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Paul Malin

Paul malin

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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