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Philip Callahan Location
Chicago, IL, US
Philip Callahan Work
Senior Managing Director - Head of Distribution and Marketing @ (July 2018 - Present)
Executive Vice President, Head of Distribution and Marketing @ (June 2014 - July 2018)
National Sales Manager - Retirement Services Group @ (January 2011 - March 2014)
Managing Director - Defined Contribution Group @ (May 2010 - January 2011)
Head of Client Relations @ Singer Partners, LLC (July 2009 - December 2009)
Managing Director - National Sales Director - Intermediary Distribution @ (May 1996 - July 2008)
Vice President @ (January 1994 - January 1996)
Regional Sales Representative @ General American Pension Investments (January 1991 - January 1994)
Philip Callahan Education
Boston College
BS (Business)
Philip Callahan Skills
Retirement
Mutual Funds
Strategy
Investments
Investment Strategies
Defined Benefit
New Business Development
Asset Management
Alternative Investments
Series 7
Series 63
Insurance
Asset Allocation
Financial Services
Retirement Planning
Financial Advisory
Variable Annuities
Distribution
Sales
Project Management
Sales Management
Investment Advisory
Microsoft Excel
Marketing
Account Management
Advisory
Philip Callahan Summary
Philip Callahan, based in Chicago, IL, US, is currently a Senior Managing Director - Head of Distribution and Marketing at North Square Investments. Philip Callahan brings experience from previous roles at Oak Ridge Investments, Goldman Sachs Asset Management and Singer Partners, LLC. Philip Callahan holds a BS in Business @ Boston College. With a robust skill set that includes Retirement, Mutual Funds, Strategy, Investments, Investment Strategies and more. Philip Callahan has 3 emails and 3 mobile phone numbers on RocketReach.
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