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Cfp Paul Phelan
Cfp Paul Phelan
Advisor | AssuredPartners
Rockville, Maryland, United States
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.
Cfp Paul Phelan
Work Experience
Advisor at
World Investment Advisors (formerly Pensionmark)
September 2020 - Present
Senior Vice President Sales - Total Rewards at
AssuredPartners
September 2003 - Present
Advisor at
LPL Financial
November 2011 - August 2020
Practice Leader and Principal | Employee and Executive Benefits at
Early, Cassidy & Schilling, Inc.
September 2003 - April 2020
Cfp Paul Phelan
Education
Bowling Green State University, Bachelors
January 1997 - January 1998
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
***********@neacelukens.com
***********@assuredpartners.com
***********@pensionmark.com
********@ecsinsure.com
Colleagues
Agency President, Sales Leader
Vice President of Property & Casualty
Senior Vice President, Enterprise Analytics
President
VP/Energy
Senior Vice President of Sales
Chief Legal Officer & Executive Vice President
Regional Chief Financial Officer
Agency President
Executive Vice President & Chief Acquisition Officer