Phil Kennedy Email & Phone Number
Regional Vice President @ Vestwell
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Phil Kennedy Location
- Littleton, CO, US
Phil Kennedy Work
- 2024 -now Regional Vice President @
Phil Kennedy Education
- Metropolitan State University of Denver
Bachelors (Financial Management, Finance)
Phil Kennedy Skills
- Cash Balance
- Employee Benefits Design
- 403(b) Plans
- Qualified Retirement Plans
- Retirement
- Retirement Planning
- 401k
- Mutual Funds
- 401(k) Retirement Savings Plans
- Investments
- Sales
- Financial Services
- Asset Allocation
- Series 7
- Pensions
- Finance
- Relationship Management
- Customer Service
- Series 63
- Series 6
- Retirement Plan Consulting
- Employee Benefits
- Defined Benefit
- Microsoft Excel
Phil Kennedy Summary
- Phil Kennedy, based in Littleton, CO, US, is currently a Regional Vice President at Vestwell. Phil Kennedy holds a Bachelors in Financial Management, Finance @ Metropolitan State University of Denver. With a robust skill set that includes Cash Balance, Employee Benefits Design, 403(b) Plans, Qualified Retirement Plans, Retirement and more. Phil Kennedy has 1 emails and 1 mobile phone numbers on RocketReach.
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