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René Páez Email & Phone Number
Wealth Advisor
at
Prosperity - An EisnerAmper Company
1 work email found
@prosperityea.com
1 phone found area 305
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
West Palm Beach, Florida, United States
Company size
Who is René Páez? Overview
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Quick answer
René Páez is listed as Wealth Advisor at Prosperity - An EisnerAmper Company, a company with 49 employees, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at prosperityea.com, phone signal with area code 305, and a matched LinkedIn profile for René Páez.
René Páez previously worked as Adjunct Professor of Finance and Entrepreneurship and Global Management at Palm Beach Atlantic University and Adjunct Professor of Finance & Entrepreneurship & Global Management at Palm Beach Atlantic University. René Páez holds Mba, General Management from Northwestern University - Kellogg School Of Management.
Company email context
Email format at Prosperity - An EisnerAmper Company
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*@prosperityea.com
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AeroLeads found 1 current-domain work email signal for René Páez. Compare company email patterns before reaching out.
Profile bio
About René Páez
WHAT WE DO: We provide independent, fee-only, Wealth Management services specializing in Financial Planning, Multi-Family Office Administration, Investment Management & Aggregate Reporting, Tax & Estate Planning, and Inter-Generational Family Alignment. As Family CFO, we advocate for families by standing in the gap between them and their advisors and in doing so prioritize their values, purpose and multi-generational mission.Securities offered through DAI Securities, LLC, Member FINRA/SIPC.Advisory Services offered through Prosperity – An EisnerAmper Company.Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on LinkedIn, or any other social media, nor does it encourage any such parties to post on its behalf.
Listed skills include Business Development, Strategy, Management, New Business Development, and 44 others.
Current workplace
René Páez's current company
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Prosperity - An Eisneramper Company
15 roles
René Páez work experience
A career timeline built from the work history available for this profile.
Adjunct Professor Of Finance And Entrepreneurship And Global Management
Wealth Advisor
Current
Feb 2024 - Present
Adjunct Professor Of Finance & Entrepreneurship & Global Management
CurrentFinance & International Business Professor at Palm Beach Atlantic University
Oct 2013 - Present
Wealth Advisor
At EisnerAmper Wealth Management & Corporate Benefits, our mission is to help clients navigate the risks and opportunities of a fulfilling financial life. Our team of collaborative and experienced specialists seek to inspire confidence through a clear, educational, and continually evolving process, one built for each phase of the families and businesses we.
Mar 2023 - Feb 2024
Financial Advisor
With over a decade of private banking experience in both Switzerland and the USA, I provide virtual family-office services to families who are intentional about impacting this generation and the next with a lasting legacy.
Feb 2021 - Feb 2023
Director Of University Partnerships
Aug 2019 - Feb 2021
Chief Legacy Officer
High Impact Legacy Group
We ask three simple questions: If you died today, how will you be remembered? Is that how you want to be remembered? If not, what are you going to do about it?With the advent of the greatest transfer of wealth in history from one generation to the next, we create and implement a strategy for those wanting to maximize the impact of their lives and that of.
Jan 2019 - Feb 2021
Business Development Consultant
Rmp Global Consulting Llc
- Accelerating client revenue growth by sourcing and developing new customer relationships.- Boosting client profitability by implementing cost reduction and revenue maximization strategies (Six Sigma).- Providing clients with access to multi-million-dollar financing sources to finance acquisitions and expansions.
Apr 2011 - Apr 2020
Co-Founder & Chief Financial Officer
Music Industry Educators
Manage finances of company and assist in new business development.
May 2009 - Jan 2012
Strategic Project Manager
Roll out Six Sigma savings program throughout North & South America (ex-USA).
Jan 2008 - May 2009
Assistant Client Account Manager
Manage wealth and needs of ultra-high net-worth clients.
Mar 2005 - Feb 2007
Sep 2002 - Mar 2005
May 2002 - Aug 2002
Jul 1999 - Dec 2001
2 education records
René Páez education
Mba, General Management
Northwestern University - Kellogg School Of Management
Bs, International Business
Messiah University
FAQ
Frequently asked questions about René Páez
Quick answers generated from the profile data available on this page.
What company does René Páez work for?
René Páez works for Prosperity - An EisnerAmper Company.
What is René Páez's role at Prosperity - An EisnerAmper Company?
René Páez is listed as Wealth Advisor at Prosperity - An EisnerAmper Company.
What is René Páez's email address?
AeroLeads has found 1 work email signal at @prosperityea.com for René Páez at Prosperity - An EisnerAmper Company.
What is René Páez's phone number?
AeroLeads has found 1 phone signal(s) with area code 305 for René Páez at Prosperity - An EisnerAmper Company.
Where is René Páez based?
René Páez is based in West Palm Beach, Florida, United States while working with Prosperity - An EisnerAmper Company.
What companies has René Páez worked for?
René Páez has worked for Prosperity - An Eisneramper Company, Palm Beach Atlantic University, Eisneramper Wealth Management Corporate Benefits Llc, Raymond James, and Mindedge Learning.
How can I contact René Páez?
You can use AeroLeads to view verified contact signals for René Páez at Prosperity - An EisnerAmper Company, including work email, phone, and LinkedIn data when available.
What schools did René Páez attend?
René Páez holds Mba, General Management from Northwestern University - Kellogg School Of Management.
What skills is René Páez known for?
René Páez is listed with skills including Business Development, Strategy, Management, New Business Development, Strategic Planning, Finance, Leadership, and Financial Analysis.
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