Paul J. McDermott

Senior Vice President, COO @Eliot Rose Wealth Management, Llc

Providence, RI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2002 — Present

Senior Vice President, COO @Eliot Rose Wealth Management, Llc

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Senior executive responsible for all non-investment related functions. Intersection of compliance, technology and client experience.Two decades of senior level experience in the areas of team building, system administration, process design and management, workflow, legal, compliance and operations. Instrumental in formation of successful hedge fund, over ten years of ongoing operations and eventual wind down.Oversee strategic direction, daily operations, FinTech, marketing and vendor relationships.

SKILLS

Financial ServicesCrmRisk ManagementInvestor RelationsLeadershipStrategic PlanningRelationship ManagementManagementTeam BuildingAccount ManagementSocial Media MarketingTechnology ManagementMarketing StrategyHedge Fund OperationsBusiness StrategyTechnology Integration

ABOUT PAUL J. MCDERMOTT

FinTech, Marketing, Financial Services

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Paul J. McDermott — Senior Vice President, COO at Eliot Rose Wealth Management, Llc in Providence, RI, US | Unifers