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David E Phillips is listed as Project Manager (Retired) based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for David E Phillips.
David E Phillips previously worked as Migration Project Manager at Transamerica and Implementation Project Manager at Mercer. David E Phillips holds Bachelor Of Arts - Ba from Assumption University.
A results-oriented Project Manager with over 20 years experience in the Defined Contribution Implementation field. Strongly skilled in: Project Management, Managing Sensitive Clients, Team Leadership, Time Management, Facilitation and Presentation, Financial and Data Reconciliation, Problem-solving, and Adaptability.Extensive knowledge of highly technical plan conversion activities for institutional market Qualified and Non-Qualified Retirement Plans, Mergers and Acquisitions, New Business Plan Conversions, Recordkeeping Migrations, Internal Consolidations and Spin-offs, Plan Enhancement Projects and Plan Deconversions.
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Inverness, Fl / Norwood, Ma
Project team leader responsible for managing the overall migration process of institutional market plans from Mercer’s prior recordkeeping systems to Transamerica recordkeeping systems during a 2 year project window.
Inverness, Fl / Norwood, Ma
Project leader responsible for managing the overall implementation of institutional market Qualified and Non-Qualified Retirement Plan New Business Conversions, Mergers and Acquisitions, Internal Consolidations and Spinoffs, Plan Enhancement Projects and Plan Deconversions.
Inverness, Fl / Norwood, Ma
Senior project analyst responsible for managing the overall implementation of institutional market Qualified and Non-Qualified Retirement Plan, Mergers and Acquisitions, and Internal Plan Consolidations and Spinoffs.
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David E Phillips is listed as Project Manager (Retired).
David E Phillips is based in Greater Boston, United States.
David E Phillips has worked for Transamerica, Mercer, Putnam Investments, Boston Financial Data Services, Now Part Of Dst Systems, and Pfpc.
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David E Phillips holds Bachelor Of Arts - Ba from Assumption University.
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