Paul Finkelstein

Paul Finkelstein

Senior Representative @ Primerica

About Paul Finkelstein

Paul Finkelstein is a Senior Representative at Primerica, with extensive experience in financial consulting and small business ownership. He has a background in marketing and photography, and actively offers financial wellness classes and support for small businesses.

Work at Primerica

Paul Finkelstein has been employed at Primerica as a Senior Representative since 2020. In this role, he focuses on providing financial services and education to clients. His work includes offering free financial wellness classes aimed at enhancing retirement readiness and financial security. Finkelstein engages with clients through both virtual and in-person sessions, ensuring accessibility to his services.

Professional Background

Finkelstein has a diverse professional background with experience in various financial roles. Prior to his current position at Primerica, he worked as a Financial Consultant at Morgan Stanley from 1996 to 1999. He also served as a Registered Representative at National Securities Corporation from 2015 to 2020 and at Williams Financial Group from 2011 to 2015. Additionally, he was a Portfolio Manager at Lynn Finkelstein & Company, Inc. from 1999 to 2007.

Education and Expertise

Paul Finkelstein holds a Bachelor of Business Administration (BBA) in Marketing from St. Thomas Aquinas College, where he studied from 1991 to 1994. He also earned an Associate's degree in Photography from Rochester Institute of Technology, completing his studies from 1989 to 1991. Finkelstein further enhanced his skills by obtaining a Certificate in Human Relations and Public Speaking from Dale Carnegie Training in 1989.

Entrepreneurial Experience

From 2007 to 2020, Finkelstein operated as an Entrepreneur and Small Business Owner at Paul Steven Photography, LLC. His experience in this role contributed to his understanding of small business dynamics and financial needs. He currently leverages this experience to provide insights and support to small businesses, particularly those without a 401k, helping them explore alternative employee benefits.

Community Engagement

Finkelstein actively engages with the community by hosting free meet and greet sessions, both virtually and in-person, across locations from Delray Beach to West Palm Beach. He also participates in referral business partner marketing through networking groups such as BNI and Le Tip. Additionally, he utilizes OMGtalk.com to connect early birds and entrepreneurs, providing them with valuable business partner insights.

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