Jeff Phillips Email and Phone Number
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
Ameriprise Financial
View- Website:
- ameriprise.com
- Employees:
- 16534
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Vice President And Corporate Officer - Strategy And Business DevelopmentAmeriprise Financial Sep 2007 - PresentGreater Minneapolis-St. Paul AreaI 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.
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Senior Associate, Corporate Strategy GroupStrategy& 2003 - 2007Cleveland, Ohio, United StatesIn 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 -
CaptainUnited States Air Force 1997 - 2002Wright Patterson Air Force BaseI 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.
Jeff Phillips Education Details
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Management -
Corporate Strategy And International Business
Frequently Asked Questions about Jeff Phillips
What company does Jeff Phillips work for?
Jeff Phillips works for Ameriprise Financial
What is Jeff Phillips's role at the current company?
Jeff Phillips's current role is Senior Wealth Management Executive I Strategy and Operations.
What schools did Jeff Phillips attend?
Jeff Phillips attended United States Air Force Academy, University Of Michigan - Stephen M. Ross School Of Business.
Who are Jeff Phillips's colleagues?
Jeff Phillips's colleagues are Phillip Carlisle, Sathwik A, Frank R. Mcleod, Crpc, Robert Scarborough, Michael Kendall, Jason Frye, Mohammed A Khadeer.
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Jeff Phillips
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Jeff Phillips
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Jeff Phillips
Atlanta, Ga2gmail.com, mckesson.com
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