Jerry Paulison
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Jerry Paulison
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Experience
Financial Advisor
Jul 2017 — Present · Colorado Springs, CO, US
Informing, educating, assessing risk tolerance, creating quantifiable actionable financial goals based on what is important to clients by recommending investments, strategies and options to support and align with their goals. I will set myself apart as a trusted advisor serving clients and their inner circle to help guide them through life as their resource to improve their personal, financial and professional lives.
Education
ORU
BS, Business Administration major & Business Spanish minor
1982 — 1986
Skills
- Estate Legacy Strategies
- Team Management
- Performance Appraisal
- Graduate Recruitment
- College Recruiting
- Executive Networking
- Interviews
- Employee Relations
- College Savings
- Talent Acquisition
- Retirement Planning
- Protection Planning
- Personnel Management
- Internet Recruiting
- Hiring
- Management
- Strategy
- Succession Planning
- Onboarding
- Employer Branding
- Multilingual
- Building Relationships
- Sales
- Philanthropy
- Sourcing
- Leadership
- Training
- Talent Management
- Charity Work
- Employee Engagement
- Human Resources
- Business Networking
- Recruiting
- Protection Strategies
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