Paul McGee
Monroe Township,NJ
Overview
37
37
years of professional experience
Work History
Fidelity Investments
04.2022 - Current
- My focus is on engaging current and potential clients and working, in partnership with Financial Consultant, to enhance client experience and drive asset development.
RELATIONSHIP MANAGER
Precision Securities
01.2002 - 01.2022
- Initiated and managed a European private bank client base
- Created fiercely loyal relationships by understanding and anticipating client needs
- Traveled to multiple European cities, organizing dinners and events and face-to-face meetings
- Primary relationships were with Edmund de Rothschild, Monaco and Geneva, and
- Bank Vontobel, Zurich.
HEAD TRADER
SK International
01.1992 - 01.2002
- Managed a demanding client base located in Europe, Canada, the Bahamas, and the U.S
- Managed other trading professionals and a support staff of ten.
HEAD TRADER
Citco Securities
01.1994 - 01.1995
- Of a joint venture between SK International and Curacao Investment Trust, a large Dutch bank
- Developed and maintained client relationships with leading New York hedge funds.
Floor Clerck
New York Stock Exchange
01.1991 - 01.1992
- Worked for independent floor broker trading equities for the most prestigious Wall Street firms.
Bear Stearns, New York
01.1987 - 01.1991
- Traveled between New York and San Francisco to open Bears Stearns very first PCSE floor operations, which involved hiring, training and managing a staff of six prior to developing a successful client service business
- Was chosen to represent the firm on the AMEX to build and cultivate trust and respect with a floor trader customer base.
Education
2023 Excellence In Action Award
Fidelity InvestmentsUniversity of Notre Dame
Mendoza School of Business
2021
Bachelor of Arts - Marketing
Pace University
Lubin School Of Business1985
Additional Information
- FINRA licenses: Series 7, 55, & 63
Volunteering
2022 to Present The Defensive Line Foundation-Solomon Thomas, New York Jets Formed a relationship between Fidelity Charitable and UBS. I developed significant working relationships with a former New Jersey Governor and a current US Representative
11/2021 to Present Caring Contact Member of the Board. Initiated and fundraising to address Black Youth Suicide. Formed a partnership with The Defensive Line Foundation.
2014 to 2018 St. Vincent de Paul food bank.
2014 to 2016 Medical Escort
2014 to 2016 Meals on Wheels
Timeline
Fidelity Investments
04.2022 - Current
RELATIONSHIP MANAGER
Precision Securities
01.2002 - 01.2022
HEAD TRADER
Citco Securities
01.1994 - 01.1995
HEAD TRADER
SK International
01.1992 - 01.2002
Floor Clerck
New York Stock Exchange
01.1991 - 01.1992
Bear Stearns, New York
01.1987 - 01.1991
2023 Excellence In Action Award
University of Notre Dame
Mendoza School of Business
Bachelor of Arts - Marketing
Pace University