Phil Walker Email & Phone Number
Vice President Retirement Strategies @ HighTechLending, Inc
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Phil Walker Location
- Visalia, CA, US
Phil Walker Work
- Vice President Retirement Strategies @ (October 2023 - Present)
- Vice President - Retirement Strategies @ (October 2017 - August 2023)
- Vice President - Strategic Partnerships, Retirement Strategies Division @ (October 2017 - August 2023)
- Vice President - Financial Planner Division and Business Development @ (August 2014 - October 2017)
- Vice President - Financial Advisor Programs @ Urban Financial of America (November 2013 - July 2014)
- Corporate Consultant @ Phil Walker (September 2013 - November 2013)
- Financial Advisor @ Merrill Lynch (April 2012 - June 2013)
- Financial Advisor @ Morgan Stanley Smith Barney (February 2011 - March 2012)
- Member @ Arts Consortium (January 2011 - January 2012)
- Area Sales Manager @ MetLife Home Loans (July 2008 - October 2010)
- National Sales Manager - Reverse Mortgages @ (February 2008 - September 2009)
- Member @ Downtown Rotary Club Visalia (January 1995 - January 2000)
- Member @ Downtown Rotary (January 1995 - January 2000)
- President @ Paramount Mortgage (January 1992 - January 1998)
Phil Walker Education
- Valencia High School 1978-1982
- Fullerton College
Phil Walker Skills
- Investments
- Mortgage Lending
- Business Development
- Management
- Retirement
- Residential Mortgages
- Loans
- Financial Services
- Reverse Mortgages
- Sales
- Retirement Planning
- Financial Advisory
- Credit
- Banking
- Marketing Strategy
- Securities
- Portfolio Management
- Life Insurance
- Asset Management
- Insurance
- Financial Planning
- Sales Management
- Investment Strategies
- Business Strategy
- Strategic Financial Planning
- Estate Planning
- Securities Lending
- Series 7
- Building, Recruiting, and Managing a national direct sales force
- Direct sales strategies and affinity relationships
- Corporate referral relationships
- Seniors
- Public Speaking
- Financial Training
- Webinar Development
- Webinar Management
- Webinars
- Strategic Planning
- Marketing
- B2B Marketing Strategy
- Finance
- Leadership
- Refinance
- Mortgage Banking
- Loan Origination
- Social Media
- Building
- New Business Development
- Customer Service
- Managing A National Direct Sales Force
- Recruiting
Phil Walker Summary
- Phil Walker, based in Visalia, CA, US, is currently a Vice President Retirement Strategies at HighTechLending, Inc. Phil Walker brings experience from previous roles at Finance of America Reverse LLC, American Advisors Group (AAG Reverse Mortgage) and Urban Financial of America. Phil Walker holds a 1978 - 1982 Valencia High School. With a robust skill set that includes Investments, Mortgage Lending, Business Development, Management, Retirement and more. Phil Walker has 3 emails and 1 mobile phone numbers on RocketReach.
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