Paul Fernandez

Client Service Associate

Paul Fernandez, CRPS®, as the Client Service Associate, is responsible for trading, preparing, and submitting IRA distributions and assisting our clients with the full range of administrative requirements and requests. He also serves as the liaison between our clients and the institutional custodians and assists in other operational duties.

Paul previously worked as an Operations Analyst with Citigroup, Inc. Global Transactions Services. He joined Investor Solutions in 2009.

Paul graduated from the University of Miami with a Bachelor’s Degree in Finance. He is also a former member of the 13th Army National Guard Band where he played the trombone for six years.