529 Conf: Stable Value Product Update & Discussion

Paul Curley is Director of Savings Research at ISS Market Intelligence, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.

Jim is part of the Institutional Stable Value Product team at Prudential Retirement. In his role, Jim leads a team responsible for executing new business transactions, maintaining the in-force book of business, and the development and implementation of new products. Prior to this role, Jim led the Stable Value Strategy and Planning team, where he was responsible for strategic initiatives as well as financial and operational planning efforts. Jim earned a B.A. in English from Seton Hall University and an M.B.A. with a concentration in finance from Rutgers University. Jim is also a CFA charterholder.