Paul Engelbert
Global Professional Services Executive | Investment Advisor Representative with Transamerica Financial Advisors, Inc.
- Role
- Investment Advisor Representative at Transamerica Financial Advisors, Inc.
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Paul Engelbert
An experienced financial and professional services leader with proven management capabilities, a strong information systems background, and international experience.• Extensive experience promoting software solutions and consulting services to Fortune 500 companies.• Expert experience in leading security implementations and ensuring customer satisfaction.• Functional experience in Financial Services, Retail Sales, Manufacturing, and Data Mining.• Able to build and lead world class technical teams, and to define and implement effective sales and services strategies.• Able to identify strategic problems and move and improve customers legacy systems to the cloud.
Experience
Investment Advisor Representative
Transamerica Financial Advisors, Inc.
Jun 2020 — Present · Colorado Springs, CO, US
Transamerica Financial Advisors, Inc\'s. financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 34•••34WFGIA Headquarters: 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30•••••17. Phone: 77••••••00TFA Headquarters: 570 Carillion Parkway, St. Petersburg, FL 33716. Phone: 77••••••71
Education
Saint Lawrence University
BA
University of Colorado Denver
MS
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