Paul Hoshko CFP ChFC CASL CRPS CRPC CMFC AAMS CLU

Paul Hoshko CFP ChFC CASL CRPS CRPC CMFC AAMS CLU

Wealth Management Advisor, TIAA

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Currently employed at TIAA

Previous: Morgan Stanley, Hudson River Capital, Merrill Lynch

 

    Summary

    PROFILE Entrepreneurial business leader recognized for driving superior revenue generation as a top performer in the financial, management, and consulting arena. Result focused execution specialist defining and implementing strategic plans and managing a portfolio of projects with commitment, discipline, determination, and efficiency. A proven influencer with superb business acumen and extraordinary interpersonal skills, uniquely adept at building and maintaining cross-functional relationships among diverse personalities and interest groups from C-level stakeholders to the customer points of contact. Designations: CERTIFIED FINANCIAL PLANNER™ - CFP®, Chartered Financial Consultant - ChFC®, Chartered Advisor for Senior Living - CASL™, Chartered Retirement Plans Specialist - CRPS®, Chartered Life Underwriter - CLU®, Chartered Retirement Planning Counselor - CRPC®, Chartered Mutual Fund Counselor - CMFC®, Asset Management Specialist - AAMS®, Ancillary Designations: Estate Planning Consultant, Retirement Plan Specialist, Rule 144 Specialist Registered Financial Consultant - RFC Financial Security Licenses: Finra Series 7, 31, 63, 65, & 66 Insurance Licenses: Life, Accident, Health, & Variable Insurance Licenses

Experiences

 

Wealth Management Advisor

At TIAA

From 2013 to Present
 

Wealth Management/Vice President

At Hudson River Capital

From 2006 to 2011