Bob Phillips Email & Phone Number
Executive-VP of Sales and Marketing @ WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees)
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Bob Phillips Location
- Madison, WI, US
Bob Phillips Work
- 2019 -now Executive-VP of Sales and Marketing @
- 1996 -now Arbitrator @
- 2013 -2019 Board Member and Founding Principal @ USAP- US Annuity Partners
- 2012 -2019 Founder @ Alternative Brokerage
- 2006 -2018 Board of Directors and Chairman of the Board @
- 2011 -2013 Member Board Of Directors @
- 2006 -2012 President, CMO of ECA Marketing @
- 2007 -2011 Board of Directors- NFP Life Brokerage @
- 2003 -2006 National Sales Director, Independent Brokerage (BGA) and NQ and Exec Benefits Divisions @
- 1994 -2003 DVP and RVP and Wholesaler @ Ameritas. GE Financial and Mainstay Funds Group
- 1985 -1994 Stock Broker, Financial Planner, RIA @ Legg Mason, Phillips & Associates (dba Financial Planning Svcs. International)
Bob Phillips Education
- Heriot-Watt University, Edinburgh Business School 1996-2001
- Virginia Polytechnic Institute and State University
Bob Phillips Skills
- Strategic Leadership
- Strategic Planning
- Business Development
- Sales Management
- Business Planning
- Business Strategy
- Retirement Planning
- Mergers & Acquisitions
- P&L Management
- Financial Services
- Change Management
- Marketing Strategy
- Six Sigma
- Investments
- Business Process Improvement
- Public Relations
- Strategic Financial Planning
- Retirement
- Fixed Annuities
- Product Development
- Financial Planning
- Social Media Marketing
- Regulatory Compliance
- Risk Management
- Digital Marketing
- Digital Strategy
- Recruiting
- Leadership
- Cross-functional Team Leadership
- Team Building
- Presentation Skills
- Negotiation
- Strategic Partnerships
- Public Speaking
- Sales Presentations
- Distribution Strategies
- New Business Development
- Strategy Execution
- RIAs
- Channel Management
- Variable Products
- Training Seminars
- Strategic Analytics
- Social Media
- Insurance
- Budget Management
- Marketing
- Sales
- FINRA
- Securities
- Sales Operations
- Management
- Mutual Funds
- Variable Annuities
- Life Insurance
- Series 7
- Series 24
- Financial Planners
- Disability Insurance
- Real Estate
- Variable Life
- 401k
- Long Term Care Insurance
- Project Management
- Long Term Care
- Strategy
- IRAs
- Mergers and Acquisitions
- Term Life Insurance
- Distribution
- Cross Functional Team Leadership
Bob Phillips Summary
- Bob Phillips, based in Madison, WI, US, is currently a Executive-VP of Sales and Marketing at WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public Scho. Bob Phillips brings experience from previous roles at FINRA, USAP- US Annuity Partners, Alternative Brokerage and NAFA (National Association for Fixed Annuities). Bob Phillips holds a 1996 - 2001 Heriot-Watt University, Edinburgh Business School. With a robust skill set that includes Strategic Leadership, Strategic Planning, Business Development, Sales Management, Business Planning and more. Bob Phillips has 3 emails on RocketReach.
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