Phillip Benjamin Email & Phone Number

Financial Services Representative @ Fidelity Investments

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Phillip Benjamin Location

Gilroy, CA, US

Phillip Benjamin Work

Financial Services Representative @ (March 2024 - Present)
Licensed Insurance Agent @ (December 2022 - April 2024)
Licensed Insurance Agent @ (November 2021 - March 2023)
Insurance Agent @ (May 2021 - February 2022)
Insurance Agent @ (June 2012 - May 2021)
Pension Consultant @ Pacific Coastal Pension Services (August 2008 - April 2009)
Financial Adviser @ (July 2005 - June 2008)
Vice President and Financial Adviser @ (January 1999 - December 2003)

Phillip Benjamin Education

San José State University
Bachelor of Arts (Economics)
1981-1985

Phillip Benjamin Skills

401k
Account Management
Administrative Processes
Asset Allocation
Banking
Business Development
Client Relations
Communication
Customer Relationship Management (CRM)
Customer Satisfaction
Employee Benefits Design
Financial Advisory
Financial Planning
Financial Services
Insurance
Investment Management
Investment Strategies
Investments
Leadership
Relationship Management
Retirement Planning
Risk Management
Strategic Financial Planning
Wealth Management
Alternative Investments
Fiduciary
Consulting
Charities
Non Qualified
Sales
Community
Cold Calling
Net
Pacific
Finance
Treasury Management
Foreign Exchange
Families
Highly Qualified
Management
Msn
Revenue
Financial Statements
SBA
Insurance Planning
Private Banking
Funding
CRM
Commercial Lending
Contact Management
Dol
Cash Management
Coastal
Accounting
Qualifying Prospects
B2b
Face to Face
Networking
Tom Hopkins
Form 5500
Offering
Sage Act
Fundraising
Strategy
High Value
Investment Policy Statements
Strategies
New Business Development
Bank Deposits
Payroll Services
Financial Goals
Training
Economic Development
Employee Training
Ratios
Transitioning
Commercial Real Estate
Loans
Analysis
Church Events
Handling Money
Estate Planning
Direct Marketing
CPA
Lines of Credit
Pensions
Economics
Sports
Money Managers
Swaps
Modeling
Advertising Sales
Advertising
Active
Commercial Banking
Marketing
Credit
Social Influence
Sales Trainings
Data Driven Testing
Sarbanes Oxley Act
San Jose
Frontier
IBM iSeries
Media
Responsibility
Regulations
Modern Portfolio Theory
Art
Efficient
Defined Contribution
Trust
IRS
Tax
Insightful
Credentials
Software
Margin Improvement
Underwriting
High Net Worth Individuals
Qualify
Defined Benefit
Commerce
Financial Transactions
Staff Development
ERISA
Due Diligence
Tax Returns
Meetings
Delivery
Mergers and Acquisitions
Retirement
Wells Fargo
Employee Benefits
Securities

Phillip Benjamin Summary

Phillip Benjamin, based in Gilroy, CA, US, is currently a Financial Services Representative at Fidelity Investments. Phillip Benjamin brings experience from previous roles at State Farm Agent, Covered Insurance-Digital Insurance Marketplace, GEICO Local Office and AAA Northern California, Nevada & Utah. Phillip Benjamin holds a 1981 - 1985 Bachelor of Arts in Economics @ San José State University. With a robust skill set that includes 401k, Account Management, Administrative Processes, Asset Allocation, Banking and more. Phillip Benjamin has 2 emails and 4 mobile phone numbers on RocketReach.