Rick Paulson Email & Phone Number
Managing Director @ Charles Schwab
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Rick Paulson Location
- Chicago, IL, US
Rick Paulson Work
- Managing Director @ (March 2018 - Present)
- Senior Manager, Trading and Operations Compliance @ (June 2015 - February 2018)
- Associate Principal Examiner @ (August 2014 - June 2015)
- Chief Investigator @ (January 2014 - August 2014)
- Senior Investigator @ (July 2012 - January 2014)
- Investigator @ (September 2011 - July 2012)
- Investment Representative @ (September 2010 - September 2011)
- Registered Representative @ MF Global (June 2007 - September 2010)
- Technology Consultant @ CS Technology (February 2006 - June 2007)
Rick Paulson Education
- DePaul Driehaus College of Business
MBA (Finance and Strategy, Execution, and Valuation)
2010-2014 - DePaul University
Bachelor of Arts (Political Science)
2004-2006
Rick Paulson Skills
- Series 7
- Equities
- Financial Analysis
- Bloomberg
- Fixed Income
- Hedge Funds
- Options
- Financial Markets
- Trading
- Series 63
- Risk Management
- Securities
- Mutual Funds
- Derivatives
- Portfolio Management
- Electronic Trading
- Investments
- Financial Risk
- Proprietary Trading
- Financial Services
- Asset Management
- Banking
- Bloomberg Terminal
- Capital Markets
- Commodity
- Corporate Finance
- Credit
- Credit Risk
- Dodd-Frank
- Due Diligence
- Equity Trading
- FINRA
- Finance
- Financial Modeling
- Hedging
- Insurance
- Investment Advisory
- Investment Strategies
- Life Insurance
- Loans
- Mortgage Lending
- Options Strategies
- Quantitative Analytics
- Series 6
- Swaps
- Technical Analysis
- Trading Strategies
- Trading Systems
- Uniform Combined State Law
- Wealth Management
- Dodd Frank
Rick Paulson Summary
- Rick Paulson, based in Chicago, IL, US, is currently a Managing Director at Charles Schwab. Rick Paulson brings experience from previous roles at Charles Schwab, Financial Industry Regulatory Authority (FINRA) and CBOE. Rick Paulson holds a 2010 - 2014 MBA in Finance and Strategy, Execution, and Valuation @ DePaul Driehaus College of Business. With a robust skill set that includes Series 7, Equities, Financial Analysis, Bloomberg, Fixed Income and more. Rick Paulson has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Rick Paulson?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co