csi wealth management essentials pdf download

New Entrants Course, Wealth Management Essentials, Personal Financial. SeeWhy Financial Learning Inc is a Canadian company based in Milton, Ontario. He also serves on the Executive Board for Hermits of Bethlehem and is a Trustee for the Tri-County Scholarship Fund. CSI's Wealth Management Essentials course provides the foundational knowledge to succeed in your financial planning or investment management career. Paul serves on the Board of Trustees of his Alma Mater, Fairleigh Dickinson University, where he participates on the Finance Committee. Paul began his career as a Financial Advisor at Kidder Peabody in 1984. Prior to joining UBS, he spent more than two decades in the industry, including 12 years at Citigroup and predecessor firms, as a Financial Advisor, branch manager, complex director and regional director in New York and New Jersey. Paul has over 30 years of experience in financial services. He is a member of the US WM Management, Operating and Investment committees. Paul is also responsible for experienced Financial Advisor acquisition and integration and UBS Wealth Way which is helping transform and enhance the way Financial Advisors approach holistic wealth management. In addition, he manages the National Sales and Sales Specialist organization for WM USA. He oversees the development and training for WM USA’s field leadership, Financial Advisors and support staff. In his current role, Paul is charged with harnessing the power of the global UBS franchise to drive organic growth for WM USA. Paul Santucci is a Managing Director and Head of Business Development for Wealth Management USA (WM USA).

Csi wealth management essentials pdf download