Paragon Capital Management, Llc Work Values

Daily Duties at Paragon Capital Management, Llc:

I assisted 2 owners of a privately held company and worked with high-net worth clientele for 9 years. I've worked on several special projects both domestically and internationally ranging from: venture capital, buying companies, researching executive employment for clients, tracking private information for executive clients, buying private planes, and purchasing real estate. Responsibilities included updating client portfolios on a monthly and quarterly basis. Analyzing customer portfolios by updating Net Worth, Diversification Schedules, Tax Forecasts, Option Benefit reports, and Retirement Analysis spreadsheets. I worked with various investment companies to incorporate information needed for research and portfolio systems. Produced various reports for compliance and SEC filings. Monitored portfolio system and assisted with technical support.

What they like about Paragon Capital Management, Llc:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

Portfolio Analyst, Office Management, General Accounting, Training, Customer Service, Administration, Human Resources, high-net worth, research, retirement analysis, event planning, venture capital, SEC and GIPS compliance

Skills

Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Detail oriented, Multi-tasking, Organized, Event planning

These are some of the questions we asked our climbers about their experiences with Paragon Capital Management, Llc: