Mutual Fund Intermediary Specialist
Paulo (Paul) is responsible for the oversight of mutual fund intermediary relationships. He also contributes to mutual and pooled fund services operations.
Paul began his career in 2000 and joined the firm in 2019. Previously he worked at Wells Fargo, Boston Financial Data services (BFDS), and Diaz Construction Co. Most recently at Wells Fargo Paul was a Senior Intermediary Services Consultant, responsible for monitoring and analyzing FICCA and SOC 1 controls, maintaining intermediary relationships, and corporate projects.