Paul Thompson

Finance

Consumer Services

Profile

Mr. Paul Thompson is an Assistant Portfolio Manager at Peritus Asset Management LLC.
He assists with various aspects of the trading department, including determining allocations, processing trades, and managing the internal reporting system.
He also supports the compliance department by managing the trading documentation and reporting processes and supports the sales effort with tracking and database reporting.
Prior to joining Peritus in 2011, Mr. Thompson served in client services, database management and operational support capacities at Partnervest Financial Group.
Prior to that, he was a Loan Administrator for PlanMember Financial Corporation.
He also has experience on the banking side, working his way up from a teller to an Assistant Manager with Bank of America.
Mr. Thompson graduated from University of California, Santa Barbara with a degree in Business Economics.
He carries his Series 6, 7, 63, and 65 licenses.

Former positions of Paul Thompson

Companies	Position	End
Bank of America California, National Association Bank of America California, National Association Major BanksFinance Part of Bank of America Corp., Bank of America California, National Association is a nationally chartered commercial bank. The company is based in San Francisco, CA. The CEO of the company is Kevin Christopher Phalen.	Corporate Officer/Principal	-
Partnervest Financial Group LLC Partnervest Financial Group LLC Financial ConglomeratesFinance Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA.	Corporate Officer/Principal	-
PlanMember Financial Corp. PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA.	Corporate Officer/Principal	-
Peritus Asset Management LLC Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds.	Portfolio Manager-Equities	-

See the detail of Paul Thompson's experience

Training of Paul Thompson

University of California, Santa Barbara

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies