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Trent D. Davis,
President and Chief Executive Officer
Trent Davis has been with Paulson Investment Company, Inc. (Paulson) since 1991, and
has served as the Company’s President and CEO since 2005. Prior to being
appointed as President and CEO, Mr. Davis served as Senior Vice President of
Paulson’s Syndicate Department. He began his career in the Company’s
Operations Department and quickly rose through the ranks of the
organization. Mr. Davis is credited with bolstering the firm’s Syndicate
Department, overseeing the syndication of public
offerings. Mr. Davis served as a board member and Chairman of the
National Investment Banking Association. Mr. Davis holds a B.S. in Business
and Economics from Linfield College, and has earned a Master’s Degree in
Business Administration from the University of Portland. FINRA Licenses
include: Series 7, 24 & 63.
Karen Johannes, Chief Financial Officer
Karen Johannes possesses many years' experience in the areas of
accounting and finance, and has authored numerous articles on business
valuation for the newsletter Insights, which was published by her former
employer, Willamette Management. Ms. Johannes served as Paulson's Senior
Vice President of Accounting for three years prior to her promotion
to Chief Financial Officer in March 2006. Ms. Johannes graduated from Oregon
State University with a B.S. in Business Administration, and has earned a
Master’s Degree in Business Administration from the University of
Washington. Ms. Johannes is also a Certified Public Accountant (inactive). FINRA
Licenses include: Series 27.
Isaac W. Jameson,
Chief Compliance Officer
Prior to his appointment to Chief Compliance Officer in January 2007, Mr.
Jameson served as Director of Operations at Paulson since July 2005 and as
the firm’s Assistant Vice President of Compliance for the preceding five
years. Mr. Jameson is charged with the responsibility of reviewing and
monitoring the Company’s systems and procedures, as well as conducting
inspections of Paulson’s branch offices. His areas of expertise include
Restricted Securities, SEC Section 13&16 Reporting and Regulatory
Compliance.
Mr. Jameson graduated from Clackamas Community College with an Associates
Degree in General Studies, and he currently holds the Oregon Life and Health
Insurance License. FINRA Licenses include: Series 4, 7, 24, 28, 53, 63 & 65.
Lorraine Maxfield, Senior Vice President of Corporate Finance
Lorraine Maxfield has been with Paulson
since 1972. She currently serves as Senior Vice President of Corporate Finance and previously served as Senior Vice President of Research. Ms. Maxfield worked as a junior high school teacher for seven years before joining Paulson, teaching classes in English Literature and Grammar, Speech, and Drama. Ms. Maxfield attended the University of Oregon where she earned a B.A. in English and a M.A. in English Education, and later returned to the University of Oregon to earn her Master’s Degree in Business Administration. Ms. Maxfield is also a Chartered Financial Analyst (CFA). FINRA Licenses include: Series 7, 24 & 63.
Chris Schreiber,
Senior Vice President of National Sales
Chris Schreiber has been with Paulson since 2002. In 2006, he was
promoted to Senior Vice President of National Sales and continues to manage Paulson’s Manhattan branch office. In his current
position, Mr. Schreiber supervises the Company’s national retail sales and
recruiting. Mr. Schreiber earned a Bachelor of Arts degree in Political
Science from Johns Hopkins University. While at Johns Hopkins, Mr. Schreiber
was a member of two National Championship Lacrosse teams and the recipient
of the 1986 Johns Hopkins Turnbell-Reynolds award given for leadership and
sportsmanship. FINRA Licenses include: Series 7, 24 & 63.
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