Gene Paulsen, Managing Director, Institutional and Humanitarian

Gene is an authority on consultative selling, strategic partnerships, business building, and team building,  all centered-on trust and results. He is a proven, corporate business builder and a passionate, hardworking executive.  

Drawing on more than 30 years of value added, corporate experience, Gene has been directly responsible for overseeing and optimizing consultative, business building teams with several of the largest and complex financial services companies in in the world.

He has led full spectrum sales and relationship management teams across the high new worth, institutional wealth management sectors as a perennial Chairman’s Club producer at Merrill Lynch, PNC Bank, and led a cutting edge, fintech upstart.

Gene has been recognized for studies in the field of Finance with a Bachelor of Science from Siena College.  He was class office for three years and Chairman of the Student Judiciary. Gene is a proud veteran and former officer in the US Navy.

He takes pride in being a pleasure to collaborate and interact with as an outstanding human being.  Gene is always keen to learn new things and rigorously pursue new challenges while coaching and helping others.