Paul Graffy

Paul Graffy Email and Phone Number

Co-Founder and Principal @ Gateway Partners LLC
Charlotte, NC 28211, US
Paul Graffy's Location
Homer, Illinois, United States, United States
Paul Graffy's Contact Details
About Paul Graffy

An entrepreneurial driven senior sales, distribution and marketing executive successful at building and leading sales teams of investment products and services through wirehouse, independent and RIA channels. Dynamic, results oriented leader with a strong record of performance in start up and high paced organizations focusing on organizational improvements and implementation of best practices. SPECIALTIES -

Paul Graffy's Current Company Details
Gateway Partners LLC

Gateway Partners Llc

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Co-Founder and Principal
Charlotte, NC 28211, US
Employees:
5
Paul Graffy Work Experience Details
  • Gateway Partners Llc
    Co-Founder And Principal
    Gateway Partners Llc
    Homer, Il, Us
    View
  • Gateway Partners Llc
    Co-Founder/Principal
    Gateway Partners Llc Oct 2021 - Present
    Greater Chicago Area
    Gateway Partners LLC are distribution partners for FinTech solutions and consultants on sales strategy and execution. With nearly 100 years of combined experience, we work within the financial services vertical to implement next generation digital engagement strategies and sales processes. Prospects and clients include broker/dealers, asset management and distribution firms, banks, private equity and private credit firms and consultants.
  • Mathsights Corporation
    Advisory Board Member
    Mathsights Corporation May 2015 - Present
  • Advisory Research, Inc.
    Managing Director / Executive Committee
    Advisory Research, Inc. Apr 2016 - Dec 2019
    Greater Chicago Area
    View
  • Compass Emp Funds
    President, Sales And Distribution
    Compass Emp Funds Dec 2013 - Mar 2016
    Brentwood Tn
  • Paul D. Graffy & Co.
    President
    Paul D. Graffy & Co. Jan 2012 - Nov 2013
    Greater Chicago Area
  • John Hancock Funds, Llc
    Senior Vice President / National Sales Manager
    John Hancock Funds, Llc Mar 2005 - Dec 2011
    View
  • Mfs Investment Management
    Senior Divisional Vice President
    Mfs Investment Management 1997 - 2005
    View

Paul Graffy Skills

Investments New Business Development Leadership Mutual Funds Start Ups Alternative Investments Strategic Planning Series 7 Wealth Management Entrepreneurship Marketing Financial Services Asset Management Series 63 Product Development Sales Asset Allocation Retirement Planning Team Building Separately Managed Accounts Business Development Executive Management Business Strategy

Paul Graffy Education Details

Frequently Asked Questions about Paul Graffy

What company does Paul Graffy work for?

Paul Graffy works for Gateway Partners Llc

What is Paul Graffy's role at the current company?

Paul Graffy's current role is Co-Founder and Principal.

What is Paul Graffy's email address?

Paul Graffy's email address is pg****@****ood.com

What is Paul Graffy's direct phone number?

Paul Graffy's direct phone number is +131256*****

What schools did Paul Graffy attend?

Paul Graffy attended University Of Pennsylvania - The Wharton School, University Of Toronto - Rotman School Of Management, University Of Wisconsin / Chicago State University.

What skills is Paul Graffy known for?

Paul Graffy has skills like Investments, New Business Development, Leadership, Mutual Funds, Start Ups, Alternative Investments, Strategic Planning, Series 7, Wealth Management, Entrepreneurship, Marketing, Financial Services.

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