Paul Phan Location
Washington, DC, US
Paul Phan Work
- 2025 - now Director of Institutional Sales @ Concurrent
- 2021 - 2025 Regional Sales Director @ The Retirement Advantage, Inc. (TRA)
- 2014 - 2021 401(k) Sales Director @ Mutual of Omaha
- 2013 - 2014 401(k) Business Development @ National Automobile Dealers Association (NADA)
- 2011 - 2013 401(k) Business Development @ Mutual of America
- 2010 - 2011 Investment Advisor @ Phan Financial Capital Management
Paul Phan Education
- Seton Hall University
BA (Economics)
- Keuka College
MS (Management)
Paul Phan Skills
- 401(k) Retirement Savings Plans
- Retirement Planning
- Investments
- Mutual Funds
- Iras
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Paul Phan Summary
Paul Phan, based in Washington, DC, US, is currently a Director of Institutional Sales at Concurrent. Paul Phan brings experience from previous roles at The Retirement Advantage, Inc. (TRA), Mutual of Omaha, National Automobile Dealers Association and Mutual of America. Paul Phan holds a BA in Economics @ Seton Hall University. With a robust skill set that includes 401(k) Retirement Savings Plans, Retirement Planning, Investments, Mutual Funds, Iras and more. Paul Phan has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Concurrent Employees
-
Courtney Haddad
Chief Compliance Officer at Concurrent
Tampa, FL, US35+ -
Joseph Mooney
Managing Director, Head of Business Development at Concurrent
Philadelphia, PA, US13 -
Anthony David
Managing Director and Private Wealth at Concurrent
Washington, DC, US33 -
Steve Bielke
Managing Director of Business Development at Concurrent
St. Louis, MO, US23 -
Mark Rossi
SVP of Business Development at Concurrent
San Francisco, CA, US35+ -
Jonathan Leeks
VP, Investment Analytics at Concurrent
Kansas City, MO, US12 -
Neelab N.
Vice President at Concurrent
California, United States35+ -
Tom Pistole
Vice President of Business Development at Concurrent
Prescott, AZ, US31 -
Tatiana Stratigaki
VP, Head of Office Boca Raton at Concurrent
Boca Raton, FL, US24 -
Scott Benson
Senior Vice President, Compliance at Concurrent
San Diego, CA, US21 -
Casey Bates
President and Founder at Concurrent
Boca Raton, FL, US24 -
Paul Phan
Director of Institutional Sales at Concurrent
Washington, DC, US35+ -
Cepa C. Nicholas van Horn
VP, Practice Synergies at Concurrent
Cincinnati, OH, US11 -
Robert Milligan Jr.
Founding Partner at Concurrent
Morristown, NJ, US21 -
Joe McQuaid
Chief Operating Officer at Concurrent
Mount Pleasant, SC, US25+
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