Bob Phillips Location

Madison, WI, US

Bob Phillips Work

  • 2012 - 2019 Founder @ Alternative Brokerage
  • 2006 - 2018 Board of Directors and Chairman of the Board @ NAFA (National Association for Fixed Annuities)
  • 2011 - 2013 Member Board Of Directors @ IALC
  • 2006 - 2012 President, CMO of ECA Marketing @ NFP
  • 2007 - 2011 Board of Directors- NFP Life Brokerage @ NFP
  • 2003 - 2006 National Sales Director, Independent Brokerage (BGA) and NQ and Exec Benefits Divisions @ Principal Financial Group
  • 1994 - 2003 DVP and RVP and Wholesaler @ Ameritas. GE Financial and Mainstay Funds Group

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

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 and 1 mobile phone numbers on RocketReach.

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