Paul M. Neveu, CEBS
Paul Neveu is in charge of all BPAS retirement and employee benefit business lines including Workplace Retirement Plans, Actuarial & Pension Services, Health & Welfare Plans, IRA Services, Fiduciary Services, BPAS Trust Company of Puerto Rico, and Institutional Trust Services. He oversees more than 410 employees across 14 national offices, and $120 million in annual run-rate revenues.
Throughout his career, Paul has been active in operational and trading matters. His vast experience includes daily valuation recordkeeping, mutual fund and CIT trading, NSCC issues, company stock, unitization, same day/late day trading, and share accounting. He is frequently consulted on large or complex engagements and asked to work with large-plan operational and administrative experts on finding solutions to unique challenges brought by Financial Intermediary partners and plan sponsors.
Paul came to BPAS August of 2005 from Federated Investors where he was a Vice President in the Retirement Plan Sales division. Paul served nine years as a mutual-fund wholesaler covering the north and east regions of the U.S. where he helped trust institutions build their retirement businesses through private-labeled daily valuation solutions. Before joining Federated in 1996, he spent four years as a Consultant for Coopers & Lybrand LLC.
A magna cum laude graduate from the University of New Hampshire with a Bachelor of Science degree in Business Administration, Paul also majored in Music Performance. He holds the Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans and a certificate from the Securities Industry Institute offered at the Wharton School. He also holds the Series 6, 7 and 63 securities licenses.
Paul can be reached at 866-401-5272, or at firstname.lastname@example.org.