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Paul A Roldan, 526 Gloria Ct, New City, NY 10956

Paul Roldan Phones & Addresses

6 Gloria Ct, New City, NY 10956    845-6391796   

Middle Village, NY   

241 S 3Rd St #9, Brooklyn, NY 11211    718-4866113   

South Salem, NY   

Spring Valley, NY   

Mentions for Paul A Roldan

Paul Roldan resumes & CV records

Resumes

Paul Roldan Photo 38

Senior Partner

Location:
3081 Stanfield Ave, Orlando, FL 32814
Industry:
Investment Management
Work:
Heritage Financial Services Dec 1999 - Jan 2003
Principal
Allgen Financial Advisors Dec 1999 - Jan 2003
Senior Partner
Axa Advisors Sep 1996 - Nov 1999
Financial Advisor
Charles Schwab Sep 1995 - Oct 1996
Registered Representative
Federal Reserve Bank of New York Jun 1994 - Jul 1995
Financial Analyst
Education:
Harvard University 2010 - 2012
Harvard University 1992 - 1994
Princeton University 1988 - 1992
Bachelors, Bachelor of Arts
Trinity School
Skills:
Wealth Management, Retirement Planning, 401K, Etfs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial Planning, Portfolio Management, Estate Planning, Wealth Accumulation Strategies, Charitable Gift Planning, Personal Financial Planning, Financial Services, Investment Management, Financial Advisory, Asset Management, Finance, Entrepreneurship
Interests:
Investing
Nonprofit Boards
Music
Retirement Planning
Fishing
Languages:
Spanish
Paul Roldan Photo 39

Pharmacist

Location:
New City, NY
Industry:
Pharmaceuticals
Work:

Pharmacist
Paul Roldan Photo 40

Paul Roldan

Location:
United States

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