Timothy Paulson Email & Phone Number
Wealth Manager - Retirement Plan Specialist @ Marshall+Sterling
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Timothy Paulson Location
- New York, NY, US
Timothy Paulson Work
- Wealth Manager - Retirement Plan Specialist @ (March 2026 - Present)
- Senior Regional Sales Consultant @ (August 2021 - Present)
- AVP, RIA Business Developer - Hybrid Wholesaler (Northeast Region) @ (January 2017 - September 2020)
- Senior Internal Investment Consultant @ (May 2010 - January 2017)
- Registered Client Service Associate (Personal Wealth Management) @ (June 2007 - May 2010)
- Personal Banker - Financial Center Associate (Citibank) @ (August 2006 - June 2007)
Timothy Paulson Education
- Long Island University
B.S. (Business Administration and Management, General)
2004-2006 - Pace University - Lubin School of Business
Business Administration and Management (General)
2002-2004
Timothy Paulson Skills
- Risk Management
- Series 7
- Asset Management
- Mutual Funds
- Alternative Investments
- Series 63
- Fixed Income
- Investments
- Equities
- Wealth Management
- Financial Services
- Finance
Timothy Paulson Summary
- Timothy Paulson, based in New York, NY, US, is currently a Wealth Manager - Retirement Plan Specialist at Marshall+Sterling. Timothy Paulson brings experience from previous roles at Virtus Investment Partners, Allianz Global Investors and Citi. Timothy Paulson holds a 2004 - 2006 B.S. in Business Administration and Management, General @ Long Island University. With a robust skill set that includes Risk Management, Series 7, Asset Management, Mutual Funds, Alternative Investments and more. Timothy Paulson has 2 emails and 1 mobile phone numbers on RocketReach.
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