Nathan Paulson

Board Member

Nathan Paulson is a highly qualified expert, working in Lake Geneva Foundation on the position of Board Member since 2011. This person has earned professional experience in more than ten positions at different companies. Nathan Paulson went to the Michigan State University - the Eli Broad College of Business and received education there from 1998 to 1999. This expert has such professional qualifications as Cfp®. Chicago, Illinois is the city, where this expert was lastly known to be situated. Their e-mail and phone are easily accessed through Connexy by request.
Name variants:
Nathaniel Paulson, Nat Paulson, Nate Paulson, Natty Paulson

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Contact Information

Last Update
Jun 27, 2022
Email
np**@paulsonwealth.com
Location
Chicago, IL
Company
Lake Geneva Foundation

Workplace

Board Member

Work History

Board Member

from Dec 2011

Board Member

4701 southwest Admiral Way #148, Seattle, WA 98116
Jan 2010 — Jan 2017

President

207 Reber St SUITE 100, Wheaton, IL 60187
Paulson Wealth Management is a registered investment advisory firm that specializes in providing financial planning, investment management, and wealth transfer planning services for institut...
from Jun 1, 2009

Portfolio Manager

213 west Wesley St SUITE 202, Wheaton, IL 60187
3rd Stream is a time-tested, client-focused strategy that combines the transparency of a separately managed account, the risk-adjusted return of many hedge funds, and the liquidity and low c...
from Jun 2009

Board Member

Jul 2007 — Jun 2013

Vice President - Investments

Ubs
May 2004 — Jun 2009

Principal

Oct 2003 — Apr 2004

Options Trader

Cmt
Nashville, TN
Options market maker for DAX, Eurostoxx, and SMI indices Exchanges: Eurex, Xetra
May 2000 — Oct 2003

Sales and Engineering

Twb
1600 Nadeau Rd, Monroe, MI 48162
Feb 1995 — May 2000

Treasurer

4701 SW Admiral Way #148, Seattle, WA 98116

Occupations

Executive
Chairperson
Board Member
Accountant
Finance and Accounting Specialist
Chief Executive
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Wealth Management
Investments
Portfolio Management
Equities
Wealth Management Services
Investment Advisory
Investment Management
Mutual Funds
Strategic Financial Planning
Options
Risk Management
Retirement Planning
Hedge Funds
Asset Allocation
Income Generation
Volatility Reduction
Inflation Protection
Philanthropy
Asset Managment
Financial Analysis
Series 7
Strategic Planning
Financial Modeling
Alternative Investments
Investment Strategies
Fixed Income
Financial Markets
Asset Management
Financial Planning
Trading
Leadership
Management
Finance

FAQs about Nathan Paulson

What is the profession of Nathan Paulson?

This professional's job is Board Member

What are the main profession of This expert?

These person's professions are Executive and Chairperson

Where does Nathan Paulson live?

Chicago, Illinois is the place where Nathan Paulson currently lives

What is the expert's email?

The professional's email is np**@paulsonwealth.com.

How many companies did Nathan Paulson work at?

The professional worked at ten jobs.

Where has Nathan Paulson studied?

Nathan studied at the Michigan State University - the Eli Broad College of Business from 1998 to 1999.

What are the certifications of Nathan Paulson?

Nathan received the following certifications: Cfp®.

What is professional industry that Nathan Paulson worked in?

Nathan Paulson works in Financial Services industry.
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