Phil Spalding Email and Phone Number
Phil Spalding work email
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Phil Spalding personal email
Phil Spalding is a CEO, Founder The QLS Program LLC at The QLS Program LLC. He possess expertise in insurance, life insurance, sales, finance, financial advisory and 15 more skills.
The Qls Program Llc
View- Website:
- theqls.com
- Employees:
- 2
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Founder, CeoThe Qls Program Llc Jan 2014 - PresentSausalito, Ca.Founder and CEO of The Qualified Leverage Strategy. QLS is an innovative approach to accessing qualified retirement plan assets resulting in reduced taxes, maximized wealth transfer, increased philanthropy and greater retirement income.
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PresidentSpalding Financial Group 1997 - PresentSpalding Financial Group has built a successful practice by working with tax and financial advisory firms to develop and implement insurance based strategies for their high net worth clients and business owners.
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FounderPolicyauction.Com Mar 2004 - PresentPolicyAuction.com is a start-up venture dedicated to providing an internet based auction platform and marketplace for life settlement transactions. Mr. Spalding’s US patent for an auction based platform for life settlements was approved in December of 2011.
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Contractor, Insurance Project ManagementUndisclosed; Financial Services Company (+10,000 Employees) Apr 2012 - Sep 2012San Francisco Bay Area
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Senior Insurance AdvisorMoss Adams Llp 2010 - 2011Mr. Spalding joined Moss Adams Advisors LLC as their Senior Insurance Advisor. The parent company, Moss Adams LLP, is the largest West coast based CPA firm in the country. Mr. Spalding was brought in to help build out their insurance platform. His responsibilities included: the education and training of their CPAs and financial representatives on different insurance products and planning strategies; to act as the “go to” advisor for complicated insurance transactions for their high net worth clients and business owners; to act as a liaison between the firm and their various insurance carrier relationships; and to advise the firm on how to streamline some of their insurance underwriting operations. -
ProducerNorthwestern Mutual Life Jan 1994 - Jan 1997San Francisco Bay AreaFinancial advisor.
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SportscasterAbc Television Dec 1990 - Jun 1993Juneau, Alaska
Phil Spalding Skills
Phil Spalding Education Details
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Journalism
Frequently Asked Questions about Phil Spalding
What company does Phil Spalding work for?
Phil Spalding works for The Qls Program Llc
What is Phil Spalding's role at the current company?
Phil Spalding's current role is CEO, Founder The QLS Program LLC.
What is Phil Spalding's email address?
Phil Spalding's email address is ph****@****ron.com
What is Phil Spalding's direct phone number?
Phil Spalding's direct phone number is +141559*****
What schools did Phil Spalding attend?
Phil Spalding attended University Of Oregon.
What are some of Phil Spalding's interests?
Phil Spalding has interest in Skiing Fly Fishing, Fly Fishing, Skiing.
What skills is Phil Spalding known for?
Phil Spalding has skills like Insurance, Life Insurance, Sales, Finance, Financial Advisory, Retirement Planning, Strategic Planning, Fixed Annuities, Small Business, Investments, Underwriting, Disability Insurance.
Who are Phil Spalding's colleagues?
Phil Spalding's colleagues are Kanu Patel.
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4gmail.com, nthconsultants.com, nthconsultants.com, tetratech.com3 +161052XXXXX
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Phil Spalding
United States -
Phil Spalding
United States -
2vmi.edu, vmi.edu
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