Greg Phillips

Greg Phillips Email and Phone Number

(Retired) Director, Projects and Technology at American Funds @
Greg Phillips's Location
Atlanta, Georgia, United States, United States
Greg Phillips's Contact Details

Greg Phillips work email

Greg Phillips personal email

n/a
About Greg Phillips

Senior executive with 35 years experience in Financial Services with expertise in Information Technology, Software Development, Business Strategy, Program Management, Vendor Management and Project Execution. In June 2018, retired from Capital Group (American Funds). Recently launched WorkFlowRetirement.com a website and Community focused on helping anyone nearing retirement through sharing my expertise and experience. I would like to leverage my business expertise by helping others via consulting engagements, advisory/board memberships, mentoring business executives, or developing business strategies for start-up's or established organizations.

Greg Phillips's Current Company Details
WorkFlowRetirement, LLC

Workflowretirement, Llc

(Retired) Director, Projects and Technology at American Funds
Greg Phillips Work Experience Details
  • Workflowretirement, Llc
    Founder
    Workflowretirement, Llc Jul 2018 - Present
    Atlanta, Ga
    Founder of WorkFlowRetirement.com which captures my journey or “flow” from working to retirement. My mission is to provide guidance for anyone nearing retirement through sharing my expertise and experience while building a Community of like minded people.Visit workflowretirement.com to see my story and join our Community. Have a retirement question? Please ask, I will respond as soon as I can. You can also follow us on Twitter (https://twitter.com/WFRetirement). Let's #RetireHappy!
  • Capital Group | American Funds
    Director, Projects And Technology
    Capital Group | American Funds Jan 2015 - Jun 2018
    Irvine, Ca
    Led the Project Office and Technology Support Group for American Funds Service business. Responsible for execution of business transformation initiatives, program/project delivery, project governance, IT budgeting, and technology support functions (help desk, system access and system support). Also responsible for the key vendor relationships for American Funds Transfer Agency, Trustee and Retirement businesses.
  • American Funds
    Director, Senior Program Manager
    American Funds Sep 2012 - Dec 2014
    Led a multi-year business and technology transformation program for American Funds Retirement business. Responsible for program management, governance and successful delivery of all initiatives including business case realization. Also, managed the Program Management Office for the American Funds Retirement and Trustee business.
  • American Funds
    Director, Senior Program Manager
    American Funds Jan 2010 - Aug 2012
    Led a multi-year service and technology transformation for American Funds Transfer Agency business to improve adoption of self-service channels and deliver a proactive service experience. The program included the creation of a customer servicing strategy, the definition of key initiatives/business capabilities, governance model and program management and delivery. Ensured all initiatives were delivered successfully and business benefits were achieved.
  • American Funds
    Director, Application Development And Architecture
    American Funds Sep 2005 - Dec 2009
    Managed application development and delivery for all customer servicing, business intelligence and reporting systems for American Funds Transfer Agency business. Led the American Funds application architecture team and created a technology strategy team supporting the Sales, Marketing and Transfer Agency application portfolio.
  • Invesco Retirement
    Chief Information Officer
    Invesco Retirement Jun 2002 - Aug 2005
    Managed the Information Technology division that provided new product development, third party system integration, system enhancements for retirement services applications, and the management of all network/computer operations for multiple locations.
  • Northern Trust Retirement Consulting
    Chief Technology Officer
    Northern Trust Retirement Consulting Dec 1988 - May 2002
    Managed the Information Technology division that provided new product development, system enhancements for retirement services applications, and the management of all network/computer operations for the Atlanta and Seattle offices. Developed the overall technology strategy for the organization focusing on the deployment of existing technologies and the research and development of future technologies.

Greg Phillips Skills

Vendor Management Sdlc Strategic Planning Business Analysis It Management It Strategy Business Intelligence Enterprise Architecture Business Process Improvement Program Management Business Strategy Software Development Pmo Management Strategy Portfolio Management Integration Mutual Funds Financial Services Risk Management

Greg Phillips Education Details

Frequently Asked Questions about Greg Phillips

What company does Greg Phillips work for?

Greg Phillips works for Workflowretirement, Llc

What is Greg Phillips's role at the current company?

Greg Phillips's current role is (Retired) Director, Projects and Technology at American Funds.

What is Greg Phillips's email address?

Greg Phillips's email address is gr****@****ail.com

What schools did Greg Phillips attend?

Greg Phillips attended Georgia State University.

What skills is Greg Phillips known for?

Greg Phillips has skills like Vendor Management, Sdlc, Strategic Planning, Business Analysis, It Management, It Strategy, Business Intelligence, Enterprise Architecture, Business Process Improvement, Program Management, Business Strategy, Software Development.

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