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Penny Phillips Location
New York, NY, US
Penny Phillips Work
Managing Director @ (April 2026 - Present)
President and Co-Founder @ (January 2021 - April 2026)
Founder @ (January 2018 - April 2026)
Founder @ (July 2021 - December 2022)
Board Member, Macaulay Honors College Foundation Board @ (June 2019 - July 2021)
Director of Practice Management @ (January 2016 - December 2017)
Vice President, Strategic Consulting @ (August 2015 - December 2015)
Corporate Vice President, Practice Management Division @ (May 2010 - August 2015)
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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