Paul is Chief Executive Officer at 55ip. Previously, he was Executive Vice President at Financial Engines, America’s largest independent investment advisor. Paul helped lead Financial Engines from a financial technology start-up to a publicly traded company. He led the institutional business with oversight of distribution strategy, sales, institutional marketing, strategic partnerships, implementation and relationship management. Paul has over 25 years of experience in advisory services, financial technology, investment management and retirement. Paul holds a BA from The College of Wooster and graduated from the Advanced Management Program at Harvard Business School.
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Current role