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Alexander Phillips Location
Philadelphia, PA, US
Alexander Phillips Work
2016 -now Managing Director - Capital Markets @
2006 -2016 Investment Banking - Director @
Alexander Phillips Education
Bucknell University
BSBA (Accounting)
1999-2003
Alexander Phillips Skills
Investment Banking
401k
Retirement Plan Consulting
Financial Advisory
Asset
Direct Sales
403b
Defined Benefit
Plan Design
401a
Financial Services
Registered Investment Advisor
Retirement Planning
Series 7
403 b
Business Planning
ERISA
Series 6
Investments
Mutual Funds
Sales Operations
New Business Development
Pensions
Fixed Annuities
Strategic Financial Planning
Uniform Combined State Law
Recruiting
Alternative Investments
Sales
Series 65
Asset Managment
Series 63
Strategy
Relationship Management
Asset Allocation
Retirement
Employee Benefits
Securities
Profit Sharing
Wealth Management
Alexander Phillips Summary
Alexander Phillips, based in Philadelphia, PA, US, is currently a Managing Director - Capital Markets at PNC. Alexander Phillips brings experience from previous roles at KBW. Alexander Phillips holds a 1999 - 2003 BSBA in Accounting @ Bucknell University. With a robust skill set that includes Investment Banking, 401k, Retirement Plan Consulting, Financial Advisory, Asset and more. Alexander Phillips has 2 emails and 2 mobile phone numbers on RocketReach.
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