Paul Proctor, Mba

Paul Proctor, Mba Email and Phone Number

Strategic Advisor, Technology @ New England Private Wealth Advisors, LLC
Portsmouth, NH, US
Paul Proctor, Mba's Location
Portsmouth, New Hampshire, United States, United States
Paul Proctor, Mba's Contact Details

Paul Proctor, Mba personal email

n/a

Paul Proctor, Mba phone numbers

About Paul Proctor, Mba

At DHK Financial Advisors, I have helped to implement the latest FinTech while redesigning the reporting process.

Paul Proctor, Mba's Current Company Details
New England Private Wealth Advisors, LLC

New England Private Wealth Advisors, Llc

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Strategic Advisor, Technology
Portsmouth, NH, US
Website:
nepwealth.com
Employees:
5
Paul Proctor, Mba Work Experience Details
  • New England Private Wealth Advisors, Llc
    Strategic Advisor, Technology
    New England Private Wealth Advisors, Llc
    Portsmouth, Nh, Us
    View
  • Dhk Financial Advisors
    Financial Reporting Manager
    Dhk Financial Advisors Sep 2020 - Present
    Portsmouth, New Hampshire, United States
    As Financial Reporting Manager for DHK Financial, I have helped usher in a new era of Investment Performance Reporting. We have implemented Addepar, the latest in FinTech and completely redesigned our reporting process.
    View
  • Tomii Healing & Wellness
    Director Of Business Development
    Tomii Healing & Wellness Jun 2020 - Sep 2024
    Anaheim, California, United States
    I help bring Traditional Chinese Medicine to the Spa industry by providing the latest Technology along with traditional treatments. TOMii has developed a proprietary technology that can identify imbalances in Qi energy. For the client, they can visually see the imbalance and gain ideas to help from home. For the technician, the technology describes how and where to provide acupressure, cupping, etc.
    View
  • Profocus Marketing
    Owner
    Profocus Marketing Jun 2017 - Jun 2021
    Greater Boston Area
    At ProFocus Marketing we specialize in helping professionals identify and connect with prospects.We offer a variety of solutions depending on your situation, your growth goals, and your resources. Whether you are looking for a simple solution, or you are interested in dominating a particular market; we have a solution that is right for you.Visit our website for more information and to schedule time to speak with a marketing professional specializing in YOUR industry. www.profocusmarketing.com
  • Schneider Electric
    Business Reseach Analyst
    Schneider Electric Nov 2010 - May 2017
    Solving current problems, shaping the future and accelerating change with the use of external research on technology and best practices.Working with EVP's and other leaders as well as their teams to keep them ahead of the learning curve for their specialty within IT. Creating and presenting presentations, documentation and reference material used throughout the company to expand knowledge and collaboration. Internal and competitor analysis of technology strategy, budget and effectiveness.
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  • Direct Capital Corporation
    Senior Financial Analyst
    Direct Capital Corporation Feb 2007 - Dec 2008
    Managed Financial Reporting and Operations Group responsible for monthly and ad hoc reporting, billing system maintenance and documentation management.Initiated and lead projects across sales, technology and finance to streamline processes and identify potential issues.Created new operational and financial reports including dashboard, KPI, profitability and trend reports using a variety of tools including Excel, MS Access, SQL, ERP and customize applications.
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  • Liberty Mutual Insurance
    Assistant Treasury Manager - Senior Billing Analyst
    Liberty Mutual Insurance May 2005 - Feb 2007
    Managed a staff of analysts responsible for decision support and quality control reporting.Re-engineered affiliate compensation system to a rules based system including oversight of database development, operational procedure design and multi-department coordination. Results from the project included improved record keeping, improved reliability and consistency of data.Documented and standardized much of the ERP system and reporting tools improving consistency and usability of the data. This effort provided managers direct access to the data and improved understanding of business drivers and trends.
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  • Fidelity Investments
    Senior Investment Data Analyst
    Fidelity Investments Oct 1999 - May 2005
    Automated data program making use of Excel, email, vendor feeds and external systems such as Bloomberg Terminal, Reuters, ISID+.Managed application development projects across functional lines.
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Paul Proctor, Mba Skills

Digital Marketing Linkedin Marketing Email Marketing Search Engine Optimization Financial Analysis Facebook Marketing Pay Per Click Web Development Social Media Google Adwords Project Management Business Process Business Process Improvement Accounting Business Intelligence Strategic Planning Leadership Management Sql Strategy Microsoft Excel Cross Team Collaboration Analysis Financial Reporting Access Process Improvement Databases Finance Customer Satisfaction Research Data Analysis Business Analysis Program Management Microsoft Office Microsoft Powerpoint Pricing Microsoft Access Reporting And Analysis Pivot Tables Problem Solving Interpersonal Skills Entrepreneurship Linkedin Marketing Facebook Sales And Marketing Reporting Requirements Vlookup

Paul Proctor, Mba Education Details

Frequently Asked Questions about Paul Proctor, Mba

What company does Paul Proctor, Mba work for?

Paul Proctor, Mba works for New England Private Wealth Advisors, Llc

What is Paul Proctor, Mba's role at the current company?

Paul Proctor, Mba's current role is Strategic Advisor, Technology.

What is Paul Proctor, Mba's email address?

Paul Proctor, Mba's email address is pa****@****ric.com

What is Paul Proctor, Mba's direct phone number?

Paul Proctor, Mba's direct phone number is +197843*****

What schools did Paul Proctor, Mba attend?

Paul Proctor, Mba attended University Of North Carolina At Greensboro, University Of North Carolina At Wilmington.

What are some of Paul Proctor, Mba's interests?

Paul Proctor, Mba has interest in Science And Technology, Environment, Children, Health.

What skills is Paul Proctor, Mba known for?

Paul Proctor, Mba has skills like Digital Marketing, Linkedin Marketing, Email Marketing, Search Engine Optimization, Financial Analysis, Facebook Marketing, Pay Per Click, Web Development, Social Media, Google Adwords, Project Management, Business Process.

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