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CUNA Hires Paul Swanson, Promotes Chris Phillips

CUNA Mutual Retirement Solutions has hired Paul Swanson as vice president of intermediary sales and institutional relationship management. This position consolidates areas formerly led by Micah DiSalvo and Bill Feldmaier, both of whom resigned earlier this year. Swanson comes to this position after most recently being managing director of the intermediary-sold DCIO and sub-advisory markets for SEI Investments, and will report to Senior Vice President Paul Chong.

CUNA has also promoted Chris Phillips to the position of director of institutional sales. Phillips will report to Swanson.

For more on CUNA’s value-adds for advisors, visit their NAPA Firm Partner page.


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