John Paugh
- Role
- Director, Senior Lead Risk Analytics Consultant at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Paugh
Resourceful, results-driven financial professional offering a diverse background in…
Experience
Director, Senior Lead Risk Analytics Consultant
Feb 2021 — Present
Skills
- Personal Financial Planning
- Asset Management
- Securities
- Separately Managed Accounts
- Bonds
- Zephyr Style Advisor
- Fund Accounting
- Capital Markets
- Financial Services
- Portfolio Management
- Bloomberg Terminal
- Vlookup
- Sql
- Access
- Retirement Planning
- Client Facing Skills
- Wealth Management Services
- Equities
- Mba
- Fixed Income
- Microsoft Word
- Data Analysis
- Morningstar
- Financial Advisory
- Series 7
- Bonddesk
- Fixed Annuities
- Futures
- Investments
- Options
- Hedge Funds
- Microsoft Office
- Investment Strategies
- Financeware
- Trading
- Investment Management
- Financial Risk
- Chartered Financial Analyst
- Asset Allocation
- Derivatives
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