Damon Paull, AWMA®
Wealth Management Advisor at Totus Wealth Management- Claim this Profile
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Turkish Limited working proficiency
Topline Score
Bio
Credentials
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Accredited Wealth Management Advisor (AWMA®)
College for Financial Planning -
FINRA - Series 3 - National Commodities Futures Exam (exp. 2014)
FINRA -
FINRA - Series 63 - Uniform Securities Agent State Law Exam
FINRA -
FINRA - Series 65 - Uniform Investment Adviser Law Exam
FINRA -
FINRA - Series 7 - General Securities Representative Exam
FINRA -
Texas General Lines: Agent Life, Accident, Health and HMO
Texas Department of Insurance -
DoS - Bureau of Diplomatic Security (DS) WPS I II
U.S. Department of State -
DoS - Construction Surveillance Monitor
U.S. Department of State -
Energy Innovation and Emerging Technologies
Stanford University -
Financial Security Advocate
NAIFA -
GIA - A.J.P. program
GIA (Gemological Institute of America) -
GIA - Colored Stones
GIA (Gemological Institute of America) -
GIA - Diamonds and Diamond Grading
GIA (Gemological Institute of America) -
Intensive Close Protection & Specialist Security Course
Risks Incorporated -
Investments & Wealth Institute Member
Investments & Wealth Institute -
Lean Six Sigma Green Belt
Villanova University -
Marine Corps Communications Electronics School
United States Marine Corps -
Team Leader Tactical Command Course
OpTac International, Inc.
Experience
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Totus Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Advisor
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Dec 2021 - Present
🅼🆈 🅴🆇🅿🅴🆁🆃🅸🆂🅴 🔹401(k), ESOP, Profit Sharing Plans, Cash Balance, TPA, Record-Keeping options 🔹ERISA, DOL & Fidicuary Consultant 🔹Individual Investment Portfolio 🔹Roth & IRA Investments 🔹Structured Investment Options 𝗠𝘆 𝗖𝗣𝗔 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗧𝗮𝘅 𝗧𝗲𝗮𝗺 (𝗶𝗻-𝗵𝗼𝘂𝘀𝗲): 🔹Accounting & Bookkeeping Services 🔹Business ERC Tax Credits 🔹Business Evaluations 🔹Corporate & Individual Taxes 🔹LLC, PLLC, Sub S, and C Corp Formation 𝗠𝘆 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗧𝗲𝗮𝗺 (𝗶𝗻-𝗵𝗼𝘂𝘀𝗲): 🔹Estate Planning 🔹Life Insurance & Annuity Options 🔹Long-Term & Critical Care Insurance 🔹Property & Casualty policies 𝗠𝘆 𝗘𝘀𝘁𝗮𝘁𝗲 𝗟𝗲𝗴𝗮𝗹 𝗧𝗲𝗮𝗺: 🔹Buy - Sell Business Agreements 🔹Charitable Remainder Trusts 🔹Family Limited Partnerships 🔹Key Business Partnership Agreements 🔹Wealth Protection 🔹Wills & Family Trusts 🅾🆄🆁 🅿🆁🅾🅲🅴🆂🆂 ✅ Contact me for a discovery meeting; My team is ready. ✅ As your ally, we will identify & assist you in goal selection. ✅ Analyze your unique situation, develop a customized roadmap. ✅ We will present you with custom-tailored financial recommendations. ✅ Implement & monitor your plan, adjust as needed based on progress & life events. Totality as a whole is superior to its elements. Totus Wealth Management is a different kind of wealth management firm, one focused on the totality of your financial portfolio. Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals, so we can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals and earn your confidence, so we can help you navigate the complexities of life and live the life you can imagine. Show less
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Equitable Advisors
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Financial Services
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700 & Above Employee
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Financial Professional
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Jan 2019 - Dec 2021
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Schwan's Company
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United States
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Food and Beverage Manufacturing
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700 & Above Employee
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Production Supervisor & Project Leader, Finance & Operations Management
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Jun 2015 - Jan 2019
Manager of a team of +50 team members which supplies two Houston factories. Accomplished through the promotion of values as in authentic leadership, acting as an owner, hard work, integrity, constructive dialogue, and the relentless pursuit of value-added growth. Promoted to oversee additional teams. Manager of a team of +50 team members which supplies two Houston factories. Accomplished through the promotion of values as in authentic leadership, acting as an owner, hard work, integrity, constructive dialogue, and the relentless pursuit of value-added growth. Promoted to oversee additional teams.
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General Motors
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Production Supervisor, Operations Management
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Mar 2014 - Jun 2015
Leader of a +25 team to produce Chevy engines. Knowledge and skills include: Andon Quality systems, Global Standard Inspection Process (GSIP), Global Manufacturing Systems (GMS), Takt time tracking, Standardized Work procedures, analyzing Standard Operating Sheets, Tasks Instruction Sheets, Safety Observations, Layered Audits, reading blueprints, Built-in Quality/Quality in Station, Countermeasure tracking, Manpower Flex training forecasts, lean manufacturing solutions, material inventory tracking, and problem solving Documentation & Criterion (PFMEA). Show less
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Sr Account Executive, Business Development, Finance - Energy & Derivatives
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2009 - Mar 2014
Key contributor in research, design, and development of new trading strategies, forecasting, perform trend analysis on unique products and client investment portfolios. ► Provided excellent client services in the formulation and implementation of complex trading and hedging strategies based on asset allocation, risk management tactics, and investment goals. ► Forecast technical trends and reversals, along with robust risk management of clientele investment portfolios. ► Traded interest rates, equity indexes, foreign currency exchange, crude oil – natural gas energy, agricultural products, metals, E-mini and options contracts in the CME, CBOT and NYMEX derivative marketplaces. Excellent track-record of legal and regulatory compliance. ► Prepared analytic reports based on key macroeconomics factors such as currency changes, and political instabilities. ► Coached, mentored, and trained employees on new products and sales techniques. Monitored the execution of marketing and sales campaigns to clientele. ► Developed new business opportunities with existing clients by promoting company products and services while meeting aggressive sales goals and product management. Show less
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U.S. Department of State
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United States
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International Affairs
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700 & Above Employee
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OGA - Technical Advisor
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2008 - 2010
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DynCorp - Technical Advisor, Operations Management
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2007 - 2009
► Consultant for the Department of State, the Bureau of International Narcotics and Law Enforcement Affairs (INL).
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Global Strategies Group - Technical Advisor, Security Management
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2006 - 2007
► Consultant for the Department of State, the Bureau of Diplomatic Security (DS).
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DynCorp - Technical Advisor, Operations Management
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2005 - 2007
► Consultant for the Department of State, the Bureau of Diplomatic Security (DS).
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Coastal International - Construction Security Monitor, Security Management
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2003 - 2005
► Technical security consulting services for the Department of State, the Bureau of Overseas Buildings Operations (OBO).
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Marine Security Guard
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Mar 2000 - Jun 2003
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United States Marine Corps
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United States
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Armed Forces
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700 & Above Employee
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Marine Security Guard
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Mar 2000 - Jun 2003
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2nd Battalion, 4th Marines - Communications Specialist
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Dec 1996 - Mar 2000
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Education
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Texas A&M University
Masters of Science (M.S.), Energy, Engineering -
Isenberg School of Management, UMass Amherst
Bachelor’s Degree, Bachelor of Business Administration (BBA) - Finance -
American Military University
Associate of Arts (A.A.), Accounting