Paul Chong
Senior Vice President - Wealth Distribution at TruStage | Bridgewater, New Jersey, United States
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Paul Chong serves as the Senior Vice President of Wealth Distribution at TruStage, where he plays a pivotal role in shaping and executing the company's growth strategy across its Retirement, Annuities, and Wealth Management sectors. With a distinguished career in the financial services industry, Paul has built an impressive reputation for his ability to lead complex Profit and Loss (P&L) operations, particularly in the realms of Annuity and Retirement products. His extensive expertise spans all segments of the retirement marketplace, allowing him to identify opportunities for innovation and growth.
At TruStage, Paul is currently spearheading key projects aimed at enhancing the company's market presence and driving sustainable growth. His strategic vision encompasses the development of robust investment advisory services and the optimization of 401(k) offerings, ensuring that clients receive tailored solutions that meet their evolving financial needs. Paul’s adeptness in navigating mergers and acquisitions within the financial landscape further positions him as a strategic leader capable of leveraging synergies to enhance product offerings.
In addition to his operational acumen, Paul is well-versed in the intricacies of mutual funds and defined benefit plans, which enables him to craft comprehensive strategies that resonate with both institutional and individual investors. His leadership is characterized by a commitment to excellence and a focus on fostering a culture of innovation within his teams. With licenses such as Series 24 and Series 7, Paul combines regulatory knowledge with practical experience, making him a trusted authority in wealth management. As he continues to drive TruStage’s mission forward, Paul remains dedicated to delivering exceptional value to clients and stakeholders alike, solidifying his position as a key influencer in the financial services sector.
Senior Vice President - Wealth Distribution at TruStage in March 2021 to Present
Senior Vice President - Channel Management Retirement Solutions at CUNA Mutual Group in January 2019 to March 2021
Senior Vice President, Retirement Plan Services at CUNA Mutual Group in January 2013 to March 2021
Head of 401(k) and Institutional Consulting at UBS in January 2011 to August 2012
Managing Member at RBP of Florida LLC in July 2004 to December 2010
EVP Prudential Retirement at Prudential Financial in September 2001 to June 2004
President, Corporate Markets at CitiStreet in January 1992 to January 2001
Various Marketing & Sales Positions at Travelers Life & Annuity in January 1988 to January 1992
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Product Management
Investment Advisory
Investments
401k
Financial Services
Retirement
Retirement Planning
Wealth Management
Mergers
Marketing
P&L Management
Mutual Funds
Asset Allocation
Project Management
Management
Series 24
Series 7
Series 63
Financial Modeling
Separately Managed Accounts
FINRA
Securities
Series 6
Defined Benefit
Sales
Defined Contribution
Fixed Annuities
Strategic Planning
Insurance
SDLC
Business Strategy
CMBS
Asset Managment
Pensions
Mergers & Acquisitions
Strategy
ERISA
Asset Management
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Discover more about TruStageWhat is Paul Chong email address?
Email Paul Chong at [email protected]. This email is the most updated Paul Chong email found in 2026.
What is Paul Chong phone number?
Paul Chong phone number is +19085960432 and +12012206079.
How to contact Paul Chong?
To contact Paul Chong send an email to [email protected]. If you want to call Paul Chong try calling on +19085960432 and +12012206079.
What is Paul Chong net worth?
Paul Chong has an estimated net worth of $750,000 to $999,999
What company does Paul Chong work for?
Paul Chong works for TruStage
What is Paul Chong's role at TruStage?
Paul Chong is Senior Vice President - Wealth Distribution
What industry does Paul Chong work in?
Paul Chong works in the Financial Services industry.
Paul Chong Email Addresses
Paul Chong Phone Numbers
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