Jeff Phillips
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Jeff Phillips Email & Phone Number

Senior Wealth Management Executive I Strategy and Operations at Ameriprise Financial
Location: Greater Minneapolis-St. Paul Area, United States, United States 3 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Wealth Management Executive I Strategy and Operations
Location
Greater Minneapolis-St. Paul Area, United States, United States
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Who is Jeff Phillips? Overview

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Jeff Phillips is listed as Senior Wealth Management Executive I Strategy and Operations at Ameriprise Financial, a company with 16534 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jeff Phillips.

Jeff Phillips previously worked as Vice President and Corporate Officer - Strategy and Business Development at Ameriprise Financial and Senior Associate, Corporate Strategy Group at Strategy&. Jeff Phillips holds Bachelor Of Science - Bs, Management from United States Air Force Academy.

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Ameriprise Financial

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Profile bio

About Jeff Phillips

As a senior growth and strategy executive, I have created corporate strategy roadmaps, developed growth initiatives and execution plans, led long-range and annual planning efforts, built collaborative teams, and garnered significant corporate and business unit strategy experience and expertise.▶ THE VALUE I BRINGOver two decades of management consulting and corporate strategy leadership. Strategy and industry experience includes Fortune 300 financial services, management consulting, corporate strategy, and military leadership.What sets me apart and makes my experience unique is my executive presence, military leadership experience as an Air Force officer, and my consistent long-term professional growth. I bring the strategic agility to facilitate the development of dominant priorities and translate them into actionable business plans and frameworks that align with organizational mission and goals as well as industry knowledge, competitive perspective, and thought leadership for creating corporate strategy and growth plans and identify impacts derived from new business opportunities.▶ SOME OF MY CAREER HIGHLIGHTS AND QUALIFICATIONS✓ Gained significant leadership perspective as a United States Air Force Captain.✓ Communicated and persuaded board-level and senior executive leaders on merger and acquisition assessments and integrations.✓ Credibility and executive presence to interact and influence C-level executives.✓ Industry knowledge, competitive perspective, and thought leadership.✓ Record of managing and retaining teams of varying sizes and skills in the execution of complex analysis and production of high-quality deliverables.★ Developed scaled acquisition that created new advisor channel with over $2B in AUM.★ Up-leveled Ameriprise market position three points.★ Developed integration plan and post-integration growth strategy multibillion-dollar company.★ Developed strategic roadmap for entry into high-growth Asian asset management market.▶ MY AREAS OF EXPERTISECorporate & Organizational Strategy ● Management Consulting & Strategy ● Business Planning & Growth Strategy ● Product Development ● Market Assessment ● Talent Development ● People Leadership ● Project Management ● Stakeholder Partnerships ● Training & Development ● Mergers & Acquisitions ● Business Development ● Value Proposition & Messaging ● Business Growth ▶ MY CONTACT INFORMATIONI invite you to connect with me here or at jphil97@yahoo.com

Current workplace

Jeff Phillips's current company

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Ameriprise Financial
Ameriprise Financial
Senior Wealth Management Executive I Strategy and Operations
minneapolis, minnesota, united states
Website
Employees
16534
AeroLeads page
3 roles · 29 years

Jeff Phillips work experience

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Vice President And Corporate Officer - Strategy And Business Development

Current

Greater Minneapolis-St. Paul Area

I was recruited to join a high-performing, high-visibility corporate strategy team to provide thought leadership in developing the strategic agenda for driving enterprise growth. During my tenure, I was promoted three times, increasing span of responsibility and influence with each promotion, leading to the highest level promotion to corporate officer. My.

Sep 2007 - Present

Senior Associate, Corporate Strategy Group

Cleveland, Ohio, United States

In this role I was the project leader of engagements that focused on growth strategy development, organizational effectiveness, and mergers and acquisition strategies for Fortune 500 companies in the consumer goods, agriculture, education services, automotive, chemical, and oil industries.My focus was on global and cross-functional team leadership, project.

2003 - 2007 ~4 yrs

Captain

Wright Patterson Air Force Base

I was commissioned as a 2nd Lieutenant and promoted to 1st Lieutenant and Captain. Honorably separated from the United States Air Force as a Captain after serving as military liaison with leading defense contractors to ensure current and next-generation Department of Defense programs were delivered on time and within budget. Hand-selected for career.

1997 - 2002 ~5 yrs
Team & coworkers

Colleagues at Ameriprise Financial

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2 education records

Jeff Phillips education

FAQ

Frequently asked questions about Jeff Phillips

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What company does Jeff Phillips work for?

Jeff Phillips works for Ameriprise Financial.

What is Jeff Phillips's role at Ameriprise Financial?

Jeff Phillips is listed as Senior Wealth Management Executive I Strategy and Operations at Ameriprise Financial.

Where is Jeff Phillips based?

Jeff Phillips is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Ameriprise Financial.

What companies has Jeff Phillips worked for?

Jeff Phillips has worked for Ameriprise Financial, Strategy&, and United States Air Force.

Who are Jeff Phillips's colleagues at Ameriprise Financial?

Jeff Phillips's colleagues at Ameriprise Financial include Thomas Daniels Crpc® Cltc, David Richburg, Deborah Counce, Jason K. Palmer, Cfp®, Crpc™, Apma™, and Vincent Byron.

How can I contact Jeff Phillips?

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What schools did Jeff Phillips attend?

Jeff Phillips holds Bachelor Of Science - Bs, Management from United States Air Force Academy.

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