Paul Phan Email & Phone Number
Sales Director @ Prime Pensions, Inc.
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Paul Phan Location
- Washington, DC, US
Paul Phan Work
- Sales Director @ (April 2026 - Present)
- Director of Institutional Sales @ (June 2025 - April 2026)
- Regional Sales Director @ (May 2021 - May 2025)
- 401(k) Sales Director @ (December 2014 - May 2021)
- 401(k) Business Development @ (December 2013 - December 2014)
- 401(k) Business Development @ (August 2011 - November 2013)
- Investment Advisor @ Phan Financial Capital Management (January 2010 - August 2011)
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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