Courtney Paul

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.