Paul Swanson, CFA, CPA

Examiner
DISC Type : cs

SVP, Sales and Business Development at SinglepointAI Inc.

West Chester, Pennsylvania, United States

Overview

Paul is a sales and business development executive specializing in the financial and retirement technology sectors. As SVP at SinglepointAI, he leads the go-to-market strategy for AI-driven automation solutions. He holds CFA, CPA, and CIMA® designations and earned his Masters from Widener University.

He was instrumental in the launch of SinglepointAI, a firm dedicated to automating long-standing complexities within the retirement plan industry.

Personality Overview

Unexpressive

Tough To Convince

Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

AI in Retirement
He is leading the charge at SinglepointAI to transform the 401(k) and retirement industry through automation and artificial intelligence, as seen in his recent conference panels.
Go-to-Market Execution
He specializes in GTM execution, client acquisition, and driving revenue growth, which is his primary focus in his current role overseeing SinglepointAI's growth strategy.
Strategic Partnerships
A core part of his strategy involves building key industry relationships, highlighted by the recent platform integration and partnership with PensionPro to accelerate 401(k) plan onboarding.

Media Appearances

Paul has no verified media appearances

Work History

4-2025
SVP, Sales and Business Development at SinglepointAI Inc.
7-2014 - 7-2024
Vice President, Head of Distribution at TruStage
2-2012 - 7-2014
Managing Director - Head of U.S. Asset Management Distribution at SEI
4-2006 - 10-2010
Head of Intermediary Sales, Defined Contribution at Lincoln Financial Group
3-2002 - 6-2004
SVP, National Sales Director at Prudential Financial

Education

Bachelor of Science from West Chester University of Pennsylvania
Master of Science from Widener University

More Information

Social Presence :

Prographics :

Exp : 19 Location : West Chester, Pennsylvania, United States Job Level : Leadership Designation : SVP, Sales and Business Development at SinglepointAI Inc.
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Paul

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Paul take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Paul

Personality Compatibility


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