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Penny Phillips Location
New York, NY, US
Penny Phillips Work
2026 -now Managing Director @
2021 -2026 President and Co-Founder @
2018 -2026 Founder @
2021 -2022 Founder @
2019 -2021 Board Member, Macaulay Honors College Foundation Board @
2016 -2017 Director of Practice Management @
2015 -2015 Vice President, Strategic Consulting @
2010 -2015 Corporate Vice President, Practice Management Division @
Penny Phillips Education
Macaulay Honors College at The City University of New York
B.B.A., B.A. (Corporate Finance, Economics)
The London School of Economics and Political Science (LSE)
B.B.A. (Finance)
Penny Phillips Skills
Mutual Funds
Sales
Marketing
Networking
Fixed Annuities
Business Planning
Sales Management
CRM
Investment Advisory
Microsoft Excel
Sales Presentations
Financial Advisory
Wealth Management
Program Management
Social Media Marketing
Finance
Retirement
Investments
Client Relationship Building
Communication
Connecting People
Practice Management
Retirement Planning
Financial Services
Annuities
Insurance
Series 7
Management
Series 63
Securities Regulation
Trading
Penny Phillips Summary
Penny Phillips, based in New York, NY, US, is currently a Managing Director at Hightower Signature Wealth. Penny Phillips brings experience from previous roles at Journey Strategic Wealth, Thrivos Consulting LLC, The Study Group and Macaulay Honors College at The City University of New York. Penny Phillips holds a B.B.A., B.A. in Corporate Finance, Economics @ Macaulay Honors College at The City University of New York. With a robust skill set that includes Mutual Funds, Sales, Marketing, Networking, Fixed Annuities and more. Penny Phillips has 1 emails and 2 mobile phone numbers on RocketReach.
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