and Northwest Region @
- 1987 -1988 Branch Representative @
- 1986 -1987 Business Development Specialist @
- 1985 -1986 Mutual Fund Trader @
- now Senior Vice President, Account Executive Ria Channel @
Paula Boyd Education
- University of California - Davis
Bachelor Of Arts (International Relations)
Paula Boyd Skills
- Alternative Investments
- Series 63
- Financial Advisory
- HRIS
- Banking
- Fixed Income
- Bonds
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Relationship Management
- Series 6
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- FINRA
- High Net Worth Individuals
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Separately Managed Accounts
- Series 24
- Management
- ETFs
- Trading
- Retirement
- Series 65
- Series 7
- Securities
- Hedge Funds
- Investment Management
Paula Boyd Summary
- Paula Boyd, based in San Francisco, CA, US, is currently a Director RIA Channel Schwab Asset Management at Charles Schwab. Paula Boyd brings experience from previous roles at Charles Schwab, Fidelity Investments, Newfound Research LLC and Cole Capital. Paula Boyd holds a Bachelor Of Arts in International Relations @ University of California - Davis. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, HRIS, Banking and more. Paula Boyd has 3 emails on RocketReach.
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