![Paul Ann Sommerstad](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Paul A. Sommerstad is an Account Executive at All Star Financial, Inc. (Minnesota) since 2005.
He served as a summer intern for All Star Financial in 2004 and has transitioned very well to an Account Executive.
He manages over 70 401(k), 403(b), and pension plans.
In addition, he assists in research projects and is a non-voting member of the investment committee.
Mr. Sommerstad graduated cum laude from the University of St. Thomas with a degree in Financial Management.
He has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360.
He has received formal training in investment fiduciary responsibility and is preparing for the CFA level 1 exam.
Eerdere bekende functies van Paul Ann Sommerstad
| Bedrijven | Functie | Einde |
|---|---|---|
All Star Financial, Inc. (Minnesota)
 All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financials' investment approach is based on modern portfolio theory, in combination with other risk reduction tools. Holdings in their clients' accounts generally consist of no-load mutual funds, ETFs, and individual stocks. On average, portfolios will hold 8 to 15 distinctly different exposures. These holdings are enhanced by using individual equities and bonds that help cover all asset classes and include tactical holdings in specific target areas. | Comptroller/Controller/Auditor | - |
Opleiding van Paul Ann Sommerstad
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
78
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
All Star Financial, Inc. (Minnesota)
All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financials' investment approach is based on modern portfolio theory, in combination with other risk reduction tools. Holdings in their clients' accounts generally consist of no-load mutual funds, ETFs, and individual stocks. On average, portfolios will hold 8 to 15 distinctly different exposures. These holdings are enhanced by using individual equities and bonds that help cover all asset classes and include tactical holdings in specific target areas. | Finance |
