Phil Winkel
Vice President, Director of Practice Management and Professional Development at D.A. Davidson Companies
- Role
- Vice President, Director of Practice Management and Professional Development at D.A. Davidson Companies
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Phil Winkel
Energetic professional with more than 25 years experience in the financial services and…
Experience
Vice President, Director of Practice Management and Professional Development
Apr 2019 — Present · Seattle, WA, US
Education
Seattle University
MBA, Finance & Marketing
1989 — 1991
University of Washington
BA, Economics
1980 — 1985
Skills
- Securities
- Life Insurance
- Retirement Strategies
- Series 7
- Portfolio Management
- Asset Allocation
- Mutual Funds
- 401k
- Wealth Management
- Retirement
- Investment Strategies
- Alternative Investments
- Investments
- Finra
- Asset Management
- Fixed Annuities
- Financial Services
- Series 63
- Marketing
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