AMG National Trust
Erik Paulson, CFP® has been working as a Financial Counselor at AMG National Trust Bank since August 2010. Prior to that, Erik was a Business Analyst at Forsythe from June 2009 to August 2010. Erik also held a previous position as a Financial Counselor at AMG National Trust Bank from April 2004 to August 2008. Erik holds a Master of Business Administration (MBA) from DePaul Driehaus College of Business, and a BBA in Finance and Spanish from the University of Wisconsin Oshkosh.
This person is not in the org chart
This person is not in any teams
AMG National Trust
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.