Directory

>

Cfp Paul Phelan

avatar

Cfp Paul Phelan

Advisor | AssuredPartners

Rockville, Maryland, United States

View contact details (it's free)

Cfp Paul Phelan

Summary

Cfp Paul Phelan is a seasoned professional specializing in corporate retirement planning and employee benefits, currently serving as Senior Vice President of Sales - Total Rewards at AssuredPartners. With a robust background in insurance and financial consulting, he has dedicated his career to optimizing the Total Cost of Risk for businesses and non-profits. His expertise encompasses a wide range of areas, including 401(k) plans, employee benefits administration, and strategic business continuity planning. Paul has a proven track record of working closely with executive teams to design tailored solutions that address both regulatory challenges and organizational culture. He is known for his collaborative approach and ability to provide actionable insights that enhance employee welfare packages. A graduate of Bowling Green State University with a degree in Business Administration, he also studied Marketing at the University of Dayton. Outside of his professional commitments, Paul is passionate about public speaking and sharing knowledge in his field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Cfp Paul Phelan

Work Experience

company logo

Advisor at

World Investment Advisors (formerly Pensionmark)

September 2020 - Present

company logo

Senior Vice President Sales - Total Rewards at

AssuredPartners

September 2003 - Present

company logo

Advisor at

LPL Financial

November 2011 - August 2020

company logo

Practice Leader and Principal | Employee and Executive Benefits at

Early, Cassidy & Schilling, Inc.

September 2003 - April 2020

Logos provided by Logo.dev

Cfp Paul Phelan

Education

Bowling Green State University, Bachelors

January 1997 - January 1998

University of Dayton

January 1994 - January 1996

Frequently Asked Questions about Cfp Paul Phelan

What is Cfp Paul Phelan email address?

Cfp Paul Phelan's primary email address is ***********@neacelukens.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Paul Phelan work for?

Cfp Paul Phelan is a Advisor at AssuredPartners, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.

Where Cfp Paul Phelan graduated from?

Cfp Paul Phelan holds a degree in Business Administration from Bowling Green State University.

How can I directly contact Cfp Paul Phelan?

To contact Cfp Paul Phelan directly, you can use the email address ***********@neacelukens.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Paul Phelan?

Cfp Paul Phelan is a seasoned professional specializing in corporate retirement planning and employee benefits, currently serving as Senior Vice President of Sales - Total Rewards at AssuredPartners. With a robust background in insurance and financial consulting, he has dedicated his career to optimizing the Total Cost of Risk for businesses and non-profits. His expertise encompasses a wide range of areas, including 401(k) plans, employee benefits administration, and strategic business continuity planning. Paul has a proven track record of working closely with executive teams to design tailored solutions that address both regulatory challenges and organizational culture. He is known for his collaborative approach and ability to provide actionable insights that enhance employee welfare packages. A graduate of Bowling Green State University with a degree in Business Administration, he also studied Marketing at the University of Dayton. Outside of his professional commitments, Paul is passionate about public speaking and sharing knowledge in his field.

Cfp`s contact details

mail

***********@neacelukens.com

***********@assuredpartners.com

***********@pensionmark.com

********@ecsinsure.com

Colleagues

avatar
Scott Aukes

Agency President, Sales Leader

avatar
Noël Perkins Arm

Vice President of Property & Casualty

avatar
Scott Mayer

Senior Vice President, Enterprise Analytics

avatar
Sean Smith

President

avatar
Patrick Workman

Senior Vice President of Sales

avatar
Stan Kinnett

Chief Legal Officer & Executive Vice President

Stephanie Barrett

Regional Chief Financial Officer

Paul Beckmann

Agency President

avatar
Paul Vredenburg

Executive Vice President & Chief Acquisition Officer

View Contact details (it's free)
Request Profile Removal