Paul W.
Financial Services Operations Executive | Co-Founder | Board Member | Business Transformation | Strategic Initiatives | Project Management | CFO | COO
- Role
- Director, Business Development at Levin Simes
- Location
- Fairfax, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Paul W.
RIA Experience: As an Investment Operations professional, I leverage my 39 years of…
Experience
Director, Business Development
Jan 2025 — Present
Responsible for driving growth by identifying new opportunities, fostering strategic partnerships, and enhancing the firm’s market presence.
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