Paul Proctor

Background

About Paul Proctor

My career is defined by a commitment to continuous learning, process improvement, and leveraging new technologies to solve complex business challenges. Currently, I lead financial reporting operations at DHK Financial Advisors, a boutique investment firm managing over $1.5 billion in assets for a diverse clientele, including charitable organizations, educational institutions, and high-net-worth individuals. At DHK, I spearheaded the firm’s transition from legacy MS Access-based reporting to the Addepar platform—a leading-edge FinTech solution for investment reporting and portfolio management. This initiative streamlined reporting workflows, enhanced transparency, and enabled tailored reporting for multiple asset classes, including private equity and real estate. My hands-on management of the implementation process, combined with my leadership of teams and development of client-focused procedures, has consistently delivered high-quality, customized reporting for our clients. Beyond my work at DHK, I am the founder of ProFocus Marketing, a digital marketing agency specializing in business brokers and franchise consultants, where I leverage automation and analytics to drive client growth.