Meghan S. Paul
Portfolio Manager-Equities at Potomac Advisors, Inc.
Profile
Ms. Meghan S.
Paul is a Vice President at Potomac Advisors, Inc. At Potomac Advisors, she is responsible for operations and growth.
Her experience in the financial sector began when she joined American Express after they bought Revolution Money, later renamed Serve Enterprises.
There she was a Sr. Product Manager, developing the BlueBird card for Wal-Mart.
She was wooed away from American Express by the online financial planning startup, LearnVest, to become the Vice President of Product, where she oversaw the development of their financial planning software.
LearnVest was recently acquired by Northwestern Mutual for ~$375m.
As an equity owner in LearnVest, and with the rapid growth of Potomac Advisors.
She graduated from Vanderbilt University in 2005, magna cum laude, with a double major in economics and political science.
Meghan S. Paul active positions
| Companies | Position | Start |
|---|---|---|
Potomac Advisors, Inc.
 Potomac Advisors, Inc. Investment ManagersFinance Potomac Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood Ranch, Florida. The firm was founded by Richard “Rich” Paul in 2003. Potomac Advisors offers market timing signals, mutual fund, equity and ETF recommendations (Signals) to unaffiliated registered investment advisers. The firm also provides sub-advisory services to an Investment Company and offers investment supervisory and management services to primarily individuals, and occasionally to pension and profit-sharing plans; trusts; estates and charitable organizations; corporations and other business entities. | Portfolio Manager-Equities | 01/09/2016 |
Former positions of Meghan S. Paul
| Companies | Position | End |
|---|---|---|
Solvate.com, Inc.
 Solvate.com, Inc. Information Technology ServicesTechnology Services Solvate.com, Inc. develops software solutions and management consulting services. It offers professional, creative, design, marketing, business development, saas administration, sales strategy and mobile developers services. The comapny was founded in 2007 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/12/2011 |
Training of Meghan S. Paul
| Vanderbilt University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Solvate.com, Inc.
Solvate.com, Inc. Information Technology ServicesTechnology Services Solvate.com, Inc. develops software solutions and management consulting services. It offers professional, creative, design, marketing, business development, saas administration, sales strategy and mobile developers services. The comapny was founded in 2007 and is headquartered in New York, NY. | Technology Services |
Potomac Advisors, Inc.
Potomac Advisors, Inc. Investment ManagersFinance Potomac Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood Ranch, Florida. The firm was founded by Richard “Rich” Paul in 2003. Potomac Advisors offers market timing signals, mutual fund, equity and ETF recommendations (Signals) to unaffiliated registered investment advisers. The firm also provides sub-advisory services to an Investment Company and offers investment supervisory and management services to primarily individuals, and occasionally to pension and profit-sharing plans; trusts; estates and charitable organizations; corporations and other business entities. | Finance |
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