Jeff Phillips Email & Phone Number

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 career progression and roles include:Vice President and Corporate Officer – Strategy and Business Development (2014–Present)Vice President – Strategy and Business Development (2011–2014)Director, Strategy and Business Development (2007–2011)As my role and responsibilities grew, I became accountable for long-range strategy, operating model concept, strategy planning and execution, market assessment, product development, strategy implementation, mergers and acquisitions, market and business analysis, and overall operating model concept.I collaborated with the CEO, CFO, and executive business leaders on corporate strategy and product development, revenue and production, mergers and acquisitions, and strategic implementation initiatives and critical growth priorities.Highlights include:★ Led cross-functional team in concept development of a differentiated and innovative retirement income service with projected 2023 release.★ Developed strategy for relaunch of annuity product that reached $25M in sales.★ Facilitated executive leadership sessions focused on driving advisor growth and productivity.★ Drove continuous year-over-year incremental sales, financial, and client acquisition growth.★ Designed new employee field structure following H&R Block Financial Advisors acquisition.★ Accelerated employee office productivity and profitability.★ Evaluated digital asset products, demand drivers, and competitor responses for ever-evolving digital asset market. ★ Co-led diligence efforts for private asset provider with an integration plan and post-integration growth strategy for company with $8B+ in AUM.

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 leadership, growth strategy, client engagement, organizational design and effectiveness, mergers and acquisitions, and due diligence. In leading growth strategy for multiple client engagements, I developed a five-year growth strategy for a $500M education service provider and analyzed market dynamics and growth options for a $1B consumer goods raw materials supplier.Other highlights include:★ Led 12-member global, cross-functional team in redesigning the internal sales processes of a $27B automotive parts supplier, identifying $7.1MM in annual savings. ★ Designed new operating model for Gulf of Mexico division of a $280B major oil and gas producer. ★Created analytical methodology to restructure the air operations division for a $30B logistic services company. Performed detailed “span-and-layers” analysis of 375 management employees, identifying $12MM in savings

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 rotation program.

Bachelor Of Science - Bs, Management

Distinguished graduate

Master Of Business Administration - Mba, Corporate Strategy And International Business

Activities and Societies: Co-authored published book (with Professor C.K. Prahalad), The Fortune at the Bottom of the Pyramid