Paula Cooley Email & Phone Number
CFO and Part Owner
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Paula Cooley Location
- Olney, MD, US
Paula Cooley Work
- 2013 -now Financial Representative, Principal Securities Registered Representative, Financial Advisor @
- 2011 -now CFO and Part Owner @ Alzheimer's Music Connect
- 1995 -now Independent Consultant @ Clear Transaction Corporation
- 1983 -1995 Human Resources Professional @
Paula Cooley Education
- Princeton University
- Nardin Academy
Paula Cooley Skills
- Charitable Giving
- Deferred Compensation Plans
- Disability Income Insurance
- 401(k), 403(b), SEP & SIMPLE IRA's 529 Plans
- Annuities (Fixed and Variable)
- Retirement Planning
- Buy-Sell Agreements
- Executive Bonus Plans
- Financial Needs Analysis
- IRA's (Traditional & Roth)
- Life Insurance (term, universal, whole)
- Long Term Care Insurance
- Mutual Funds
- Executive Benefits Strategies
- Income Protection
- Informal Business Valuation
- Key Person Insurance
- Pension Plans
- Salary Continuation
- Split Dollar Plans
- Supplemental Retirement Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Whole Life Insurance
- 401(k) Retirement Savings Plans
- 403(b)
- 529 Plans
- Annuities
- Asset Allocation Analysis
- Benefit Check-Up
- Brokerage Accounts
- Executive Benefit Strategies
- Long Term Care
- Traditional IRAs
- Roth IRAs
- Survivor Income
- SEP
- Simple IRAs
- Estate Planning
- Sep and Simple Iras
- 401 K
- Iras Traditional and Roth
- Business Overhead Expense
- Annuities Variable and Fixed
- 401k Retirement Savings Plans
- Asset Allocation
- 403 b
- Buy Sell Review
- Buy Sell Agreements
- Wealth Accumulation
- College Funding Strategies
- Business Continuation Strategies
- Tax Deferred Savings
- 403b
- 401 Retirement Savings Plans
Paula Cooley Summary
- Paula Cooley, based in Olney, MD, US, is currently a CFO and Part Owner at Alzheimer's Music Connect. Paula Cooley brings experience from previous roles at Principal Financial Network of Mid-Atlantic, Clear Transaction Corporation and GM, Mazda, Marriott Inflite dba Caterair International. Paula Cooley holds a Princeton University. With a robust skill set that includes Charitable Giving, Deferred Compensation Plans, Disability Income Insurance, 401(k), 403(b), SEP & SIMPLE IRA's 529 Plans, Annuities (Fixed and Variable) and more. Paula Cooley has 1 emails and 2 mobile phone numbers on RocketReach.
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