Phil Eldredge Email & Phone Number
Succession Strategies Consultant @ Libra Racing
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Phil Eldredge Location
- Saint Paul, MN, US
Phil Eldredge Work
- 2022 -now Succession Strategies Consultant @
- 2016 -2022 Program Manager, National Joint Field Work @ Thrivent Financial
- 2010 -2016 Business Development Consultant @ Thrivent Financial
- 2009 -2010 Director, Training Implementation @
- 2003 -2009 Director, Advice Wholesaling @
- 2000 -2003 Director, MGA Sales @
- 1990 -2000 Director, Sales Desk @ Fortis Financial Group
Phil Eldredge Education
- Saint Mary's University of Minnesota
BA (Marketing/Management)
1983-1986
Phil Eldredge Skills
- Mutual Funds
- Fixed Annuities
- Series 7
- Retirement
- Retirement Planning
- 401k
- Series 6
- Series 63
- Wealth Management
- Uniform Combined State Law
- Series 24
- IRAs
- Financial Advisory
- Asset Allocation
- Investments
- Life & Health Insurance Licenses
- Portfolio Management
- Financial Planners
- Training
- Long-term Care
- Investment Strategies
- Term Life Insurance
- Investment Advisory
- FINRA
- Strategic Financial Planning
- Life Insurance
- Variable Annuities
- Estate Planning
- Retirement Savings
- Leadership
- Disability Insurance
- Financial Services
- Securities
- 401k Rollovers
- Asset Management
- Long Term Care Insurance
- Management
- Qualified Retirement Plans
- Financial Planning
- Business Development
- Long Term Care
- Life And Health Insurance Licenses
Phil Eldredge Summary
- Phil Eldredge, based in Saint Paul, MN, US, is currently a Succession Strategies Consultant at THRIVENT FINANCIAL FOR. Phil Eldredge brings experience from previous roles at Thrivent Financial and Thrivent Financial For Lutherans. Phil Eldredge holds a 1983 - 1986 BA in Marketing/Management @ Saint Mary's University of Minnesota. With a robust skill set that includes Mutual Funds, Fixed Annuities, Series 7, Retirement, Retirement Planning and more. Phil Eldredge has 1 mobile phone numbers on RocketReach.
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