Paul serves as the Innovative Portfolios Vice President of the Eastern region of the United States. With extensive industry experience in helping investors, he also assists the national sales efforts of an affiliated registered investment advisory firm and its institutional division headquartered in Indianapolis, Indiana.
Paul began his career in the 1980s at Charles Schwab, where he advanced to the role of Regional Vice President over the course of 20 years. During that tenure, he was recognized as a Silver Award Winner for Rookie Branch Manager and as Branch Manager of the Year. On several Schwab national task forces, Paul helped with the development of the Schwab Private Client platform—to improve the results of the Schwab Advisor Network—and was involved in other improvements in client service. He subsequently served in management roles at Raymond James and Ameriprise Financial.
Originally from the Philadelphia area, Paul earned a B.A. from Temple University and now resides in New Jersey. In his local community, Paul has served on the Count Basie Centennial Committee and the Monmouth University Scholarship Fund Committee, and is a strong supporter of Big Brothers Big Sisters, Special Olympics, and the USO. He enjoys working out, boating, snowmobiling, skiing, playing volleyball, and traveling, and he paddles with the U.S. Men’s National Dragon boat team.