Paula Shober
The Foundation Investment Group | An Alternative Approach to Investing
- Role
- Operations Specialist at The Foundation Investment Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Paula Shober
Founded in 1992, the advisors of The Foundation Investment Group have more than 80 years…
Experience
Operations Specialist
The Foundation Investment Group
Oct 2018 — Present · San Francisco, CA, US
Paula, now semi-retired, serves as an operations specialist for the Foundation Investment Group. Previously, she spent three years as FIG’s Director of Operations. Included in her role was the coordination of the firm’s operations, marketing efforts, human resources, and office administration. Prior to joining FIG, Paula’s spent 22 years in sales management, business development, and national accounts for W. P. Carey Inc. With a considerable amount of experience in operations, building relationships, marketing and sales strategies, she brings an abundant skill set to her role at FIG.
Skills
- Finra
- Team Leadership
- Financial Services
- Sales
- Series 7
- Investments
- Securities
- Management
- Series 63
- Marketing
- Leadership
- Investment Strategies
- Alternative Investments
- Wealth Management
- Series 24
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