Paul Girola
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Paul Girola Email & Phone Number

Experienced Client Relationship Manager, Financial Professional, Sales Assistant and business owner--Maui Wowi Smoothies at Blue Ocean Wealth Solutions
Location: Bellmore, New York, United States 5 work roles 1 school
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Current company
Blue Ocean Wealth Solutions
Role
Experienced Client Relationship Manager, Financial Professional, Sales Assistant and business owner--Maui Wowi Smoothies
Location
Bellmore, New York, United States
Company size
56 employees

Who is Paul Girola? Overview

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Quick answer

Paul Girola is listed as Experienced Client Relationship Manager, Financial Professional, Sales Assistant and business owner--Maui Wowi Smoothies at Blue Ocean Wealth Solutions, a company with 56 employees, based in Bellmore, New York, United States. AeroLeads shows a matched LinkedIn profile for Paul Girola.

Paul Girola previously worked as Accounting Assistant at Jay Lieberman Cpa and Relationship Manager at Blue Ocean Wealth Solutions. Paul Girola holds Bachelor'S Degree, Finance, General from Suny New Paltz.

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Blue Ocean Wealth Solutions

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Profile bio

About Paul Girola

Experienced financial services professional, NYSE specialist (20+ years) and successful entrepreneur with a proven track record of building deep customer relationships, providing service excellence and driving sales growth. I worked with High Net Worth households for over 10 years building trust and loyalty to my former employer and financial planning teams I supported. I excelled at looking for opportunities within a book of business to drive sales and foster long term success for the client. I won numerous awards for service excellence and being a team player as well as helping the branch to Team of the Year in 2016.

Listed skills include Customer Retention, Wealth Management, Management, Equities, and 10 others.

Current workplace

Paul Girola's current company

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Blue Ocean Wealth Solutions
Blue Ocean Wealth Solutions
Experienced Client Relationship Manager, Financial Professional, Sales Assistant and business owner--Maui Wowi Smoothies
east hills, new york, united states
Website
blueocean.us.com
Employees
56
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5 roles

Paul Girola work experience

A career timeline built from the work history available for this profile.

Accounting Assistant

Current
Jay Lieberman Cpa

Lynbrook, New York, United States

assistant

Oct 2020 - Present

Owner/ Franchisee

Current
Maui Wowi

Greater NY / NJ / CT / PA

We work our Maui Wowi Smoothie business throughout the year. We offer private party catering for corporations, individuals (backyard parties)and schools(Colleges our specialty) for all student and employee events and appreciations.We also work select fairs, sports tournaments ( Lacrosse our specialty)for children and adults, as well as festivals.

Mar 2007 - Present

Senior Relationship Manager

Fidelity Investments

Garden City NY

Sr. Relationship ManagerEducated clients on the depth and breadth of Fidelity products and services available to more effectively manage their investments.Served as a customer advocate for high net worth clients with complex inquiries and needs.Worked with advisors to uncover and target specific sales opportunities. Partnered with advisors to help deepen.

Mar 2008 - Jan 2019

Specialist

Susquehanna Investment Group

NYC

NYSE Senior SpecialistPerformed all customary and functional roles of an NYSE Specialist Served as a catalyst bringing buyers and sellers together to enable a transaction to take place that otherwise would not have occurred.Displayed swift and accurate decision making involving trading of agency and principal accounts in Susquehanna’s domestic and.

Jul 1996 - Nov 2007
Team & coworkers

Colleagues at Blue Ocean Wealth Solutions

Other employees you can reach at blueocean.us.com. View company contacts for 56 employees →

BH Brent Henig Brent Henig Colleague at Blue Ocean Wealth Solutions Greenvale, New York, United States, United States View → MG Matthew Guerra Matthew Guerra Colleague at Blue Ocean Wealth Solutions United States, United States View → RA Redwan Ahmed Chowdhury Redwan Ahmed Chowdhury Colleague at Blue Ocean Wealth Solutions Queens, New York, United States, United States View → LS Linda Sarfati Linda Sarfati Colleague at Blue Ocean Wealth Solutions Bellmore, New York, United States, United States View → JP Jordan Plesser, Esq. Jordan Plesser, Esq. Colleague at Blue Ocean Wealth Solutions Greenvale, New York, United States, United States View → MA Mazen Abdelaziz Mazen Abdelaziz Colleague at Blue Ocean Wealth Solutions New York, New York, United States, United States View → BK Blake Klein Blake Klein Colleague at Blue Ocean Wealth Solutions New York City Metropolitan Area, United States View → NJ Nando Jimenez Nando Jimenez Colleague at Blue Ocean Wealth Solutions Melville, New York, United States, United States View → SS Samuel Singh Samuel Singh Colleague at Blue Ocean Wealth Solutions New York City Metropolitan Area, United States View → RD Raymond Disunno Raymond Disunno Colleague at Blue Ocean Wealth Solutions Sound Beach, New York, United States, United States View →
1 education record

Paul Girola education

FAQ

Frequently asked questions about Paul Girola

Quick answers generated from the profile data available on this page.

What company does Paul Girola work for?

Paul Girola works for Blue Ocean Wealth Solutions.

What is Paul Girola's role at Blue Ocean Wealth Solutions?

Paul Girola is listed as Experienced Client Relationship Manager, Financial Professional, Sales Assistant and business owner--Maui Wowi Smoothies at Blue Ocean Wealth Solutions.

Where is Paul Girola based?

Paul Girola is based in Bellmore, New York, United States while working with Blue Ocean Wealth Solutions.

What companies has Paul Girola worked for?

Paul Girola has worked for Jay Lieberman Cpa, Blue Ocean Wealth Solutions, Maui Wowi, Fidelity Investments, and Susquehanna Investment Group.

Who are Paul Girola's colleagues at Blue Ocean Wealth Solutions?

Paul Girola's colleagues at Blue Ocean Wealth Solutions include Brent Henig, Matthew Guerra, Redwan Ahmed Chowdhury, Linda Sarfati, and Jordan Plesser, Esq..

How can I contact Paul Girola?

You can use AeroLeads to view verified contact signals for Paul Girola at Blue Ocean Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did Paul Girola attend?

Paul Girola holds Bachelor'S Degree, Finance, General from Suny New Paltz.

What skills is Paul Girola known for?

Paul Girola is listed with skills including Customer Retention, Wealth Management, Management, Equities, Capital Markets, Investments, Trading, and Fixed Income.

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