![Paul Ann Sommerstad](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Paul A. Sommerstad is an Account Executive at All Star Financial, Inc. (Minnesota) since 2005.
He served as a summer intern for All Star Financial in 2004 and has transitioned very well to an Account Executive.
He manages over 70 401(k), 403(b), and pension plans.
In addition, he assists in research projects and is a non-voting member of the investment committee.
Mr. Sommerstad graduated cum laude from the University of St. Thomas with a degree in Financial Management.
He has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360.
He has received formal training in investment fiduciary responsibility and is preparing for the CFA level 1 exam.
Ehemalige bekannte Positionen von Paul Ann Sommerstad
| Unternehmen | Position | Ende |
|---|---|---|
All Star Financial, Inc. (Minnesota)
 All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financials' investment approach is based on modern portfolio theory, in combination with other risk reduction tools. Holdings in their clients' accounts generally consist of no-load mutual funds, ETFs, and individual stocks. On average, portfolios will hold 8 to 15 distinctly different exposures. These holdings are enhanced by using individual equities and bonds that help cover all asset classes and include tactical holdings in specific target areas. | Comptroller/Controller/Auditor | - |
Ausbildung von Paul Ann Sommerstad
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
78
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
All Star Financial, Inc. (Minnesota)
All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financials' investment approach is based on modern portfolio theory, in combination with other risk reduction tools. Holdings in their clients' accounts generally consist of no-load mutual funds, ETFs, and individual stocks. On average, portfolios will hold 8 to 15 distinctly different exposures. These holdings are enhanced by using individual equities and bonds that help cover all asset classes and include tactical holdings in specific target areas. | Finance |
