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
- 2026 -now Wealth Manager - Retirement Plan Specialist @
- 2021 -now Senior Regional Sales Consultant @
- 2017 -2020 AVP, RIA Business Developer - Hybrid Wholesaler (Northeast Region) @
- 2010 -2017 Senior Internal Investment Consultant @
- 2007 -2010 Registered Client Service Associate (Personal Wealth Management) @
- 2006 -2007 Personal Banker - Financial Center Associate (Citibank) @
Timothy Paulson Education
- Long Island University 2004-2006
- Pace University - Lubin School of Business 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 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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