Paul Wharf

Paul Wharf, RFC®, currently serves as Vice President of Sales at intelliflo since September 2022, bringing over 30 years of extensive experience in the financial services industry. Previously, Paul was Managing Director - RIA at Swan Global Investments and held positions such as Chief Growth Officer at Pinnacle Private Wealth, where significant asset growth and advisor recruitment were achieved. Other notable roles include Senior Director at Risk Paradigm Group, where a distribution strategy and CRM implementation were executed, and Senior Sales Director at Highland Capital Management, which resulted in substantial asset growth. Paul has also held leadership positions at Tactical Allocation Group, RBS Citizens Financial Group, AllianceBernstein, and Fidelity Investments, demonstrating a consistent track record of significant sales and asset management accomplishments. Paul holds a Professional Certificate in Advanced Management from Babson College and a degree from Suffolk University.