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Paul Malin

Paul Malin

Senior Portfolio Manager, Associate Vice President, Financial Advisor

Followers of Paul Malin374 followers
location of Paul MalinGreater Phoenix Area

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  • Timeline

  • About me

    Senior Portfolio Manager, Associate Vice President | Financial Advisor at Morgan Stanley

  • Education

    • Pepperdine University, The George L. Graziadio School of Business and Management

      1991 - 1992
      MBA (Executive)

    • Washington and Lee University

      1971 - 1975
      B.A.

  • Experience

    • Morgan Stanley

      Apr 2007 - now
      Senior Portfolio Manager, Associate Vice President, Financial Advisor

  • Licenses & Certifications

    • Chartered Healthcare Consultant

      The American College
      Nov 2015

    • NMLS#

      Nationwide Mortgage Licensing System
      Jan 2015

    • Accredited Domestic Partnership Advisor®

      College for Financial Planning
      Sept 2012

    • Certified in Long-Term Care

      CLTC Board of Standards, Inc
      Apr 2012

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc
      Feb 2012

    • California Insurance License

      California Department of Insurance
      Sept 2007