EVP, Chief Operating Officer at SinglepointAI Inc.
📍 Bridgewater, New Jersey, United States
Paul is an executive leader in the retirement and financial services industry, with extensive experience at major firms like TruStage and UBS. As EVP & COO at SinglepointAI, he focuses on driving strategic growth and operational efficiency through data automation. He holds a BA from Boston University.
He recently joined the startup SinglepointAI with a mission to standardize data delivery and implementation for the entire retirement industry.
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Experience
1 Years
Current Role
EVP, Chief Operating Officer
Job Level
Leadership
Location
Bridgewater, New Jersey, United States
Personality Overview
How Paul shows up
Long-Term Thinker
Output-Driven
Dynamic But Sincere
They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.
Priorities
Topics Paul cares about
Retirement Industry Tech
His current role at SinglepointAI is focused on delivering an intelligent data automation layer to modernize the retirement services sector.
Strategic Growth
A core theme of his career is crafting strategic frameworks and executing growth strategies for both large enterprises and startups.
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Career
Work history
9-2025
EVP, Chief Operating Officer
SinglepointAI Inc.
2021 - 2025
Senior Vice President - Wealth Distribution & Advisor Experience
TruStage formerly CUNA Mutual Group
2019 - 2021
Senior Vice President - Channel Management Retirement Solutions
CUNA Mutual Group
2013 - 2021
Senior Vice President, Retirement Plan Services
CUNA Mutual Group
2011 - 2013
Head of 401(k) and Institutional Consulting
UBS
In the press
Media appearances
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Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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