Bill Phillips Email & Phone Number
Director of Advisor Consulting and Senior Portfolio Specialist @ Ocean Park Asset Management
Bill Phillips Location
South Haven, MI, US
Bill Phillips Work
- 2024 - now Director of Advisor Consulting and Senior Portfolio Specialist @ Ocean Park Asset Management
- 2017 - 2024 Senior Portfolio Specialist and Regional Sales Director @ Ocean Park Asset Management
- 2015 - 2017 Regional Sales Director @ Ocean Park Asset Management
- 2007 - 2015 Regional Vice President @ New York Life Investment Management
- 2005 - 2007 Regional Vice President @ Thornburg Investment Management
- 2005 - 2005 Vice President - Business Development Consultant @ Raymond James
- 2002 - 2005 Regional Director @ Armed Forces Benefit Association
- 2001 - 2002 Senior Internal Wholesaler @ Eagle Asset Management
- 1999 - 2001 Financial Advisor @ Raymond James
Bill Phillips Education
- University of Tampa1990 - 1992
- Mercer University1985 - 1987
Bill Phillips Skills
- Retirement Planning
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Series 7
- Investments
- Retirement
- 401k
- Wealth Management
- Business Analysis
Bill Phillips Summary
Bill Phillips, based in South Haven, MI, US, is currently a Director of Advisor Consulting and Senior Portfolio Specialist at Ocean Park Asset Management. Bill Phillips brings experience from previous roles at Ocean Park Asset Management, New York Life & MainStay Investments and Thornburg Investment Management. Bill Phillips holds a 1990 - 1992 University of Tampa. With a robust skill set that includes Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Series 7 and more. Bill Phillips has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Ocean Park Asset Management Employees
-
Annalisa Donati
Chief Financial Officer at Ocean Park Asset Management
Los Angeles, CA, US24 -
Jerrod Deshaw
Director of National Accounts at Ocean Park Asset Management
Santa Monica, CA, US15+ -
24
-
Ethan Spross
Regional Director at Ocean Park Asset Management
Texas, United States2 -
Marc Difilippo
Regional Director at Ocean Park Asset Management
Downingtown, PA, US45 -
Ted Ghazal
Director, Internal Sales at Ocean Park Asset Management
Nashville, TN, US24 -
Keaton Glover
Regional Director at Ocean Park Asset Management
Phoenix, AZ, US11 -
Erik Morris
Chief Compliance Officer at Ocean Park Asset Management
Philadelphia, PA, US12 -
Matthew Wells
Regional Director at Ocean Park Asset Management
Kansas City, MO, US1
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