Profilo
Mr. Paul A.
Sommerstad is an Account Executive at All Star Financial, Inc. (Minnesota) since 2005.
He served as a summer intern for All Star Financial in 2004 and has transitioned very well to an Account Executive.
He manages over 70 401(k), 403(b), and pension plans.
In addition, he assists in research projects and is a non-voting member of the investment committee.
Mr. Sommerstad graduated cum laude from the University of St. Thomas with a degree in Financial Management.
He has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360.
He has received formal training in investment fiduciary responsibility and is preparing for the CFA level 1 exam.
Precedenti posizioni note di Paul Ann Sommerstad
| Società | Posizione | Fine |
|---|---|---|
All Star Financial, Inc. (Minnesota)
 All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Comptroller/Controller/Auditor | - |
Formazione di Paul Ann Sommerstad
| University of St. Thomas | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
All Star Financial, Inc. (Minnesota)
All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Finance |
- Borsa valori
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- Paul Ann Sommerstad
