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Shawn Paulk

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Shawn Paulk

Senior Managing Director, Mergers & Acquisitions | Moneta

Charlotte, North Carolina, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Shawn Paulk

Work Experience

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Senior Managing Director, Mergers & Acquisitions at

Moneta

January 2023 - Present

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Head of Distribution at

Knowledge Leaders Capital

June 2010 - December 2022

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Founder and CEO at

Bonefish Advisor Strategies

November 2008 - September 2010

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Managing Director & Head of Financial Advisor Distribution at

TIAA

March 2005 - August 2008

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Director, Advisor Sales at

Tiaa Cref

October 2001 - March 2005

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Director, Advisor Resources Sales at

[Archived]

May 1999 - October 2001

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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

mail

******@monetagroup.com

Colleagues

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Cfp Tasha Borglum

Partner and Family CFO

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Cfp Peter Schick

Chairman of the Board

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Kimberly Mueller Cpa

Chief Operating Officer - DSP Team at Moneta

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Eric Kittner

CEO & Chairman of the Board

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Kara Harmon

Partner and Family CFO

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Aoifinn Devitt

Chair of Investment Committee and Chief Global Market Strategist (Non-exec)

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Kelli Jones Cpa Cfp

Family CFO and CPA/CFP®

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Bethany Wilkinson

Chief Talent Officer

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Deb Dubin

Chief Philanthropy Officer

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