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Penny Paul
Compliance Officer bij Andina Capital Management LLC
Profiel
Ms. Penny Paul is a Chief Compliance Officer at Andina Capital Management LLC.
She helps create and manage Andina’s liquid asset portfolios including identifying, evaluating and monitoring outsourced investment managers.
She is a member of Andina’s Investment Committee which selects managers and evaluates real-time investment portfolio options and reallocations.
She is also instrumental in maintaining Andina’s reporting software, making it an accurate and useful experience for clients.
Prior to joining Andina in 2012, Ms. Paul worked in diverse roles in in management, operations and executive compensation consulting for firms including Asset Allocations Consultants Limited, Lang Export, and Equilease.
She is a graduate of York University with BA and MBA degrees.
Actieve functies van Penny Paul
Bedrijven | Functie | Begin |
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Andina Capital Management LLC
![]() Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Compliance Officer | - |
Opleiding van Penny Paul
York University | Masters Business Admin |
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Bedrijven in privébezit | 1 |
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Andina Capital Management LLC
![]() Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Finance |