Client Service Support
Education &California State University, Los Angeles, B.S. Business Administration
Paul received his Bachelors of Science in Business Administration with an emphasis in Finance from California State University, Los Angeles. Paul’s prior experience includes working on the client service team at J.P. Morgan Securities, assisting advisors in managing client accounts. He also worked in the corporate trust department at BNY Mellon where he serviced a portfolio of corporate bonds. Paul was born and raised in Los Angeles, and in his free time he enjoys watching European soccer and restoring classic Volkswagens.