Paul Svendsen
Black Diamond Financial
- Role
- Partner at Black Diamond Financial, Llc
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Paul Svendsen
Paul Svendsen helps his clients navigate the financial events of their lives. Paul…
Experience
Partner
Jun 2021 — Present · Bend, OR, US
Education
Portland State University - School of Business
Bachelor's degree
Portland State University - School of Business
MBA
1990 — 1993
Skills
- Wealth Management
- Executive Management
- Trusts
- Estate Planning
- Business Planning
- Securities
- Banking
- Financial Services
- Loans
- Succession Planning
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Small Business
- Financial Planners
- Credit
- Investments
- Private Equity
- Financial Analysis
- Financial Planning
- Retirement
- Strategic Financial Planning
- Business Valuation
- Cpa
- Asset Allocation
- Mergers & Acquisitions
- Llc
- Asset Management
- Mergers
- Finance
- Real Estate
- High Net Worth Individuals
- Financial Advisory
- Tax
- Management Consulting
- Due Diligence
- Retirement Planning
- Valuation
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