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Paul Phan Location
Washington, DC, US
Paul Phan Work
2026 -now Sales Director @
2025 -2026 Director of Institutional Sales @
2021 -2025 Regional Sales Director @
2014 -2021 401(k) Sales Director @
2013 -2014 401(k) Business Development @
2011 -2013 401(k) Business Development @
2010 -2011 Investment Advisor @ Phan Financial Capital Management
Paul Phan Education
Seton Hall University
BA (Pi Kappa Phi Fraternity)
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 Sales Director at Prime Pensions, Inc.. Paul Phan brings experience from previous roles at Concurrent, The Retirement Advantage, Inc. (TRA), Mutual of Omaha and National Automobile Dealers Association. Paul Phan holds a BA in Pi Kappa Phi Fraternity @ 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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