Phil Holstein Email & Phone Number
Co-founder and Principal
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Phil Holstein Location
- Jamesville, NY, US
Phil Holstein Work
- 2014 -now Co-founder and Principal @ Mountaintop Capital LLC
- 2011 -now Managing Director and Co-owner @
- 2010 -2011 Managing Director and Senior Vice President, Annuities @
- 2006 -2010 President and Chief Executive Officer @ Securitas Financial Life Insurance Company
- 2005 -2005 Principal @ Consultant
- 2004 -2005 Chief Operating Officer @ Sentinel Funds
- 2001 -2002 Senior Vice President and Managing Director, Financial Institutions Division @
- 1999 -2000 Executive Director Distribution and Senior Vice President @
- 1996 -1999 President @ Lincoln Life & Annuity Company of NY
- 1981 -1996 President @ The Holstein Company
- 1979 -1981 Presidential Management Fellow @ U.S. Government
Phil Holstein Education
- Syracuse University
MPA (Public Administration)
1977-1979 - Syracuse University College of Law
JD (Law)
1976-1979 - Hampshire College
BA (Social Science)
1972-1976 - Phillips Exeter Academy
(Prep School)
1969-1972
Phil Holstein Skills
- Strategic Planning
- Leadership
- Insurance
- Entrepreneurship
- New Business Development
- Investments
- Marketing
- Innovation
- Business Transformation
- Distribution Strategies
- Leadership Development
- Start-ups
- Management Consulting
- Fixed Annuities
- Management
- Mutual Funds
- Financial Services
- Retirement
- Product Development
- Investment Advisory
- Project Management
- Budgets
- Personal Financial Planning
- International Project Management
- Strategy
- Sales
- Start Ups
- Microsoft Office
- Acquisitions
Phil Holstein Summary
- Phil Holstein, based in Jamesville, NY, US, is currently a Co-founder and Principal at Mountaintop Capital LLC. Phil Holstein brings experience from previous roles at financialfootprint, American Enterprise Group, Securitas Financial Life Insurance Company and Consultant. Phil Holstein holds a 1977 - 1979 MPA in Public Administration @ Syracuse University. With a robust skill set that includes Strategic Planning, Leadership, Insurance, Entrepreneurship, New Business Development and more. Phil Holstein has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Phil Holstein
Phil Holstein
Co-founder and Principal
Jamesville, NY, US
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Vice President of Sales
Dublin, OH, US
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