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 @
- 2010 -now Advisory Board Member @
- 2017 -2023 Head of Investment Management Consultant Relations, North America @
- 2009 -2017 Senior Vice President, DCIO Consultant Relations @
- 2006 -2009 Vice President, DCIO Consultant Relations @
- 1998 -2006 Vice President, Investment Consultant @
- 1995 -1998 Assistant Vice President @
- 1995 -1995 Business Analyst @ Mellon Financial Corporation
- 1991 -1994 Officer @
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
- Institutional Investments
- Employee Benefits
- Portfolio Management
- Wealth Management
- Asset Allocation
- Alternative Investments
- FINRA
- DCID
- Fixed Income
- Investments
- 401k
- Securities
- Financial Services
- Defined Contribution
- Pensions
- Customer Service
- Equities
- 401k Retirement Savings Plans
- Research
- Advisory
- Asset Management
- Sub Advisory
- Business Strategy
- Securities Regulation
- Trading
- Business Analysis
- 401 Retirement Savings Plans
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.
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