Paul Delaney, Cfa® Cfp® Email & Phone Number

Alpharetta, Ga, Us

WHAT I DO: I partner with executives and business owners in their 40s through 60s to formulate an ongoing plan to optimize retirement using my SustainedLifestyle™ Approach.WHAT MAKES ME DIFFERENT: Tax planning combined with expert portfolio management to deliver more of your retirement savings to you.Because I’m laser-focused on serving a select group of clients with similar needs, I’m familiar with the challenges and opportunities particular to this demographic.SERVICES I PROVIDE:📊Comprehensive Financial Planning👨‍💼Executive Compensation Planning & Consultation - Stock Options, Restricted Stock (RSUs), Performance Stock (PSUs), Deferred Compensation Plans (DCP)📊Portfolio Management (Asset Allocation, Investment Selection, Tax-Efficient Asset Location, Risk Mitigation, Portfolio Rebalancing)👴🏻Retirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing)👴🏻Personal Retirement Accounts (IRAs, SEP, Simple)📈Employee Stock Ownership Plans (ESOPs)👪Estate Planning & Management📊Financial Planning | Financial Risk Management👪Life Insurance Planning☂️Risk Management (Property & Casualty, Personal Umbrella, Business Insurance)💰Wealth Management | Wealth Preservation Planning📈Stock Holding Requirements | Stock Management | Stock Market Analysis🗣READY TO TALK?Connect with me here on LinkedIn or visit me online at www.pauldelaney.com.

Recommended equity investments across covered sectors for the firm’s investment portfolios.Conducted industry and economic analysis to determine implications for future company-level performance. Advised the U.S. Department of the Treasury with regard to the fundamental outlook of banks in the CPP (TARP) program, including valuations of preferred stock and equity warrants (option-like securities), as well as opinions on potential acquisitions or recapitalizations of distressed banks by private equity and other banks.

New York, Ny, Us

Equity research lead analyst, and prior to that, associate, covering US mid cap banks.

Covered health care facilities and specialty & mortgage finance.

Boston, Massachusetts, Us

Initiated coverage of the building materials industry and presented conclusions in two presentations to the research department.

Burbank, California, Us

Forecasted UK financial results using accounting results and commercial input from sales and marketing leaders.Modeled profitability of potential licensing titles such as The Wiggles and Sesame Street.

Analysis of major project spending proposals, as well as projections for ongoing initiatives.

Toronto, On, Ca

Prepared annual financial statements for privately owned businesses, as well as family trusts, partnerships, and trust partnerships. Prepared annual tax returns and GST returns for various privately held businesses.

Mba, Finance

Dipcom (Postgraduate), Finance, Econometrics

Bcom, Economics, Accounting

Ba, History, English