Paul Chong

Paul Chong Email and Phone Number

Senior Vice President, Wealth Distribution at TruStage @ SinglepointAI Inc.
Bridgewater, NJ, US
Paul Chong's Location
Bridgewater, New Jersey, United States, United States
Paul Chong's Contact Details
About Paul Chong

A proven senior leader in the financial services industry with an excellent reputation and a track record of success in leading Annuity, Retirement and Wealth Management P&L's. Extensive background in all segments of the retirement marketplace with an ability to create and execute successful remediation and growth strategies. A change agent who creates high functioning teams and inclusive cultures by utilizing strong collaborative and communication skills.Representatives are registered through CUNA Brokerage Services, Inc. (CBSI). CBSI is a limited business broker/dealer (member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. These entities do not provide advisory services or brokerage services to retail clients.Some items and links provided on this page may be from third parties not affiliated with the professional or SBSI. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its staff.

Paul Chong's Current Company Details
SinglepointAI Inc.

Singlepointai Inc.

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Senior Vice President, Wealth Distribution at TruStage
Bridgewater, NJ, US
Paul Chong Work Experience Details
  • Singlepointai Inc.
    Singlepointai Inc.
    Bridgewater, Nj, Us
    View
  • Trustage
    Senior Vice President - Wealth Distribution
    Trustage Mar 2021 - Present
    Madison, Wisconsin, United States
    Responsible for defining and executing Trustage's (formerly Cuna Mutual) growth strategy across its Retirement, Annuities and Wealth Management businesses.
    View
  • Cuna Mutual Group
    Senior Vice President - Channel Management Retirement Solutions
    Cuna Mutual Group Jan 2019 - Mar 2021
    Madison, Wisconsin Area
    Responsible for leading the Retirement and Annuities business at Cuna Mutual Group
    View
  • Cuna Mutual Group
    Senior Vice President, Retirement Plan Services
    Cuna Mutual Group Jan 2013 - Mar 2021
    Madison, Wisconsin Area
    P&L Owner for CUNA Mutual Group's Retirement & Executive Benefits Business
    View
  • Ubs
    Head Of 401(K) And Institutional Consulting
    Ubs Jan 2011 - Aug 2012
    Responsible for Corporate Retirement Plans and Institutional Consulting for UBS Wealth Management Americas Group
    View
  • Rbp Of Florida Llc
    Managing Member
    Rbp Of Florida Llc Jul 2004 - Dec 2010
    RBP of Florida owns the exclusive franchising rights in Florida, for RedBrick Pizza, a new national gourmet fast casual pizza concept with over 80 cafe's across multiple states. RBP of Florida owns its own cafe's and has franchised cafe's across the state.
  • Prudential Financial
    Evp Prudential Retirement
    Prudential Financial Sep 2001 - Jun 2004
    Responsible for DC P&L's, sales, marketing/communication, strategy, product management, investment consulting, relationship management/client service, call centers, rollover retention, new business/transition, plan technical services and project management. Transition manager for Cigna Retirement Services acquisition.
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  • Citistreet
    President, Corporate Markets
    Citistreet 1992 - 2001
    The Copeland Companies- VP ERISA Plans/Healthcare 11/92 -9/95, VP National Sales Director - Corporate Market Groups 9/95 - 4/97 Senior Vice President Chief Marketing Officer - Corporate Market Groups 4/97 - 7/98 President Corporate Markets Group 7/98 -9/01
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  • Travelers Life & Annuity
    Various Marketing & Sales Positions
    Travelers Life & Annuity 1988 - 1992
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Paul Chong Skills

Retirement Retirement Planning Strategy 401k Mutual Funds Mergers And Acquisitions Erisa Pensions Management Product Management Marketing Investments Financial Services Sales Project Management Series 7 Series 63 Wealth Management Asset Allocation Strategic Planning Asset Management Investment Advisory Financial Modeling Mergers Securities Series 6 Insurance P&l Management Series 24 Separately Managed Accounts Finra Defined Benefit Defined Contribution Fixed Annuities Sdlc Business Strategy Cmbs Asset Managment

Paul Chong Education Details

Frequently Asked Questions about Paul Chong

What company does Paul Chong work for?

Paul Chong works for Singlepointai Inc.

What is Paul Chong's role at the current company?

Paul Chong's current role is Senior Vice President, Wealth Distribution at TruStage.

What is Paul Chong's email address?

Paul Chong's email address is pa****@****ual.com

What is Paul Chong's direct phone number?

Paul Chong's direct phone number is +190842*****

What schools did Paul Chong attend?

Paul Chong attended Boston University.

What skills is Paul Chong known for?

Paul Chong has skills like Retirement, Retirement Planning, Strategy, 401k, Mutual Funds, Mergers And Acquisitions, Erisa, Pensions, Management, Product Management, Marketing, Investments.

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