Bill Phillips Email & Phone Number
Director of Advisor Consulting and Senior Portfolio Specialist @ Ocean Park Asset Management
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Bill Phillips Location
- South Haven, MI, US
Bill Phillips Work
- 2024 -now Director of Advisor Consulting and Senior Portfolio Specialist @
- 2017 -2024 Senior Portfolio Specialist and Regional Sales Director @
- 2015 -2017 Regional Sales Director @
- 2007 -2015 Regional Vice President @
- 2005 -2007 Regional Vice President @
- 2005 -2005 Vice President - Business Development Consultant @
- 2002 -2005 Regional Director @
- 2001 -2002 Senior Internal Wholesaler @
- 1999 -2001 Financial Advisor @
Bill Phillips Education
- University of Tampa 1990-1992
- Mercer University 1985-1987
Bill Phillips Skills
- Retirement Planning
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Series 7
- Investments
- Retirement
- 401k
- Wealth Management
- Business Analysis
- Public Speaking
- JavaScript
- Investment Management
- Sales
- Project Management
- Microsoft Excel
- Customer Service
- PowerPoint
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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