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Paul Boes

Financial Representative

608 followers

San Francisco Bay Area

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Timeline
About me
Technical Program Manager at Fisher Investments
Education
- San Jose State University
  2014 - 2016
  Mathematics Economics & Actuary Sciences BS
  Developed mathematical skills used in solving dynamic, theoretical, and practical problems of todays world. Evolved these skills to solve applications of the economy on the Macro and Micro level. Mastered mathematical and economical theories and practicalities to build models of todays thriving market.
- Cuesta College
  2011 - 2013
  Associate's degree Mathematics AS-T
  Activities and Societies: Helped begin the first lacrosse team of Cuesta College. Immersed myself in a range of on and off campus student activities.
Experience
- Northwestern Mutual
  Jun 2015 - Dec 2015
  Financial Representative
  -Created and Provided financial security for professionals and families.-Developed networking circles and connections in order to expand potential market-Insured multiple individuals under whole life insurance plans-Met with numerous professionals and families on a 1 to 1 level in order to enlighten opportunities
- The Wine Group
  May 2016 - Aug 2016
  ERP IT Intern
  -Integrate a new and unique system of JD Edwards across multiple platforms. -Consult with winery's to provide IT solutions in an understandable yet effective manner-Consider both winery manufacturing and IT performance while managing solutions to JD Edwards Blend Management
- Fisher Investments
  Sept 2017 - now
  - Technical Program Manager
    May 2022 - now
  - Data and Analytics Analyst
    Nov 2021 - May 2022
  - Data and Analytics Specialist
    Feb 2020 - Nov 2021
  - Data and Analytics Associate
    Aug 2019 - Feb 2020
  - Client Services Associate
    Sept 2017 - Aug 2019
Licenses & Certifications
- Life, Accident and Health
  California Department of Insurance
  Jun 2015