Edward Phillips
Financial Services Professional
- Role
- Investment Relationship Specialist at Golden 1 Credit Union
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Edward Phillips
Quick to adapt and overcome challenges while building relationships at all levels. Known for handling high-pressure situations very well and delivered engaging presentations. Builds relationships at all levels with excellent planning, interpersonal communication, and leadership skills. Developed strong multicultural relationships as a Sales Director in Singapore and Southeast Asia. US Air Force veteran
Experience
Investment Relationship Specialist
Aug 2025 — Present · Sacramento, CA, US
Education
The University of Adelaide College
Masters of Finance
2006 — 2008
University of Delaware
Bachelor's degree, Criminal Justice
1995
Bryant University
CFP prep
Skills
- Series 63
- Fixed Annuities
- 401k
- Investments
- Financial Services
- Powerpoint
- Microsoft Excel
- Sales Presentations
- Salesforce.com
- Variable Annuities
- Performance Measurement
- Separately Managed Accounts
- Asset Allocation
- Mutual Funds
- Zephyr Style Advisor
- Financial Advisory
- Asset Management
- Equities
- Annuity Sales
- 401(K) Retirement Savings Plans
- Analytics
- Retirement Planning
- Series 7
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.