Paul Curley, CFA, joined ISS Market Intelligence (which acquired Strategic Insight which acquired Financial Research Corporation) as a research analyst in 2008 and currently oversees 529 and ABLE market data, research, events and digital products and services for institutional clients, including the 529 Conference. He is the primary contact for proprietary data aggregation and analysis of 529 plans and ABLE accounts, and authors weekly, quarterly and annual business intelligence publications on the college financial planning and ABLE market. He is also the Editor-in-Chief of the 529 Dash e-newsletter and the 529 Insiders website for financial advisers, institutions and the media; the website also provides marketing services for program managers. Within the role, he presents educational seminars and conferences to financial industry experts on 529 plans and ABLE accounts.Author of Research Publications:- "529 Distribution Analysis 2022" (December)- "529 Industry Analysis 2022" (May)- "529 Distribution Analysis 2021" - "529 Industry Analysis 2021" - "529 Distribution Analysis 2020" - "529 Industry Analysis 2020" - "529 Distribution Analysis 2019" - "529 Industry Analysis 2019" - "529 Distribution Analysis 2018" - "529 Industry Analysis 2018" - "529 Distribution Analysis 2017" - "529 Industry Analysis 2017" - "529 Distribution Analysis 2016"- "529 Industry Analysis 2016" - "529 Distribution Analysis 2015 - "529 Industry Analysis 2015" - "529 Distribution Analysis 2014" - "529 Industry Analysis 2014"- "529 Advisor Study, 2013"- "529 College Savings Industry Analysis, 2013" - "529 Financial Advisor Support, Selection & Distribution Preferences" (December 2012)- "529 Industry Analysis" (May 2012)- "529 Advisor Perspectives" (September 2011)- "529 Plans & Distribution Analysis" Study (May 2011)Awards:- 2020 Subject Matter Expert of the Year- 2012 Strategic Insight Pioneer

The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE accounts and college financial planning.Please Read, Engage and Share: http://www.529conference.com/subscribe.aspx

- BSAS Education Committee Member; 2012-2013- BSAS Membership Committee Member and Leader, 2011-2012- BSAS Fixed Income Committee Member, 2006-2008

I served Loomis, Sayles & Company, L.P. as a fixed-income operations analyst for retail mutual funds, institutional and retirement products.

I prepared and analyzed monthly, quarterly and annual corporate financial reports. Additionally, I worked with auditors in support of GAAP financial statements and tracked fund expenses.

• At the time, the firm name was Investor's Bank & Trust. Since then, the firm was acquired by State Street.• Process the NAV calculation for several global bond and equity mutual funds • Monitor and verify fund accounting transactions such as corporate actions, security lending, mark to market, capital wires, trade settlement, and distribution rates • Coordinated financial transactions from trading floor onto company general ledger