Paul began his role as the Financial Paraplanner/Operations Associate at OWMG in October 2023. He is primarily responsible for the preparation & follow-up for client meetings and will work within the operations team to ensure compliance & efficiency.
Paul brings over 5 years’ industry experience within the financial services industry. He attended Lasell University in Newton, Massachusetts where he earned a degree in Finance and Accounting. After college, Paul completed the Emerging Leaders Program in New York City, where he was an analyst at a NYSE firm.
Paul lives in Tewksbury, MA with his wife, Tessa, and their daughter, Hailey. During his free time, Paul enjoys playing golf, watching sports, and travelling to Cape Cod.