Paul D. Phan currently serves as the Director of Institutional Sales at Concurrent, a position held since June 2025. Prior experience includes roles as Regional Sales Director at The Retirement Advantage, Inc. from May 2021 to May 2025, and 401(k) Sales Director at Mutual of Omaha from December 2014 to May 2021. Paul also worked in 401(k) business development at the National Automobile Dealers Association and Mutual of America between December 2013 and November 2013. Beginning a career as an Investment Advisor at Phan Financial Capital Management from January 2010 to August 2011, Paul holds a BA in Economics from Seton Hall University and an MS in Management from Keuka College.
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