- Auditing & Due Diligence
- Compliance & Reporting
- Financial Systems & Statements
- Mergers & Acquisitions Support
- Policies & Procedures
- Technical Accounting
Paul M.Strategy & Finance
University of Colorado - BS Accounting
University of Denver - Coursework towards Masters in Taxation
Paul has over 20 years of experience in the Financial Services industry, most recently with ING (Security Life of Denver) in their Financial Products business unit. His background includes experience in both public accounting (Arthur Andersen - audit and PWC - tax) as well as private industry. He has been involved in the restructuring of several operations as well as the development of new lines of business.
Prior to his work in the Financial Services industry, Paul worked for two of the regions more prominent private investors, each with portfolios in excess of $25 million, where he served in both a finance and operations capacity. Paul is a strong leader, avid mentor, and trusted business advisor.
Paul is licensed Certified Public Accountant and during his career has been registered with both FINRA and the SEC.
Paul has been activity involved with several of the areas non-profits and is currently involved with: College Summit Colorado, Metro Volunteers, The Denver Hospice, and Mental Health America of Colorado.