Paula Friedman Email & Phone Number
Chief Executive Officer @ McLean Asset Management
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Paula Friedman Location
- Washington, DC, US
Paula Friedman Work
- Chief Executive Officer @ (January 2025 - Present)
- Managing Principal @ (January 2017 - Present)
- Managing Director @ (January 2013 - December 2016)
- Managing Member @ (July 2018 - Present)
- Member @ (January 2021 - Present)
- Director of Retirement Plan Services @ (January 2011 - December 2012)
- Financial Adviser @ (September 2007 - December 2012)
- Recruiter @ RSM McGladrey/Creative Financial Staffing (January 2005 - September 2007)
Paula Friedman Education
- University of Maryland Global Campus
Accounting Certificate (Accounting)
2004-2005 - Ithaca College
MBA (Business Administration)
2003-2004 - Ithaca College
BS (Entertainment Administration)
1999-2003 - Winston Churchill High School
Paula Friedman Skills
- Retirement Plans
- Profit Sharing
- 401 K Rollovers
- Comprehensive Wealth Management
- Investment Selection
- Retirement Plan Consulting
- Employee Education
- Retirement Planning
- Financial Planning
- Investments
- Pensions
- 401k
- Retirement
- Wealth Management
- Investment Advisory
- ERISA
- Strategic Financial Planning
- Asset Management
- Portfolio Management
- Financial Analysis
- Mutual Funds
- Wealth Management Services
- Qualified Retirement Plans
- Employee Benefits
- Defined Benefit
- Financial Advisory
- Estate Planning
- Asset Allocation
- Defined Contribution
- Finance
- IRAs
- Investment Strategies
- Securities
- Investment Management
- Financial Planners
- Customer Service
- Recruiting
- Management
- Training
- Strategic Planning
Paula Friedman Summary
- Paula Friedman, based in Washington, DC, US, is currently a Chief Executive Officer at McLean Asset Management. Paula Friedman brings experience from previous roles at McLean Asset Management Corporation, Retirement Researcher and RISA, LLC. Paula Friedman holds a 2004 - 2005 Accounting Certificate in Accounting @ University of Maryland Global Campus. With a robust skill set that includes Retirement Plans, Profit Sharing, 401 K Rollovers, Comprehensive Wealth Management, Investment Selection and more. Paula Friedman has 3 emails and 1 mobile phone numbers on RocketReach.
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Top McLean Asset Management Employees
Paula Friedman
Chief Executive Officer
Washington, DC, US
Jason Rizkallah
Managing Director - Financial Planning
Silver Spring, MD, US
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