Paragon Planners

Financial Services • West Linn, Oregon, United States • 101-200 Employees

Company overview

Headquarters	19672 Sun Circle, West Linn, OR 97068, US
Phone number	+18776356049
Website	paragonplanners.com
NAICS	52
SIC	738
Keywords	Appointment Setting, Executive Assistants, Client Relations, Marketing, Scheduling, Administrative Support, Event Planning, Territory Management, Expense Processing, Virtual Assitant, Wholesaler Scheduling, Event Calling, Wholesaler Scheduler
Founded	2002
Employees	101-200
Socials

Key Contacts at Paragon Planners

Cheryl Learfield

Co-Founder, Managing Director

Morgan Learfield

Director Of Employee Relations

Jennifer Matson

Training Director

David Brown

Database & It Director

Paragon Planners Email Formats

Paragon Planners uses 1 email format. The most common is {first name} (e.g., john@paragonplanners.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@paragonplanners.com	100%

About Paragon Planners

Serving Professionals in the Financial wholesale and retail industry. Paragon Planners specializes in Territory Management Support, concentrating on Scheduling, Territory Analysis, Marketing, Administrative Support, Expense Processing, Event Planning and Execution. Build stronger relationships with your clients. Create a "white glove" service level, and add one more point of contact and personality to your team. We only work with the best. Since 2002, we have assembled the best team in this industry. We continue to recruit and retain only those schedulers and marketing assistants who are committed to go above and beyond to help you reach your goals. We track our success with numbers, and the numbers speak for themselves.

Paragon Planners revenue & valuation

Annual revenue	$19,500,000
Revenue per employee	$172,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$62,400,000
Total funding	No funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Director

Employees by Department

Paragon Planners has 13 employees across 6 departments.

Departments

Number of employees

Funding Data

Paragon Planners has never raised funding before.

Frequently asked questions

Paragon Planners is located in West Linn, Oregon, US.

You can reach Paragon Planners at +18776356049.

Paragon Planners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Paragon Planners has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.