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Paul W. Email & Phone Number

Director, Business Development | Fairfax, California, United States, North America

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About Paul W.

Paul W. is a Director, Business Development at Levin Simes Abrams based in Fairfax, California, United States, North America. RIA Experience: As an Investment Operations professional, I leverage my 38 years of experience in the RIA and wealth management business to offer assistance in the areas of operations, technology, compliance, marketing and general business administration. I have a proven track record of rationalizing processes, improving performance, and anticipating future challenges for my employers and clients. RIA & Wealth Management Experience: Most recently I was Managing Director and Strategic Initiatives executive for the MUFG Union Bank Wealth Markets Group, where I led the implementation of new technology solutions utilizing both traditional waterfall and Agile project management approaches. Prior to that I served as Chief Operating Officer for HighMark Capital Management, a Registered Investment Advisor where in addition to being responsible for all back office operations I also served on the Board of Directors, Compliance Committee and Investment Policy Committee. I was responsible for developing and coordinating the implementation of a new trading platform that significantly reduced expenses by over $1M annually while increasing efficiency. My mission has to help financial services firms achieve their strategic goals and optimize their performance. Venture Capital | Co-Founder | Sustainable use Experience: I have also co-founded and advised public and private companies, including a Business Development Company (MVC) and a small sustainable use organic products company, the Point Reyes Compost Company. I was part of a team that raised $330M for MVC which was listed on the NYSE in 2000. I have experience in structuring open and closed-end mutual funds, establishing governance, managing staff, and implementing back office systems. I maintain as open interest in helping sustainable use and green companies grow and thrive in an ever changing financial and regulatory environment.

Current Position: Director, Business Development

Company: Levin Simes Abrams

Location: Fairfax, California, United States, North America

Social: Professional profiles available

Network: Extensive professional connections

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Paul W.'s Email Addresses

  • in****o@levinsimes.com
    Company

Paul W.'s Phone Numbers

  • (••) ••• ••• 000
    Company
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Frequently Asked Questions
about Paul W.

  • What is Paul W.'s phone number?

    Paul W.'s phone number is (••) ••• ••• 000.

  • How to contact Paul W.?

    To contact Paul W., send an email to in****o@levinsimes.com. You can also reach out via their LinkedIn profile.

  • What is Paul W.'s current role?

    Paul W. currently works as Director, Business Development at Levin Simes Abrams.They are located in Fairfax, California, United States, North America.

  • How do I get in touch with Paul W.?

    To reach Paul W., try sending your message to in****o@levinsimes.com. Additionally, you can connect with them on LinkedIn. For business inquiries, you can contact their company at in****o@levinsimes.com.

  • What does Paul W. do at Levin Simes Abrams?

    Paul W. serves as Director, Business Development at Levin Simes Abrams.RIA Experience: As an Investment Operations professional, I leverage my 38 years of experience in the RIA and wealth management business to offer assistance in the areas of operations, technology, compliance, marketing and general business administration. I have a proven track record of rationalizing processes, improving performance, and anticipating future challenges for my employers and clients. RIA & Wealth Management Experience: Most recently I was Managing Director and Strategic Initiatives executive for the MUFG Union Bank Wealth Markets Group, where I led the implementation of new technology solutions utilizing both traditional waterfall and Agile project management approaches. Prior to that I served as Chief Operating Officer for HighMark Capital Management, a Registered Investment Advisor where in addition to being responsible for all back office operations I also served on the Board of Directors, Compliance Committee and Investment Policy Committee. I was responsible for developing and coordinating the implementation of a new trading platform that significantly reduced expenses by over $1M annually while increasing efficiency. My mission has to help financial services firms achieve their strategic goals and optimize their performance. Venture Capital | Co-Founder | Sustainable use Experience: I have also co-founded and advised public and private companies, including a Business Development Company (MVC) and a small sustainable use organic products company, the Point Reyes Compost Company. I was part of a team that raised $330M for MVC which was listed on the NYSE in 2000. I have experience in structuring open and closed-end mutual funds, establishing governance, managing staff, and implementing back office systems. I maintain as open interest in helping sustainable use and green companies grow and thrive in an ever changing financial and regulatory environment.