Paul provides business development consulting and advisory management best practices to independent financial advisors in the Southwest. He has spent more than Three years helping advisors diversify their clients' approaches to investment management. He also works with AssetMark's Practice Management Consultants to help advisors improve the ways they run their businesses.
Before joining AssetMark Paul worked for JP Morgan Chase as a mortgage banker where he was a top performer in producing sales of new loan applications for the national direct lender. Paul has more than eight years of experience in financial services.
Paul earned a Bachelor's Degree in Finance from the Goodwin College of Business at Benedictine University and holds FINRA Series 65, 6, and 63 licenses.