Paul Swanson, CFA, CPA in

Paul Swanson, CFA, CPA

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SVP, Sales and Business Development at SinglepointAI Inc.
📍 West Chester, Pennsylvania, United States

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.

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Experience
19 Years
Current Role
SVP, Sales and Business Development
Job Level
Leadership
Location
West Chester, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Paul cares 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.
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Career

Work history

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

Media appearances

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Education
Bachelor of Science
West Chester University of Pennsylvania
Master of Science
Widener University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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