Paul McIntyre
Managing Director & Chief Compliance Officer @Namcoa - Naples Asset Management Company , Llc
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WORK HISTORY
Managing Director & Chief Compliance Officer @Namcoa - Naples Asset Management Company , Llc
US
Portfolio Management & Retirement Plan Consulting Services
EDUCATION
International Foundation for Retirement Education (InFRE)
Certified Retirement Counselor Certification (CRC®), Retirement Plans
Merrill Lynch, Donald T. Regan School of Advanced Financial Management
Certified Financial Manager (CFM) , Financial Planning
Michigan State University
Licensing & Training Certification , Property, Casualtiy and Life Insurance
International Foundation for Retirement Education (InFRE)
Certified Retirement Administrator Certification (CRA®), Retirement Plans
Life Underwriter Training Council
LUTC I and II Designations, Personal and Business Life Insurance
Eastern Michigan University
Bachelors Business Education, Business, Management, Marketing, and Related Support Services
Center for Fiduciary Studies
Professional Plan Consultant Designee (PPC™) , Retirement Plans
Center for Fiduciary Studies
Accredited Investment Fiduciary designee (AIF®), Fiduciary Studies
Dorsey Wright Technical Institute
Point and Figure Charting Certification, Portfolio Management
Exit Planning Institute
CERTIFIED EXIT PLANNING ADVISOR (CEPA), Business Succession
The George Washington University
Certified Investment Management Consultant Certification, Portfolio Management
ABOUT PAUL MCINTYRE
I provide compliance services to RIA and Broker Dealer firms. My CRD number is 10•••68.
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