2016 -
2023 Senior Managing Director - Head of Global Financial Institutions @ Manulife and John Hancock Investment Management
2013 -
2016 Managing Director and Head of Retail Distribution for the Americas @
2012 -
2013 Senior Vice President, Director of National Accounts @
2010 -
2011 Director of National Sales @
1995 -
2010 Managing Director @
Phil Casparius Education
Northeastern University - Lake School of Journalism 1988
International Institute for Management Development (IMD) -- Lausanne, Switzerland 2016null
Wharton School of Business at the University of Pennsylvania 1997null
Phil Casparius Skills
Mutual Funds
Investments
Series 63
Asset Management
Series 7
Consultative Selling
Wealth Management
Separately Managed Accounts
Managed Accounts
New Business Development
Sales Management
Team Building
Team Leadership
Closed-end Funds
Relationship Management
Sales Presentations
Sales & Marketing Leadership
Public Speaking
Public Relations
Asset Managment
ETFs
Retirement Planning
Asset Allocation
Financial Services
Series 24
Investment Management
Alternative Investments
FINRA
Securities
Investment Strategies
Equities
Investment Advisory
Leadership
Selling
Financial Advisory
Csg
Consulting
Rias
Overseeing
Arrangements
Sales
Community
Net
Feature Articles
England
Finance
Investor Relations
Institutional Sales
Serving
Executive Positions
Road
Dealer Networks
Sales and Marketing
Legal
Offerings
Incident Command
Third Party
Boys
Direct Mail
Magazine Articles
Management
Revenue
Short
Funding
Cultivating
Results Driven Professional
Institutional
Broadcast
Boston
Westport
Execution
Distribution Strategies
Seminars
Press Releases
Pios
Messaging
Foundation
Arena Simulation Software
Brochures
Business Services
Strategy
Branding
Sold
Strategies
National Accounts
Training
Financial Institutions
News
Image
Investment Companies
Product Development
Internal Marketing
Print
Concepts
Fixed Income
C
RFP
Retail
Closed End Funds
Fidelity
Client Services
Communication
Business Development
Open Architecture
Negotiation
Strategic Planning
Lake Homes
Marketing
Array
Investment Advisory Services
Sales and Marketing Leadership
Value Propositions
Contractual Agreements
Managed Money
Strategic Communications
Bar
Separately Managed
Offshore Funds
Brokers
Money Management
Presentations
Media
Responsibility
Council
Diamonds
Distribution
Executive Management
Collaborating
Portfolio
Private Clients
Feet
Interfaces
New York
Subsidiaries
Continuing Education
Business Planning
High Net Worth Individuals
Rate
Agents
Unit Investment Trusts
Journalism
Platforms
Direct Mail Programs
Budgets
Business Strategy
IFRS
Retirement
Farms
North American
Americas
Dealers
Phil Casparius Summary
Phil Casparius, based in New York, NY, US, is currently a Managing Director at ECP (Energy Capital Partners). Phil Casparius brings experience from previous roles at Manulife and John Hancock Investment Management, UBS Asset Management, Fred Alger Management and Fidelity Investments. Phil Casparius holds a Northeastern University - Lake School of Journalism. With a robust skill set that includes Mutual Funds, Investments, Series 63, Asset Management, Series 7 and more. Phil Casparius has 3 emails and 1 mobile phone numbers on RocketReach.
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