Rob Phillips Email & Phone Number

Head of Retirement, Consultant Relations and Taft-Hartley and Defined Contribution @ BNY

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Rob Phillips Location

Venetia, PA, US

Rob Phillips Work

2023 - now Head of Retirement, Consultant Relations and Taft-Hartley and Defined Contribution @ BNY
2010 - now Advisory Board Member @ DVSport, Inc.
2017 - 2023 Head of Investment Management Consultant Relations, North America @ BNY

2009 - 2017 Senior Vice President, DCIO Consultant Relations @ BNY
2006 - 2009 Vice President, DCIO Consultant Relations @ BNY
1998 - 2006 Vice President, Investment Consultant @ BNY
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1995 - 1998 Assistant Vice President @ BNY
1995 - 1995 Business Analyst @ Mellon Financial Corporation
1991 - 1994 Officer @ PNC

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Rob Phillips Education

Carnegie Mellon University
Masters (Finance)
1995 - 1998
University of Pittsburgh
BS (Math & Economics)
1985 - 1989
Bethel Park High School
1983 - 1985

Rob Phillips Skills

Mutual Funds
Series 7
Series 63

Series 6
DCIO
Institutional Asset Management
Sub-Advisory
Series 3
Asset Managment
Investment Management

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Rob Phillips Summary

Rob Phillips, based in Venetia, PA, US, is currently a Head of Retirement, Consultant Relations and Taft-Hartley and Defined Contribution at BNY Mellon. Rob Phillips brings experience from previous roles at DVSport, Inc. and BNY Mellon. Rob Phillips holds a 1995 - 1998 Masters in Finance @ Carnegie Mellon University. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Series 6, DCIO and more. Rob Phillips has 4 emails and 2 mobile phone numbers on RocketReach.

Rob Phillips Emails

Found 4 emails

Rob Phillips Phone Numbers

Found 3 phone numbers

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