Paul’s entire career has been financial projections and data study from underwriting to TPA Administration to actuarial work. He started his career in retirement over eight years ago and has enjoyed every milestone along the way. Paul works closely with our analysts to create flexible, sustainable, and predictable retirement plans for Plan Sponsors. He provides training and assists in developing processes, procedures, and policies for our in-house actuarial team.
Paul is most passionate about working on special projects that require his unique and advanced plan design knowledge. His goal for himself and Trinity is to increase efficiencies and “to just make everyone’s work easier and faster.”