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
- Director of Advisor Consulting and Senior Portfolio Specialist @ (January 2024 - Present)
- Senior Portfolio Specialist and Regional Sales Director @ (December 2017 - January 2024)
- Regional Sales Director @ (September 2015 - December 2017)
- Regional Vice President @ (December 2007 - August 2015)
- Regional Vice President @ (December 2005 - December 2007)
- Vice President - Business Development Consultant @ (May 2005 - December 2005)
- Regional Director @ (August 2002 - May 2005)
- Senior Internal Wholesaler @ (February 2001 - August 2002)
- Financial Advisor @ (February 1999 - February 2001)
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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Top Ocean Park Asset Management Employees
Jason Buck
Managing Director
Franklin, TN, US
Colin Barber
Managing Director, Strategic Partnerships
Santa Monica, CA, US
Annalisa Donati
Chief Financial Officer
Nashville, TN, US
Bill Phillips
Director of Advisor Consulting and Senior Portfolio Specialist
South Haven, MI, US
Jeff Johnson
Regional Director (External Wholesaler)
Detroit, MI, US
James st. Aubin
Chief Investment Officer
United States
Bill Edmunds
Senior Regional Director
Tampa, FL, US
Will Farr
Regional Director
Nashville, TN, US
Marc Difilippo
Senior Regional Director
Downingtown, PA, US
Jerrod Deshaw
Director of National Accounts
Santa Monica, CA, US
Yanni Dalkos
Senior Research and Data Analyst
Long Beach, CA, US
Zach Rivard
Director, Internal Sales
Nashville, TN, US
Vanda Freesman
Chief Marketing Officer
Los Angeles, CA, US
Keaton Glover
Regional Director
Phoenix, AZ, US
Eric Schipper
Director MarTech and Data Activation
Los Angeles, CA, US
Burke Sennott
Regional Director | Ocean Park Asset Management
Chicago, IL, US
Jason Cole
Sales Operations Manager
Eugene, OR, US
Samar Farhangi
Director of Sales Enablement and Operations
Irvine, CA, US
Erik Morris
Chief Compliance Officer
Philadelphia, PA, US
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