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Phil Walker

Vice President Retirement Strategies @HighTechLending, Inc

Visalia, CA, US
EMAILS
p••••••@hightechlending.com
MOBILE NUMBERS
+15•••••••33

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WORK HISTORY

Oct 2023 — Present

Vice President Retirement Strategies @HighTechLending, Inc

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Irvine, CA, US

SKILLS

B2b Marketing StrategyInvestment StrategiesFinancial TrainingWebinar DevelopmentAsset ManagementCreditInsuranceCorporate Referral RelationshipsStrategic PlanningMortgage BankingSeries 7Financial PlanningMortgage LendingPortfolio ManagementLoansBuilding, Recruiting, and Managing a National Direct Sales ForceFinancial ServicesSecurities LendingFinancial AdvisoryWebinarsSales ManagementRetirement PlanningBusiness StrategyInvestmentsLeadershipBusiness DevelopmentLoan OriginationSeniorsDirect Sales Strategies and Affinity RelationshipsSecuritiesPublic SpeakingEstate PlanningBankingRetirementStrategic Financial PlanningMarketingResidential MortgagesReverse MortgagesWebinar ManagementMarketing Strategy

ABOUT PHIL WALKER

Latest article: http://tiny.cc/12favzLead Author: Whitepaper “To Reduce the Risk of Retirement Portfolio Exhaustion:Include Home Equity as a Non-Correlated Asset in the Portfolio” - The Journal of Financial Planning of \"The Boomer Effect\" white paper and article published FA Magazine June 2015 http://tinyurl.com/pcanoyv Registered researcher with ResearchGate speaker for FPA Annual Conference and regional FPA eventsFormer Vice President - Financial Advisor Programs at Urban Financial of AmericaFormer National Sales ManagerFirst Horizon Home Loans, Reverse Mortgage DivisionFormer Senior Vice President, NS Funding Inc.Former President Paramount MortgageFormer Board Member - Visalia Education FoundationFormer Board Member - Arts Consortium, Tulare CountyFormer Committee Member - Gov\'t Affairs Committee, Visalia Chamber of CommerceSpecialties: Financial Planning, Retirement Risk reduction, Reverse Mortgages, Direct Sales Force Recruitment and Management, Securities Based Lending, Capital Strategies, Business Development, Finance Strategies, Investment Strategy

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