Paula Pass,Cfp®

Paula Pass,Cfp® Email and Phone Number

Belle Haven, VA, US
Paula Pass,Cfp®'s Location
New Alexandria, Virginia, United States, United States
About Paula Pass,Cfp®

Paula is dedicated to working with clients in identifying goals and creating plans that will provide solutions. She has 15 plus years in the financial services industry ranging from capital markets and portfolio analysis to financial advisory services. She previously served as the Director of Operations of a Wealth Preservation and Distribution firm in the Atlanta area. Her combination of knowledge and experience has led to her reputation in providing excellent financial advisory and planning services to clients throughout the United States. Knowing her clients well and investing in the client-advisor relationship is of the utmost importance in managing any portfolio in her practice. In addition to the application and experience in the industry, Paula has taken her personal paths of transition and made them a focal point in her professional career, helping to serve women as they navigate through periods of transition such as divorce, career transition and single parenthood. Paula earned her Bachelor’s degree in Political Science with an emphasis in Economics from the University of Georgia. She also gained her Six Sigma Certification through Emory University and is a Certified Financial Planner, graduating from Georgetown's School of Continuing Studies. Although a native of Atlanta, Paula currently resides in Alexandria, Virginia and has three adult children that live throughout the United States. She enjoys golf, swimming, cycling, and traveling. Paula currently attends McLean Bible Church in Vienna and supports a number of charitable organizations that aim to secure protections globally for women and children. Investment advisory services offered Arka̅gos Advisors + Asset Management, Inc. a registered investment advisor. Insurance products are not offered through Arkagos Advisors and Asset Management, Inc. but are offered and sold as an outside business activity by licensed and and appointed agents.

Paula Pass,Cfp®'s Current Company Details
Arkāgos Advisors & Asset Management

Arkāgos Advisors & Asset Management

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President and CEO
Belle Haven, VA, US
Paula Pass,Cfp® Work Experience Details
  • Arkāgos Advisors & Asset Management
    President And Ceo
    Arkāgos Advisors & Asset Management
    Belle Haven, Va, Us
  • Arkāgos Advisors & Asset Management
    President & Ceo
    Arkāgos Advisors & Asset Management Sep 2015 - Present
    Alexandria, Va
  • Brookstone Capital Management
    Investment Advisor Representative
    Brookstone Capital Management 2015 - 2020
    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Arka̅gos Advisors + Asset Management, Inc.Are independent of each other. Insurance products are not offered through BCM but are offered and sold through individually licensed and appointed agents.
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jul 2014 - Sep 2015
    Dc Metro Area
  • Ofc Capital Corporation A Subsidiary Of Midcountry Bank
    Director Of Administrative Operations
    Ofc Capital Corporation A Subsidiary Of Midcountry Bank Oct 2007 - Sep 2009
    Directly assisted President and Executive Staff with weekly executive and departmental meetings. Generated and managed weekly P&L reports for President to review and approve.Scheduled all travel for executive staff; managed outside meeting agendas and event planning.Created and managed a business unit Policy and Procedures Manual for the Administrative Department to ensure consistency and meet company-wide standards and ensure due diligence or security and incoming chattel.Responsible for transitioning technical and support requirements to the field sales team after "go-live".Directed the collaboration development of training materials and curriculum as well as refinement of project planning tools.Spearheaded the Vendor Management program at the OFC business unit; maintained compliance for internal audit as well as outside OTS (Operation of Thrift Services) audit; managed review of current vendors, review new vendors and completed required due diligence for their approval. Excellent communication and presentation skills with the ability to present to a variety of external audiences, including being able to interact with senior executives.Program administrator for LSM (Lease Sales Manager), Baker Hill ( Credit reporting system), and Keyscan (on-site building access and security system)Worked with a group of cross business unit executives to develop and implement a company engagement survey resulting in increased engagment, reduced turnover, and better targeted employee education programs.Reviewed and approved all expense reports and vendor invoicing.Masterminded a recognition and rewards program that promoted employee engagement.
  • Bistro Vg (Formerly Van Gogh'S Restaurant)
    General Manager
    Bistro Vg (Formerly Van Gogh'S Restaurant) Jan 2003 - Oct 2007
    Managed $2.2 MM annual budget, managed staff of 32+ with less than 5% turnoverForged and capitalized on strong purveyor relationships contributing to 5% quarterly revenue increases. Strong knowledge of product, pricing and availability of highly allocated items were key to maximizing profitsSignificantly cut costs by eliminating overtime hours, streamlining the schedule and reducing utility and extraneous expenses overall by 20%

Paula Pass,Cfp® Skills

Leadership Management Financial Analysis Business Development Project Planning Strategic Planning Operations Management Process Improvement

Paula Pass,Cfp® Education Details

Frequently Asked Questions about Paula Pass,Cfp®

What company does Paula Pass,Cfp® work for?

Paula Pass,Cfp® works for Arkāgos Advisors & Asset Management

What is Paula Pass,Cfp®'s role at the current company?

Paula Pass,Cfp®'s current role is President and CEO.

What is Paula Pass,Cfp®'s email address?

Paula Pass,Cfp®'s email address is pp****@****hoo.com

What is Paula Pass,Cfp®'s direct phone number?

Paula Pass,Cfp®'s direct phone number is +163065*****

What schools did Paula Pass,Cfp® attend?

Paula Pass,Cfp® attended The University Of Georgia, Queens College.

What are some of Paula Pass,Cfp®'s interests?

Paula Pass,Cfp® has interest in Swimming, Golf, Cycling And Politics.

What skills is Paula Pass,Cfp® known for?

Paula Pass,Cfp® has skills like Leadership, Management, Financial Analysis, Business Development, Project Planning, Strategic Planning, Operations Management, Process Improvement.

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