Paul Girola

Experience

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  Susquehanna International Group, LLP (SIG)

  Jul 1996 - Nov 2007

  Specialist

  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 international issues.Exceeded profitability projections by 20% while providing price and market stability.Advised programmers on implementation, design and enhancements of an internal Specialist API system for algorithmic trading models, as a member of the Technology Team.Acted as an information liaison, communicating with listed companies and their executive staff, keeping companies abreast of market activity in their stocks.Responsible for developing and securing new listings for Susquehanna, including interviews with investor relations leads at listed firms. Show less

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  Maui Wowi

  Mar 2007 - now

  Owner/ Franchisee

  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.

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  Fidelity Investments

  Mar 2008 - Jan 2019

  Senior Relationship Manager

  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 relationships with high net worth clients.Planned, financed and executed client events to drive business for representatives and and increase client retention and drive branch goals.Acted as first point of contact in the branch to deliver guidance and vet sales opportunities for walk-in clients as well as adviser clients Consistently met or exceeded performance metrics as set by Fidelity. Won multiple awards for branch and team performance and customer service excellence. Show less

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  Blue Ocean Wealth Solutions

  Feb 2020 - now

  Relationship Manager
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  Jay Lieberman CPA

  Oct 2020 - now

  Accounting Assistant

  assistant