Senior Vice President - Wealth Distribution and Advisor Experience @ TruStage formerly CUNA Mutual Group (January 2021 - January 2025)
Senior Vice President - Channel Management Retirement Solutions @ (January 2019 - January 2021)
Senior Vice President, Retirement Plan Services @ (January 2013 - January 2021)
Head of 401(k) and Institutional Consulting @ (January 2011 - January 2013)
Managing Member @ RBP of Florida LLC (January 2004 - January 2010)
EVP Prudential Retirement @ (January 2001 - January 2004)
Paul Chong Education
Boston University
BA (Broadcasting & Film)
Paul Chong Skills
Product Management
Investment Advisory
Investments
401k
Financial Services
Retirement
Retirement Planning
Wealth Management
Mergers
Marketing
P&L Management
Mutual Funds
Asset Allocation
Project Management
Management
Series 24
Series 7
Series 63
Financial Modeling
Separately Managed Accounts
FINRA
Securities
Series 6
Defined Benefit
Sales
Defined Contribution
Fixed Annuities
Strategic Planning
Insurance
SDLC
Business Strategy
CMBS
Asset Managment
Pensions
Mergers & Acquisitions
Strategy
ERISA
Asset Management
403(b) Plans
457 Plans
Acquisition Integration
Annuities Sales Management
Board Development
Board of Directors
Broker Dealer Management
Business Formation
Coaching & Mentoring
Diversity & Inclusion
Fiduciary Management
Government Relations
IT Outsourcing
Intermediary Sales Management
Non-Qualified Deferred Compensation
Operational Efficiency
Operations Outsourcing
Outsourcing Management
Partner Relationship Management
Pension Risk Transfer
Performance Management
Platform Consolidation
Retirement Business Expertise
Sales Management
Stable Value Investments
Strategic Planning & Execution
Talent Development & Coaching
Team Building
Retirement Services
Services
Relationship Management
Consulting
Business Analysis
Microsoft Excel
Call Centers
Mergers and Acquisitions
Paul Chong Summary
Paul Chong, based in Bridgewater, NJ, US, is currently a EVP, Chief Operating Officer at SinglepointAI Inc.. Paul Chong brings experience from previous roles at TruStage formerly CUNA Mutual Group, CUNA Mutual Group and UBS. Paul Chong holds a BA in Broadcasting & Film @ Boston University. With a robust skill set that includes Product Management, Investment Advisory, Investments, 401k, Financial Services and more. Paul Chong has 5 emails and 4 mobile phone numbers on RocketReach.
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