Profil
Ms. Meghan S.
Paul is a Vice President at Potomac Advisors, Inc. At Potomac Advisors, she is responsible for operations and growth.
Her experience in the financial sector began when she joined American Express after they bought Revolution Money, later renamed Serve Enterprises.
There she was a Sr. Product Manager, developing the BlueBird card for Wal-Mart.
She was wooed away from American Express by the online financial planning startup, LearnVest, to become the Vice President of Product, where she oversaw the development of their financial planning software.
LearnVest was recently acquired by Northwestern Mutual for ~$375m.
As an equity owner in LearnVest, and with the rapid growth of Potomac Advisors.
She graduated from Vanderbilt University in 2005, magna cum laude, with a double major in economics and political science.
Postes actifs de Meghan S. Paul
| Sociétés | Poste | Début |
|---|---|---|
Potomac Advisors, Inc.
Potomac Advisors, Inc. Investment ManagersFinance Potomac Advisors has developed four proprietary, quantitative investment strategies: EVO 1, EVO 2, EVO 3, and Tactical Asset Allocation. These strategies process financial market data using technical analysis and, when possible, technical analysis converted into mathematical algorithms that produce periodic instructions to purchase or sell various mutual funds, and ETFs and allocation recommendations for such funds and ETFs. | Gestionnaire de Portefeuille-Actions | 01/09/2016 |
Anciens postes connus de Meghan S. Paul
| Sociétés | Poste | Fin |
|---|---|---|
Solvate.com, Inc.
Solvate.com, Inc. Information Technology ServicesTechnology Services Develops software solutions and management consulting services | Corporate Officer/Principal | 01/12/2011 |
Formation de Meghan S. Paul
Expériences
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Entreprise privées
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Solvate.com, Inc.
Solvate.com, Inc. Information Technology ServicesTechnology Services Develops software solutions and management consulting services | Technology Services |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Potomac Advisors, Inc.
Potomac Advisors, Inc. Investment ManagersFinance Potomac Advisors has developed four proprietary, quantitative investment strategies: EVO 1, EVO 2, EVO 3, and Tactical Asset Allocation. These strategies process financial market data using technical analysis and, when possible, technical analysis converted into mathematical algorithms that produce periodic instructions to purchase or sell various mutual funds, and ETFs and allocation recommendations for such funds and ETFs. | Finance |
















