Executive Vice President, National Accounts
Paul has extensive experience in strategic planning, business development, product management, and relationship building with key distribution partners in the Wirehouse, Independent, Direct and RIA channels. He comes to TPFG most recently from Lincoln Financial Network, part of the Fortune 200 Lincoln Financial Group, where he was Head of Strategic Partnerships for over nine years. At Lincoln, he directed over 75 strategic partnerships across Mutual funds, ETFs, Alternative Investments, Annuities, Retirement Plans, 529 Plans and TAMPS.
Prior to Lincoln, Paul was Head of National Accounts at Equinox Fund Management and a Director of Relationship Management at Merrill Lynch.
Paul received his Masters Degree from La Salle University and has earned his Series 7, Series 24, and Series 63 FINRA certifications.