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Shawn Paulk
Shawn Paulk
Senior Managing Director, Mergers & Acquisitions | Moneta
Charlotte, North Carolina, United States
Shawn Paulk
Summary
Shawn Paulk is an accomplished financial services executive with a strong track record in mergers and acquisitions. Currently serving as Vice President at Moneta, he has over two decades of experience in leadership roles across various financial institutions. Shawn's expertise in strategic distribution and advisor resources has positioned him as a key player in the industry. He holds a degree in Leadership and Business from Southwestern Oklahoma State University, reflecting his commitment to professional development. His career journey includes significant roles at TIAA Cref Asset Management and Knowledge Leaders Capital, where he honed his skills in managing distribution channels. Shawn is known for his strategic thinking and ability to navigate complex financial landscapes, making him a valuable asset to any organization. His interests lie in enhancing financial advisory services and exploring innovative solutions in the financial sector. Outside of work, he enjoys mentoring emerging leaders in the industry.
Shawn Paulk
Work Experience
Senior Managing Director, Mergers & Acquisitions at
Moneta
January 2023 - Present
Head of Distribution at
Knowledge Leaders Capital
June 2010 - December 2022
Founder and CEO at
Bonefish Advisor Strategies
November 2008 - September 2010
Managing Director & Head of Financial Advisor Distribution at
TIAA
March 2005 - August 2008
Director, Advisor Sales at
Tiaa Cref
October 2001 - March 2005
Director, Advisor Resources Sales at
[Archived]
May 1999 - October 2001
Shawn Paulk
Education
Southwestern Oklahoma State University, Bachelor Of Science - Bs
January 1988 - January 1991
Frequently Asked Questions about Shawn Paulk
What is Shawn Paulk email address?
Shawn Paulk's primary email address is ******@monetagroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Shawn Paulk work for?
Shawn Paulk is a Senior Managing Director, Mergers & Acquisitions at Moneta, a company specializing in Monetary Authorities-Central Bank.
Where Shawn Paulk graduated from?
Shawn Paulk holds a degree in Leadership, Business from Southwestern Oklahoma State University.
How can I directly contact Shawn Paulk?
To contact Shawn Paulk directly, you can use the email address ******@monetagroup.com. Complete contact information is available upon registration with Muraena.
Who is Shawn Paulk?
Shawn Paulk is an accomplished financial services executive with a strong track record in mergers and acquisitions. Currently serving as Vice President at Moneta, he has over two decades of experience in leadership roles across various financial institutions. Shawn's expertise in strategic distribution and advisor resources has positioned him as a key player in the industry. He holds a degree in Leadership and Business from Southwestern Oklahoma State University, reflecting his commitment to professional development. His career journey includes significant roles at TIAA Cref Asset Management and Knowledge Leaders Capital, where he honed his skills in managing distribution channels. Shawn is known for his strategic thinking and ability to navigate complex financial landscapes, making him a valuable asset to any organization. His interests lie in enhancing financial advisory services and exploring innovative solutions in the financial sector. Outside of work, he enjoys mentoring emerging leaders in the industry.
Shawn`s contact details
******@monetagroup.com
Colleagues
Partner and Family CFO
Chairman of the Board
Chief Operating Officer - DSP Team at Moneta
CEO & Chairman of the Board
Partner and Family CFO
Chair of Investment Committee and Chief Global Market Strategist (Non-exec)
Family CFO and CPA/CFP®
Chief Talent Officer
Chief Philanthropy Officer