Paul Phan Location
Washington, DC, US
Paul Phan Work
- 2026 - now Sales Director @ Prime Pensions, Inc.
- 2025 - 2026 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 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 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 Prime Pensions, Inc. Employees
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Mark Maselli
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David Strom
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Portland, OR, US25 -
Jason Strand
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Tim Mathews
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Winter Park, FL, US21 -
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Paul Phan
Sales Director at Prime Pensions, Inc.
Washington, DC, US35+ -
Kyle Hogan
Managing Director at Prime Pensions, Inc.
Florham Park, NJ, US22 -
Larry Heller
Senior Consultant at Prime Pensions, Inc.
Fair Lawn, NJ, US25+ -
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Bettyann Fiore
Controller at Prime Pensions, Inc.
Florham Park, NJ, US22 -
Kyle Friedman
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