Paul Berkman is a highly qualified professional, that works in Ameriprise Financial Services, Inc main office of which is in 430. as a Senior Vice President at Iron Birch Advisors from 2019. This expert has earned professional experience in more than nine positions at various companies. Paul Berkman went to the Martin Van Buren High School and got education. New York, New York is the city, where this expert was known to be living. Paul Berkman's email address and phone are accessed through this website by request.
Name variants:
Pauly Berkman,
Pablo Berkman
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 3, 2022
Email
pa**@axa.com, pa**@pberkman.com
Location
New York, NY
Workplace
Senior Vice President at Iron Birch Advisors
Industry
Financial Services
Colleagues
Work History
Senior Vice President at Iron Birch Advisors
3500 Packerland Dr, De Pere, WI 54115
from Aug 2019
Hedge Fund Owner and Manager
Managed hedge funds in the US and overseas. Primary strategy -- convertible arbitrage.
1992 — 2005
Manager of Convertible Hedge Trading
One of the first (possibly the first ever) convertible hedge funds.
1983 — 1992
Convertible Securities Analyst
85 Broad St, New York, NY 10004
Generated investment ideas for customers and firm.
1981 — 1983
Vice President, Senior Analyst
New York, NY
Wall Street's first Convertible Securities Analyst, providing analysis of convertible bonds, convertible preferreds, warrants, options
1979 — 1981
Executive Editor
Wrote and edited an investment advisory service analyzing convertible bonds & preferreds, warrants, options.
1972 — 1979
Occupations
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Customer Service
Financial Services
Financial Strategy
Insurance Services
Insurance Strategies
Investment Services
Estate Planning Strategies
Retirement Planning
Business Succession Strategies
Risk Management
Wealth Preservation Strategies
Tax Efficient Strategies
FAQs about Paul Berkman
What is the main profession of Paul Berkman?
This professional's job is Senior Vice President
What jobs is Paul Berkman proficient at at?
Paul is a professional Executive and Senior Vice President jobs.
Where is Paul Berkman currently located?
Paul Berkman is located in New York, New York.
What is the expert's email?
Paul's email is pa**@axa.com and pa**@pberkman.com.
Where did Paul Berkman work?
Paul Berkman worked at Ameriprise Financial Services, Inc., Iron Birch Advisorsâ®.
Where has Paul Berkman studied?
Paul studied at the Martin Van Buren High School.
What is professional industry that Paul Berkman worked in?
This person works in Financial Services industry.
Are there any professional skills, that Paul Berkman has?
This professional has skills in the following areas: Wealth Management, Customer Service, Financial Services, Financial Strategy, Insurance Services, Insurance Strategies, and Investment Services.