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Profil
Ms. Erin R.
Paulson is a Vice President of Wealth Management at Reilly Financial Advisors LLC (RFA).
She manages wealth management services for clients developed through relationships with Charles Schwab offices in the San Diego area and has been with RFA since 2008.
In her role, she assists clients with identifying their financial goals and works directly with the firm’s Investment Committee and research team to build and manage client portfolios.
Prior to joining Reilly Financial Advisors, Ms. Paulson worked on the lending side of the financial services industry, with responsibilities of managing a portfolio of home loans, refinancing packages and business loans.
Ms. Paulson holds a Bachelor of Arts in Psychology from the University of Arizona and has earned the FINRA Series 6, 63 and 65 licenses.
Anciens postes connus de Erin Reilly Paulson
| Sociétés | Poste | Fin |
|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below. | Analyst-Equity | 01/01/2022 |
Formation de Erin Reilly Paulson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below. | Finance |
University of Arizona
 University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
