Paul Kaye
Diamond Bar,CA
Summary
Investment Advisor Representative with experience in financial planning, protection solutions, and wealth management. Proven track record of driving business and revenue growth and earning client satisfaction with innovative investment strategies, empathy, and excellent listening skills. Committed to educating clients on investment opportunities, ensuring they grasp both fundamental and advanced concepts. I build relationships and keep them for the long term.
Overview
27
27
years of professional experience
Work History
Investment Advisor Representative
Mass Mutual Financial
Irvine, CA
03.2023 - Current
- Generate and develop new client leads and opportunities
- Sell all insurance products, including life, DI, LTC, as well as all variable products
- Sell all fixed income and annuity products, including SPIA, FIA, DIA, and variable
- Educate clients, and help them make informed decisions about investing.
- Teach clients everything regarding investing, from basic to advanced concepts.
- Develop and implement customized financial plans for clients based on their individual needs.
- Research investment opportunities, such as stocks, bonds, mutual funds, ETFs, and other securities.
- Develop personalized financial plans based on client goals and risk tolerance.
- Identify opportunities for cross-selling products or services within existing accounts.
Investment Advisor Representative
Northwestern Mutual Wealth Management
San Francisco, CA
06.2021 - 09.2022
- Researched investment opportunities, such as stocks, bonds, mutual funds, ETFs, and other securities.
- Provided guidance to help clients make informed decisions about investing strategies.
- Recommended strategies to clients to help achieve financial goals.
COO
Propy, Inc
San Francisco, CA
03.2020 - 06.2021
- In charge of overall revenue and organizational structure.
- Led team to highest revenue and new customer growth success ever.
- Developed quarterly sales plans and forecasts.
- Set all OKRs and KPIs, organizational structure, & team goals for Sales, Client Services & Marketing teams.
CEO
Strands Labs, Inc
San Francisco , CA
04.2013 - 11.2019
- Built profitable business in 1 year, grew net margin 4 straight years.
- Brought in 25 largest customers.
- Managed team of 13 - sales, engineering, and customer support.
- Set all OKRs and KPIs, organizational structure, & team goals for Sales, Client Services & Marketing teams.
- Established performance goals for all levels of employees.
Vice President of Sales
Retrevo, Inc
Sunnyvale, CA
02.2008 - 12.2012
- Company Sales Champion - Grew sales revenue from $3M to $8M over 3 years.
- Boosted revenue 60% in Year 1 and 42% in Year 2.
- Landed 30 largest customers.
- Developed and implemented sales plans to increase profits and market share.
COO
TheFind.com, Inc
Sunnyvale, CA
01.2005 - 01.2008
- Championed company value proposition to online retail industry executives and signed largest customers including Barnes and Noble, Brooks Brothers, and Staples.
- Developed primary retail partnerships, as well as relationships with top-tier ad agencies.
- Acquired by Facebook in 2006.
Vice President, Sales
eBay, Inc / Shopping.com
San Francisco, CA
03.2001 - 11.2004
- 8M+ in new annual sales in Year 1; $14M in Year 2.
- Beat quota for 3 straight years.
- IPO on NASDAQ in 2005.
Associate Vice President of Sales
CNET Networks / mySimon, Inc
Santa Clara, CA
01.1999 - 10.2001
- Employee #2 - built entire business and sales model.
- Closed and managed deals with 100+ online retailers including Amazon.com, Walmart.com, Gap.com, Nordstrom.com, Best Buy.
- Managed 12-member team.
- Acquired by CNET Networks for >$700mm in 2001.
Education
M.S. (no Degree Conferred) - Economics And Financial Planning
University of California, Berkeley
Berkeley, CAB.A. -
University of California, Santa Barbara
Santa Barbara, CASkills
- Investment strategies: equities, fixed products, and insurance
- Lead development
- Cross-selling and finding new opportunities within current accounts
- Client relationship management
- Data interpretation
- Alternative investments
- Risk assessment
- Strategic planning
Accomplishments
- Named 2024 Sagient Financial Group's Rookie of the Year
- Recognized in 2024 as Mass Mutual National "Leader"
- Named 2024 Top 5% of all Mass Mutual Rookie Advisors
- Awarded "Fastest Growth Under 4 Years" At Northwestern Mutual
- Named Sales Executive of the Year at eBay 2005
- Company MVP team, mySimon, 2001
Certifications & Licenses
- Series 7
- Series 66
- Insurance: whole life, term, all variable
- Annuities: SPIA, RILA, FIA, DIA, all variable
Timeline
Investment Advisor Representative
Mass Mutual Financial
03.2023 - Current
Investment Advisor Representative
Northwestern Mutual Wealth Management
06.2021 - 09.2022
COO
Propy, Inc
03.2020 - 06.2021
CEO
Strands Labs, Inc
04.2013 - 11.2019
Vice President of Sales
Retrevo, Inc
02.2008 - 12.2012
COO
TheFind.com, Inc
01.2005 - 01.2008
Vice President, Sales
eBay, Inc / Shopping.com
03.2001 - 11.2004
Associate Vice President of Sales
CNET Networks / mySimon, Inc
01.1999 - 10.2001
M.S. (no Degree Conferred) - Economics And Financial Planning
University of California, Berkeley
B.A. -
University of California, Santa Barbara
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