Paul Chong in

Paul Chong

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EVP, Chief Operating Officer at SinglepointAI Inc.
📍 Bridgewater, New Jersey, United States

Paul Chong is the EVP and Chief Operating Officer at SinglepointAI Inc., leveraging extensive experience from senior roles at TruStage and UBS. An expert in retirement services, wealth management, and strategic growth, he is focused on driving innovation through data automation. He holds a BA from Boston University.

Growing up in New Jersey as the youngest of six with an immigrant father from Peru, Pauls supportive family environment shaped his perspective. He is passionate about financial inclusion and helping hard-working Americans achieve their retirement aspirations, a value instilled by his familys resilience and optimism.

At age 40, Paul left the financial services industry to become an entrepreneur in the food service business before returning to his true passion.

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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

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Paul cares about

Financial Inclusion
He has spoken about the importance of serving unbanked and underbanked populations, particularly through credit unions, to ensure everyone has access to a brighter financial future.
Retirement Tech
His current role at SinglepointAI focuses on delivering an "intelligent data automation layer" to innovate and standardize data delivery within the retirement services sector.
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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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Education
BA
Boston University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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