
Paul Gamble
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors... | Greater Boston, Greater Boston, United States
Paul Gamble’s Emails pg****@ma****.com
Paul Gamble’s Phone Numbers No phone number available.
Social Media
Paul Gamble’s Location Greater Boston, Greater Boston, United States
Paul Gamble’s Expertise 55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s automated tax technology, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com
Paul Gamble’s Current Industry Jp Morgan Asset Management
Paul
Gamble’s Prior Industry
Fidelity Investments
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Scudder Investments
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Financial Engines
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F Squared Investments
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Learnvest
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Financial Services Fintech And Investment Management
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55ip
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Jp Morgan Asset Management
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Work Experience

Jp Morgan Asset Management
Vice Chairman
Sun Sep 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
55ip
Chief Executive Officer & Board Member
Fri Sep 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Financial Services Fintech And Investment Management
Advisor and Investor
Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Financial Engines
Executive Vice President, Distribution & Institutional Services
Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Learnvest
Member of Board of Advisors
Wed Oct 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
F Squared Investments
Managing Director, Head of F-Squared Institutional & Retirement
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Financial Engines
Executive Vice President of Distribution
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Scudder Investments
Vice President, Institutional Retirement Sales
Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Vice President, Institutional Retirement Sales
Tue Jan 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)