2006 -2014 Director-Strategic Analysis and Vice President and Assistant Treasurer @
2001 -2006 Senior Accountant @
1998 -2001 Investment Accounting Supervisor @
Phil Partridge Education
University of Delaware
Bachelor Of Science (Finance)
1994-1998
Phil Partridge Skills
Financial Planning
Finance
Asset Management
Business Intelligence
Variable Compensation Planning & Administration
Mutual Funds
Forecasting
Expense Budget Management
Series 7
Series 24
Series 27 (Financial Principal)
Financial Statements
Analysis
Accounting
Financial Reporting
General Ledger
Management Accounting
Accounts Payable
Funding
Sports Coaching
Mentoring
Financial Audits
Analytical Skills
Variable Compensation
Series 27 Financial
Variable Compensation Planning And Administration
Portfolio Management
Series 27 Financial Principal
Business Analysis
Strategic Planning
Strategy
Management
Series 27
Phil Partridge Summary
Phil Partridge, based in Montpelier, VT, US, is currently a Assistant Vice President-Inforce Management at National Life Group. Phil Partridge brings experience from previous roles at Sentinel Investments and Sei. Phil Partridge holds a 1994 - 1998 Bachelor Of Science in Finance @ University of Delaware. With a robust skill set that includes Financial Planning, Finance, Asset Management, Business Intelligence, Variable Compensation Planning & Administration and more. Phil Partridge has 1 emails and 1 mobile phone numbers on RocketReach.
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