As a Registered Senior Client Service Manager, Paula’s primary responsibilities are to assist in the daily operational and investment needs of the clients. Her main focus is to provide the ultimate client service experience.
Paula comes to us with 7 years of industry experience. Prior to joining Telemus Capital Partners LLC, Paula was employed at UBS Financial Services with a Private Wealth Management Group. She has also worked for JP Morgan Chase & Co: Private Bank-Premium Team and Structure Finance and Van Kampen Investments.
Paula graduated from Texas State University in San Marcos with a Bachelor of Healthcare Administration. She holds her Series 7 and 63 licenses. Paula is actively involved with various philanthropic organizations. She was the Co-Chair of the 2007 American Cancer Society- Starlight Gala Committee. She is also involved with the Woman of Wardrobe- Dress for Success Houston and Young Professional in Energy. |