Paul Hugo is a skilled expert, that works in Uw Credit Union main office of which is in 218. as a Branch Assistant Manager since 2017. Paul Hugo has earned professional experience in more than six positions at various companies. Paul Hugo went to the James A. Graaskamp Center For Real Estate and got education there from 2011 to 2014. This professional has such professional qualifications as Series 7 Exam, Series 66 Exam, and Life, Accident and Health Licenses. New York, New York is the city, where this professional was lastly known to be located. This expert's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Pauly Hugo,
Pablo Hugo
Last updated Jun 11, 2024
Contact Information
Last Update
Jun 30, 2022
Email
ph**@uwcu.org, ph**@wisc.edu, pa**@geeksquad.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Financial Services Professional; Registered Representative
New York, NY
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Oct 2016 — May 2017
Agent
51 Madison Ave, New York, NY 10010
Agent licensed to sell insurance through New York Life Insurance Company.
Oct 2016 — May 2017
Financial Advisor, Registered Investment Advisor Representative, Financial Services Representative
200 Park Ave, New York, NY 10016
Create relationships with clients and prospects
Identify clients' financial objectives
Build financial profiles
Recommend and implement solutions to achieve clients' financial goals
Mon...
Jun 2015 — Jul 2016
Area Manager
7601 Penn Ave south, Richfield, MN 55411
Led team to #1 top ranking against 800+ locations
Managed a $16 million annual business and 23 employees
Consistently met or exceeded sales goals
Implemented various growth strategies en...
Jan 2007 — Oct 2015
Mass Retail Wholesale Accounts Executive
Worked directly with manufacturers on product development
Implemented new safety gate program resulting in $500,000 new revenue
Increased marketability and safety of manufacturers' produc...
Jun 2004 — Oct 2005
Education
2011 — 2014
2010 — 2010
2002 — 2003
Occupations
Assistant Manager
Financial Broker
Financial Services Professional
Representative
Managers
Financial Services Sales Agent
Skills
Team Building
401 Rollovers
Protection Planning/Family Security
Education Funding Strategies
Lifetime Income Strategies
Financial Services
Personal Finance
Investments
Wealth Preservation Planning
Retirement Planning
Leadership
Professional Communication
Analytical Capability
Excel
Word
Strategic Planning
Tactical Planning
Developing Client Relationships
Value Based Selling
Supervisory Skills
People/Event Photography
Adobe Photoshop
Computer Proficient
FAQs about Paul Hugo
What is the main profession of Paul Hugo?
Paul is a Branch Assistant Manager.
What jobs is Paul a professional at?
Paul is proficient at such jobs as Assistant Manager.
Where is Paul Hugo currently located?
The expert is currently located in New York, New York.
Does the professional have the email address?
ph**@uwcu.org and ph**@wisc.edu is Paul Hugo's email address.
How many companies did Paul Hugo work at?
The professional worked at six jobs.
What education does Paul Hugo have?
Paul studied at the James A. Graaskamp Center For Real Estate from 2011 to 2014.
Are there any certifications, that Paul Hugo has?
Paul Hugo received the following certifications: Series 7 Exam, Series 66 Exam, and Life, Accident and Health Licenses.
What is professional industry that Paul Hugo worked in?
Paul works in Banking industry.