Paul Regard
About Paul Regard
Paul Regard serves as the Head of Strategic Initiatives at Primerica, where he has worked since 2015. He has held various leadership roles in the financial services industry, including positions at Envestnet, Pershing, and MetLife.
Current Role at Primerica
Paul Regard serves as the Head of Strategic Initiatives at Primerica. He has held this position since 2015, contributing to the company's strategic direction and initiatives in the Greater Atlanta Area. His role involves overseeing projects that have a significant impact on both the US and Canadian markets, focusing on integrating various lines of business within Primerica.
Previous Experience at Envestnet, Inc
Prior to his current role, Paul Regard worked at Envestnet, Inc as Vice President from 2000 to 2002. During his tenure in Chicago, IL, he was responsible for managing operational and technology partnerships, which laid the groundwork for his future roles in strategic initiatives.
Education and Expertise
Paul Regard earned a Bachelor’s Degree in Finance and International Business from the University of Notre Dame, where he studied from 1990 to 1993. His educational background has equipped him with a strong foundation in financial principles and international market dynamics, which he applies in his professional roles.
Career Path and Roles
Paul Regard has held various significant positions throughout his career. He worked at Pershing, a BNY Mellon company, as Director from 2008 to 2013, and at MetLife as Assistant Vice President from 2004 to 2008. His earlier roles include Director at Curian Capital and Assistant Vice President at Delaware Investments, as well as Product Manager at SEI. This diverse experience has contributed to his expertise in strategic initiatives and business integration.
Impact on Primerica's Growth
In his current position, Paul Regard has been instrumental in driving growth initiatives that integrate Primerica's Life Insurance and Investments lines of business. His strategic oversight has played a key role in enhancing the company's operational effectiveness and market presence.