Paul Colligan, Cima® Email and Phone Number
Paul Colligan, Cima® work email
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Paul Colligan, Cima® personal email
Paul Colligan, Cima® phone numbers
With over 38 years of experience in wealth management, Paul Colligan is a Senior Director - Investments at Oppenheimer & Co. Inc, a leading investment bank and full-service investment firm. He holds the Certified Investment Management Analyst® (CIMA®) credential, which demonstrates his advanced knowledge and skills in portfolio construction, risk management, and asset allocation.Paul advises a select number of wealthy families, both in the US and abroad, who value his communication, respect, and service. He listens, asks questions, understands, and provides client-specific strategies that align with their unique circumstances, needs, and goals. He leverages the vast resources of Oppenheimer to craft tailored investment solutions that help his clients achieve their financial aspirations and overcome their challenges. Paul is licensed in 18 states and is a member of the Investments & Wealth Institute.I am licensed in the following States: CA, CT, DE, FL, GA, HI, MA, MI, NV, NJ, NY, NC, OH, SC, TX, VT, VA and WA. In addition, I hold the following licenses: Series 7, 63, 65 as well as my Insurance Producer's license. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
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Senior Director - InvestmentsOppenheimer & Co. Inc. Feb 2014 - PresentNew York, Ny, Us
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Senior Vice President | Wealth Advisor | High Net Worth Advisory | Global Wealth ManagementMorgan Stanley Dec 2007 - Feb 2014New York, Ny, Us -
Director | Financial AdvisorDeutsche Bank Dec 1999 - Dec 2007Frankfurt Am Main, Hessen, De -
Vice PresidentKidder, Peabody & Co. Dec 1994 - Dec 1999New York, Ny, Us -
Vice PresidentOppenheimer & Co. Inc. Oct 1988 - Jan 1994New York, Ny, Us
Paul Colligan, Cima® Skills
Paul Colligan, Cima® Education Details
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Dartmouth CollegeB.A.
Frequently Asked Questions about Paul Colligan, Cima®
What company does Paul Colligan, Cima® work for?
Paul Colligan, Cima® works for Oppenheimer & Co. Inc.
What is Paul Colligan, Cima®'s role at the current company?
Paul Colligan, Cima®'s current role is Senior Director - Investments at Oppenheimer & Co. Inc..
What is Paul Colligan, Cima®'s email address?
Paul Colligan, Cima®'s email address is pa****@****pco.com
What is Paul Colligan, Cima®'s direct phone number?
Paul Colligan, Cima®'s direct phone number is +161742*****
What schools did Paul Colligan, Cima® attend?
Paul Colligan, Cima® attended Dartmouth College.
What skills is Paul Colligan, Cima® known for?
Paul Colligan, Cima® has skills like Investments, Wealth Management Services, Wealth Preservation Strategies, Asset Allocation, Retirement.
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