Account Specialist & Research Assistant
Stanley serves as the Account Specialist & Research Assistant in Advisory and Investment Management. In this role, he assists with the preparation, review, and processing of new account paperwork to ensure documentation is fully complete, accurate, and conforms to processing guidelines. He also assists with investment related data gathering, analysis, and presentation projects. He currently holds a Series 65 registration.
Prior to joining Paul R. Ried Financial Group, LLC in September 2015, Stanley worked in corporate finance departments for over five years. These included Getty Images, K2 Sports, and Washington Mutual Savings Bank. Stanley also worked as a data specialist for a Marine insurance adjusters company, as well as a freelance videographer and video editor.
Outside of the office, Stanley likes to spend his time reading, cooking, and watching documentaries, epic movies/TV shows and football. He also enjoys taking walks in the park.