Paul Escobar
Senior Investment Consultant at Newport, an Ascensus company
- Role
- Senior Investment Consultant at Newport
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Paul Escobar
I have a passion for investments and economics, and have been providing expert investment…
Experience
Senior Investment Consultant
Jan 2013 — Present
Paul has a passion for investments and has been providing expert investment advice on retirement planning, plans, insurance and endowments for three decades. Paul provides proactive investment and fiduciary consulting services to Newport Group Consulting\'s institutional clients, including financial services, life and annuity, P&C, and health care organizations for their general balance sheet assets, ERISA-qualified and non-qualified retirement plans, and endowments. In addition to typical manager selection, monitoring and asset allocation advisory services, Paul specializes in customized investment product development across cash management through traditional and alternative investments using LDI strategies and COLI and ICOLI.
Skills
- Equities
- Management
- Financial Services
- Employee Benefits
- Mergers & Acquisitions
- Capital Markets
- Series 7
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Indexed Annuities
- Product Marketing
- Product Development
- Non-Qualified Deferred Compensation
- Financial Advisory
- Estate Planning
- Financial Planning
- Financial Risk
- Fixed Annuities
- Asset Management
- Investments
- Fixed Income
- Pricing
- Databases
- Leadership
- Life Insurance
- Finance
- Investment Advisory
- 401k
- Strategy
- Coli
- Sales Management
- Retirement
- Strategic Financial Planning
- Performance Reporting
- Investment Management
- Variable Annuities
- Asset Allocation
- Mutual Funds
- Business
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