McAdam Financial
Courtney Paul is a seasoned professional with diverse experience in compliance technology and customer service roles. Currently serving as a Compliance Technology Specialist and Operations Associate at McAdam Financial since March 2019, Courtney oversees the onboarding and offboarding of new advisors, publishes firm-wide data through PowerBI, and assists in the licensing process for the Boston location. Previous experience includes managing operations as a Store Manager at Boston Common Coffee, where customer service and inventory management were prioritized, and as an Assistant Manager at Cafe Luna, responsible for inventory and employee scheduling. Courtney also held the position of Facilities Supervisor at The Middle Gray, focusing on client relationships and gallery maintenance. Educational background includes a Trade Certificate in Photojournalism from the New England School of Photography, obtained between 2011 and 2014.
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McAdam Financial
Being Financially Advanced™ requires a whole new level of thinking and doing. At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We alsoconsider an additional, more important driverof your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future.That’s why McAdam designed it as the core foundation of our proven Advanced Advisory Model™. With one of the largest financial networks in the country that includes hundreds of advisors across five offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially Advanced™McAdam was named one of the 2017 "Inc.5000 Fastest Growing Private Companies in America" as well as being named to the "Top 50 Fastest-Growing Firms" in the RIA industry by FA Magazine for 2017. Please visit McAdam at www.McAdamFA.com for more information about our services. Anyone interested in exploring a rewarding career as a financial advisor is encouraged to contact McAdam and apply online.