Karen Paul, CPA

Karen Paul, CPA

Staff Accountant

Burlington, VT

Karen joined McSoley McCoy & Co. in January 2016 after a successful career as the owner of a money management business, Paul Financial Services, Inc. She brings over 20 years of experience in financial analysis, client services and development, and financial planning in the asset management industry.

Education

  • AB, Bachelor of Arts in Economics and Political Science, Mount Holyoke College
  • MPA, Masters of Public Administration, University of Vermont

Certifications

  • Certified Public Accountant (CPA), licensed in the State of Vermont
  • Certified Financial Planner (CFP)

Professional Affiliations

  • Member, Vermont Society of Certified Public Accountants
  • City Councilor, Burlington City Council
  • Board Member, City of Burlington, Board of Finance
  • Governance Committee Member, Vermont Special Olympics
  • Advisory Board Member, Emerge Vermont
  • Board Member, Vermont Pension Investment Committee
  • Columnist, Rutland Herald and Time Argus
  • Immediate Past Board Member, Lund Family Center
  • Member, CFP Board of Standards
  • Member, Financial Planning Association
News


9.2.2011

PCAOB

McSoley McCoy & Co. passed the Public Company Accounting Oversight Board (PCAOB) review with no letters of comments...

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