Paul Stephen Merrick

Paul Stephen Merrick

Analyst-Equity chez Riverpoint Wealth Management Holdings LLC

Consumer Services
Finance

Profil

Mr. Paul S.
Merrick, CFA, is a Senior Wealth Manager at Riverpoint Wealth Management Holdings LLC.
brings nineteen years of experience providing wealth management advice to his clients and also conducts key investment research for all the wealth advisors of Riverpoint Wealth Management.
Mr. Merrick began his career in the financial services industry in 2004, as a Financial Advisor at American Express, and has now been with Riverpoint for more than sixteen years.
He graduated from the University of Illinois with a Bachelor of Science in Business Finance in 2003.
He has received his CFA charter from the CFA institute.

Postes actifs de Paul Stephen Merrick

SociétésPosteDébut
Analyst-Equity 01/09/2013
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Formation de Paul Stephen Merrick

University of Illinois Undergraduate Degree

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