Phil Lockett

Phil Lockett Email and Phone Number

Director of Sales @ WealthFluent
Indian Trail, NC, US
Phil Lockett's Location
Monsey, New York, United States, United States
Phil Lockett's Contact Details
About Phil Lockett

Phil Lockett is a Director of Sales at WealthFluent. He possess expertise in trading, portfolio management, equities, asset management, options and 15 more skills.

Phil Lockett's Current Company Details
WealthFluent

Wealthfluent

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Director of Sales
Indian Trail, NC, US
Website:
wealthfluent.com
Employees:
10
Phil Lockett Work Experience Details
  • Wealthfluent
    Director Of Sales
    Wealthfluent
    Indian Trail, Nc, Us
    View
  • Shay Capital
    Portfolio Manager
    Shay Capital Oct 2017 - Feb 2023
  • Merus Capital Partners, Llc
    Portfolio Manager/Trader
    Merus Capital Partners, Llc Aug 2013 - Apr 2017
    Run a equity long/ short portfolio focused on special situations. I consistently deliver positive returns regardless of the directional movement in the markets.
    View
  • Pwl Capital
    President
    Pwl Capital Jul 2004 - Jul 2013
    Established a new hedge fund. Developed several successful arbitrage strategies. Traded equities, bonds, options. Also developed and managed several million dollar real estate projects across the country.
  • Millenium Capital
    Manager
    Millenium Capital Sep 2004 - Sep 2007
    Ran a 20mm portfolio for a major Hedge fund. Traded equities , options and futures.
  • Worldco
    Managing Director
    Worldco Jul 1999 - Jul 2004
    Head Trader resonible for P%L, trading and research. Became a team leader resonsible for the traing and development of 20 traders. Had a positive monthly trading track record of 90%. Consistenly ranked as one of the top 15 traders at Worldco.
  • Utendahl Capital Partners
    Managing Director
    Utendahl Capital Partners Jul 1997 - Jul 1999
    Us
    Responsible for building and overseeing the convertible bond desk, research and sales. Developed a department that went from $500,000 revenues to $5mm. Developed convertible bond trading systems that helped manage risk. Managed a team of 8 sales people.
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  • Smith Barney
    Vice President
    Smith Barney Jul 1992 - Jul 1997
    New York, Ny, Us
    Ran a $250mm corporate bond book in the industrial and financial sector. Graduated from the top of the training program Played an integral part in the hiring , development of the training program.
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  • United States Army
    Captain
    United States Army May 1985 - May 1990
    Arlington, Virginia, Us
    Commanded a platoon of 80 soldiers. Top rated officer in the Battalion.
    View

Phil Lockett Skills

Trading Portfolio Management Equities Asset Management Options Investments Fixed Income Bonds Trading Systems Management Hedge Funds Risk Management Financial Services Financial Markets Mutual Funds Real Estate Development Investment Properties Capital Markets Real Estate Business Strategy

Phil Lockett Education Details

  • United States Military Academy At West Point
    United States Military Academy At West Point
    Engineering
  • University Of Michigan
    University Of Michigan
    Finance
  • United States Military Academy At West Point
    United States Military Academy At West Point

Frequently Asked Questions about Phil Lockett

What company does Phil Lockett work for?

Phil Lockett works for Wealthfluent

What is Phil Lockett's role at the current company?

Phil Lockett's current role is Director of Sales.

What is Phil Lockett's email address?

Phil Lockett's email address is ph****@****uno.com

What is Phil Lockett's direct phone number?

Phil Lockett's direct phone number is +184553*****

What schools did Phil Lockett attend?

Phil Lockett attended United States Military Academy At West Point, University Of Michigan, United States Military Academy At West Point.

What skills is Phil Lockett known for?

Phil Lockett has skills like Trading, Portfolio Management, Equities, Asset Management, Options, Investments, Fixed Income, Bonds, Trading Systems, Management, Hedge Funds, Risk Management.

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