Paul Alegi

Aurora, Colorado

Wealth Advisor , Guardian Wealth Strategies

Experience at:
ISC Financial Advisors , ISC Financial Advisors, Voya Financial

I’m interested in mentoring people from:

    Paul Alegi
    Where I've Worked
    G

    Nov 2017 – Present

    Wealth Advisor

    Guardian Wealth Strategies
    G

    Jan 2017 – Present

    Wealth Advisor

    Guardian Wealth Strategies
    I

    Sep 2016 – Nov 2017

    Investment Advisor

    ISC Financial Advisors
    I

    Jan 2016 – Jan 2017

    Head of Outside Sales and Business Development

    ISC Financial Advisors

    Jan 2016 – Dec 2016

    Regional Vice President

    Voya Financial

    Apr 2016 – Aug 2016

    Regional Vice President

    Voya Financial
    C

    Jul 2009 – Mar 2016

    Managing Director

    Contego Capital
    C

    Jan 2009 – Dec 2015

    Managing Director/Founder

    Contego Capital

    Jul 2008 – Jul 2009

    Director

    Lincoln Financial Group

    Jan 2008 – Jan 2009

    Regional Vice President

    Lincoln Financial Group
    I

    Nov 2006 – Jun 2008

    Regional Vice President

    ING
    M

    Jan 2006 – Jan 2008

    Regional Vice President

    Morgan Stanley and UBS

    Mar 2005 – Nov 2006

    Regional Vice President

    Genworth

    Jan 2005 – Jan 2006

    Regional Vice President

    Genworth Financial
    A

    Apr 2003 – Feb 2005

    National Sales Director, Investments

    American Express Asset Management

    Jan 2003 – Jan 2005

    National Sales Director

    American Express Financial
    T

    Aug 2000 – Apr 2003

    Sales Manager

    Transamerica Capital, Inc

    Jan 2000 – Jan 2003

    Divisional Sales Manager

    Transamerica Capital
    O

    Feb 1997 – Aug 2000

    Internal Sales Associate, Director's Council Channel

    Oppenheimerfunds, Inc
    O

    Jan 1996 – Jan 2000

    Internal Sales Associate

    OppenheimerFunds

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Studied

    Specialties

    Account Management

    Business Development

    Sales

    Sales Management & Operations

    Ask Me for a Referral

    Guardian Wealth Strategies

    In the Media

    Social Media