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Paul Temple, CIMA

Senior Vice President, National Retirement Sales Director

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  • BS from Rider University

As the National Sales Director Paul oversees the sales and advisor support activities for a team of 12 Senior Retirement Consultants. Paul ensures that his team provides expert technical support that translates to actionable and practical strategies for advisors, relationship managers and consultants. He also directly helps manage client relationships with OppenheimerFunds’ Defined Contribution Investment Only partners.

Prior to joining OppenheimerFunds in 2000, Paul held executive positions at Merrill Lynch Group Employee Services and at Prudential Retirement. He graduated from Rider University with a B.S. in Business Administration. He is Series 7, 24, and 63 licensed.

 

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  • BS from Rider University
  • 27 YRS

    Industry

  • 17 YRS

    Oppenheimer

Insights

Defined Contribution

When Did You Last Scrutinize Your Target Date Funds?

Senior Vice President, National Retirement Sales Director

Understanding TDF investments means that fiduciaries need to examine them more closely.

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