Alan Phillips

Financial Professional

Role
Financial Professional at Prudential Financial
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alan Phillips

As a Financial Professional, I help individuals, couples and families grow their assets…

Experience

  1. Financial Professional

    Prudential Financial

    Mar 2021 — Present · Plano, TX, US

    Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs. Develops customized ideas and solutions for each client. Specializes in helping clients meet their protection needs through a variety of insurance products.

Education

  • San José State University

    Bachelor's degree

Skills

  • Event Management
  • Crisis Communications
  • Integrated Marketing
  • New Media
  • Television
  • Marketing
  • Event Planning
  • Broadcast
  • Social Media Marketing
  • Blogging
  • Public Relations
  • Media Relations
  • Social Media
  • Press Releases
  • Digital Media
  • Strategic Communications
  • Sponsorship
  • Account Management
  • Copywriting
  • Journalism
  • Product Launch

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Alan Phillips — Financial Professional at Prudential Financial in Dallas-Fort Worth, TX, US | Unifers