Rich Paul

Rich Paul has a diverse work experience, with their most recent role being Vice President, Investments at David Lerner Associates, Inc. Rich joined the company in 2018 and is currently serving in that position. Prior to this, Rich Paul worked at Pitney Bowes from 1999 to 2017, holding various roles such as Business Operations Manager, Regional Manager of Professional & Consulting Services, Solutions Architect, and Field System Engineer. Throughout their time at Pitney Bowes, they demonstrated expertise in managing business operations, overseeing direct marketing activities, leading teams, analyzing solutions, and streamlining processes.

Rich Paul's education history includes studying at Fairfield University and Sacred Heart University. At Fairfield University, they pursued an MBA, specializing in Masters of Science in Finance. Rich also completed a Graduate Certificate in General Management at the same institution. Later, they attended Sacred Heart University, where they obtained a Masters of Science in Information Technology, focusing on Software Engineering.

In addition to their formal education, Rich Paul obtained several certifications. In May 2018, they earned the Series 63 - Uniform State Law certification from NASAA (North American Securities Administrators Association). In April 2018, they obtained the Series 7 - General Securities Representative certification from FINRA (Financial Industry Regulatory Authority). Furthermore, in January 2018, they completed the Business Development Foundations certification from LinkedIn.