Lindsey Phillips Email & Phone Number
Director of Operations @ CrossPlans
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Lindsey Phillips Location
- United States
Lindsey Phillips Work
- Director of Operations @ (July 2025 - Present)
- Senior Director of Plan Administration @ (June 2024 - July 2025)
- Director of Plan Administration @ (May 2023 - June 2024)
- Director Of Administration @ Sunwest Pensions (August 2019 - October 2023)
- Analyst Manager @ Sunwest Pensions (November 2007 - August 2019)
- Senior Administrative Assistant @ (January 2003 - January 2007)
Lindsey Phillips Education
- University of Iowa
Lindsey Phillips Skills
- Defined Benefit
- 401k
- Retirement
- Pensions
- Pension Administration
- ERISA
- Defined Contribution
- Asset Allocation
- Profit Sharing
- IRAs
- Investments
- Retirement Plan Consulting
- Employee Benefits
- Retirement Planning
- Mutual Funds
Lindsey Phillips Summary
- Lindsey Phillips, based in United States, is currently a Director of Operations at CrossPlans. Lindsey Phillips brings experience from previous roles at July Business Services and Sunwest Pensions. Lindsey Phillips holds a University of Iowa. With a robust skill set that includes Defined Benefit, 401k, Retirement, Pensions, Pension Administration and more. Lindsey Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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