Phil Collier
Vice President, Product Partner Relations @ Raymond James | Leadership, Relationship Management, Analytical Skills
- Role
- Vice President, Product Partner Relations at Raymond James
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Phil Collier
As Vice President of Product Partner Relations at Raymond James, I bring over fifteen years of progressive experience in financial services, focusing on investment solutions and fostering relationships with investors and investment product partners. Leveraging my FINRA Series 7 and Series 66 certifications, I contribute to delivering innovative investment products to support financial advisor and client success. My expertise lies in leadership, analytical skills, and building strong partnerships to empower financial strategies and wealth management solutions. I am committed to driving meaningful collaborations that align with organizational goals and ensure client-centric outcomes.
Experience
Vice President, Product Partner Relations
Jan 2024 — Present · St. Petersburg, FL, US
Education
University of South Florida
Bachelor of Science, Finance
2009
Skills
- Investments
- Asset Management
- Management
- Team Building
- Investment Advisory
- Stocks
- Microsoft Office
- Sales
- Closed-End Funds
- Fixed Income
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Financial Analysis
- Due Diligence
- Wealth Management
- Financial Markets
- Wealth Management Services
- Investment Management
- Etfs
- Relationship Management
- Sales&Marketing
- Social Networking
- Retirement Planning
- Bloomberg
- Portfolio Management
- Finance
- Research
- Retirement
- Strategic Financial Planning
- Securities
- Public Speaking
- Analysis
- Capital Markets
- Series 7
- Financial Services
- Leadership
- Retail Banking
- Investment Strategies
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