Paul Adack
Adjunct Faculty at Immaculata University | Phoenixville, Pennsylvania, United States
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Paul Adack is an innovative Senior Business Leader and an esteemed Adjunct Faculty member at Immaculata University, where he leverages his extensive experience in the wealth management industry to enrich the academic environment. With a robust background in both domestic and global financial services, Paul brings a wealth of knowledge to his students, particularly in courses such as Budgeting and Finance in Health Care Organizations, Principles of Investments, and Strategic Financial Planning. His expertise in asset management, capital markets, and financial analysis empowers students to grasp complex financial concepts and apply them in real-world scenarios.
At Immaculata University, Paul is not only dedicated to teaching but also actively engages in key projects that enhance the curriculum and foster a deeper understanding of financial principles among students. His unique ability to coordinate across various business functions allows him to integrate practical insights into his teaching, bridging the gap between theory and practice. Paul’s experience in driving strategic client relationship management and overseeing complex sales agendas equips him with the tools to prepare students for the competitive landscape of the financial industry.
In addition to his teaching responsibilities, Paul’s proficiency in alternative investments and 401(k) management positions him as a valuable resource for students interested in exploring diverse financial strategies. His commitment to nurturing the next generation of financial professionals is evident in his hands-on approach to education, where he emphasizes critical thinking and strategic decision-making. Through his role at Immaculata University, Paul Adack continues to inspire and shape future leaders in the financial services sector.
Adjunct Faculty at Immaculata University in May 2012 to Present
Managing Partner at Wealth Management & Advisory Solutions LLC in February 2018 to Present
Vice President of Account Management at InvestCloud (formerly Tegra118) at InvestCloud, Inc. in February 2021 to December 2022
Vice President of Account Management at Tegra118 (formerly Fiserv Investment Services) at Tegra118 in February 2020 to February 2021
Vice President of Account Management - Fiserv Investment Services at Fiserv in September 2018 to February 2020
Vice President at InvestEdge, Inc. in February 2011 to February 2018
Vice President and Managing Director Global Investment Management Solutions at SEI Investments in January 2005 to December 2010
Vice President Global Investment Advisory Services at SEI Investments in January 2000 to January 2005
Vice President SEI Investment Advisory Group/SEI Private Trust Company at SEI Investments in January 1993 to December 2000
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Wealth Management
Business Strategy
Product Development
Sales Management
Customer Relations
Financial Services
Asset Management
Investments
Risk Management
Banking
Capital Markets
Asset Allocation
Customer Service
Relationship Management
Investment Advisory
Investment Strategies
Strategy
Management
CRM
Mutual Funds
Portfolio Management
Equities
Leadership
Retirement Planning
Bloomberg
Strategic Planning
Financial Analysis
Series 7
Vendor Management
Executive Management
Bonds
Finance
Alternative Investments
Investment Management
Asset Managment
Trading
Financial Advisory
Private Equity
401k
Strategic Financial Planning
Hedge Funds
Financial Modeling
Fixed Income
Derivatives
Marketing
Team Building
Due Diligence
Securities
Series 63
Team Leadership
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Discover more about Immaculata UniversityWhat is Paul Adack email address?
Email Paul Adack at [email protected] and [email protected]. This email is the most updated Paul Adack's email found in 2026.
What is Paul Adack phone number?
Paul Adack phone number is 484-686-7515 and 4846867514.
How to contact Paul Adack?
To contact Paul Adack send an email to [email protected] or [email protected]. If you want to call Paul Adack try calling on 484-686-7515 and 4846867514. (updated on January 15, 2024)
What company does Paul Adack work for?
Paul Adack works for Immaculata University
What is Paul Adack's role at Immaculata University?
Paul Adack is Adjunct Faculty
What industry does Paul Adack work in?
Paul Adack works in the Investment Management industry.
Paul Adack Email Addresses
Paul Adack Phone Numbers
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