2017 -
2019 SVP, Head of Customer Experience and Advice @
2012 -
2017 President, Personal Retirement Services @
2006 -
2012 President and CEO, Transamerica Retirement Management @
2022 -
2024 President, Workplace Solutions at Transamerica @
2001 -
2006 President, Transamerica Capital, Inc. @
1997 -
2001 Chief Marketing Officer, Transamerica Capital, Inc. @
1996 -
1997 VP, Transamerica Capital, Inc. @
1992 -
1995 Attorney @ Clure, Eaton, Butler
Phil Eckman Education
Mitchell Hamline School of Law 1989
-
1992
Gustavus Adolphus College
BA (Accounting)
1984
-
1988
Duluth East 1981
-
1984
Phil Eckman Skills
Retirement
Retirement Planning
401k
Investments
Mutual Funds
Alternative Investments
Wealth Management
Retirement Plan Consulting
Fixed Annuities
Asset Allocation
Investment Advisory
Series 63
IRAs
Securities
Series 7
Strategic Planning
Financial Services
Program Management
Retirement Plan
Marketing Strategy
Business Development
Customer Service
Business Strategy
Management
Phil Eckman Summary
Phil Eckman, based in Saint Paul, MN, US, is currently a Advisory Board Member at Zingly.ai. Phil Eckman brings experience from previous roles at Transamerica. Phil Eckman holds a 1989 - 1992 Mitchell Hamline School of Law. With a robust skill set that includes Retirement, Retirement Planning, 401k, Investments, Mutual Funds and more. Phil Eckman has 1 mobile phone numbers on RocketReach.
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