What departments does Paragon Planners have?

Paragon Planners has employees across 4 departments including Entrepreneurship, Business Development, Customer Success, Administrative.

What is the largest department at Paragon Planners?

The largest department at Paragon Planners is Entrepreneurship with 1 employees.

Where are Paragon Planners employees located globally?

Paragon Planners has employees across 2 continents and 2 countries including Pakistan, United States Of America.

How has Paragon Planners's team size changed over time?

Paragon Planners's team has grown from approximately 81 to 82 employees based on available data.

Paragon Planners Employee Directory

Financial ServicesOregon, United States51-200 Employees

Paragon Planners operates in the financial services sector, specializing in territory management support for professionals in both wholesale and retail finance. The firm concentrates on scheduling, territory analysis, marketing, administrative support, expense processing, and event planning and execution, aiming to add a high level of service and a dedicated contact point to client teams. Its target market comprises financial industry professionals seeking to strengthen client relationships through enhanced operational support and a “white glove” service approach. Based in the Portland metropolitan area in Oregon, the company has been building a team since 2002, emphasizing recruiters who commit to going above and beyond to help clients reach their goals. A recent development noted in industry coverage is the ongoing conversations around linked tools and platforms affecting the broader digital presence landscape, with Paragon Planners’ focus remaining on delivering structured support services for territory and marketing activities.

Paragon Planners Global Highlights

North America
150

United States Of America
150

Asia
1

Pakistan
1

Paragon Planners's Leadership

D. S. G.
Owner
Mobile Phone
Email
L. S.
Account Director, Business Development
Mobile Phone
Email
C. C.
Principal
Mobile Phone
Email
M. S. M.
Client Services
Mobile Phone
Email
A. H.
Administrative Assistant
Mobile Phone
Email
K. S.
Reginonal Scheduler
Mobile Phone
Email
K. C.
External Scheduler
Mobile Phone
Email
K. D. L.
Scheduler
Mobile Phone
Email

Paragon Planners Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Finance
Accounting
Other

Contact profiles from Paragon Planners

Name

Title

Contact Info

Location

Last Update

D. S. G.
Owner
Mobile Phone
Email
Oct 18, 2024
L. S.
Account Director, Business Development
Mobile Phone
Email
Jul 22, 2024
C. C.
Principal
Mobile Phone
Email
Oct 21, 2024
M. S. M.
Client Services
Mobile Phone
Email
Apr 15, 2026
A. H.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024
K. S.
Reginonal Scheduler
Mobile Phone
Email
Apr 24, 2025
K. C.
External Scheduler
Mobile Phone
Email
Oct 23, 2024
K. D. L.
Scheduler
Mobile Phone
Email
Oct 10, 2023

Frequently Asked Questions

What is Paragon Planners known for?

Paragon Planners was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-635-****

. Explore Paragon Planners's company overview page for more information.

What is Paragon Planners's most common email format?

Paragon Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paragon Planners email formats with LeadIQ.

How many employees does Paragon Planners have currently?

Paragon Planners has approximately 124 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Paragon Planners's key employees and leadership?

As of July 2026, Paragon Planners's key employees include:

Owner: D. S. G.
Account Director, Business Development: L. S.
Principal: C. C.
Client Services: M. S. M.
Administrative Assistant: A. H.

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Paragon Planners Employee Directory

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