Matthew Phillips Email & Phone Number
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Matthew Phillips Location
- New York, NY, US
Matthew Phillips Work
- CEO @ (November 2017 - Present)
- Chief Executive Officer @ (November 2017 - Present)
- Manager of Plan Compliance and Enrolled Actuary @ (May 1998 - November 2017)
- Retirement Plan Consultant @ (November 1995 - April 1998)
Matthew Phillips Education
- University of Michigan
Bachelor of Science (Mathematics)
1991-1995
Matthew Phillips Skills
- 401k
- Employee Benefits
- Financial Analysis
- Financial Planning
- Insurance
- Investments
- Microsoft Excel
- Mutual Funds
- New Business Development
- Pensions
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
Matthew Phillips Summary
- Matthew Phillips, based in New York, NY, US, is currently a CEO at United Benefit Pensions Inc. Matthew Phillips brings experience from previous roles at United Benefit Pensions Inc. and Schloss & Co.. Matthew Phillips holds a 1991 - 1995 Bachelor of Science in Mathematics @ University of Michigan. With a robust skill set that includes 401k, Employee Benefits, Financial Analysis, Financial Planning, Insurance and more. Matthew Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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