Phillip Pounds

Phillip Pounds Email and Phone Number

Retired - self employed @
Phillip Pounds's Location
Charleston, South Carolina Metropolitan Area, United States
Phillip Pounds's Contact Details

Phillip Pounds personal email

n/a
About Phillip Pounds

Phillip has worked in the financial services industry for over 30 years primarily serving corporate and institutional clients. His experience includes building, managing and leading relationship management staff focused primarily on the large market segment for qualified retirement plans. Prior management experience also includes participant education services, product management, investment services and client service support areas.Phillip received his Bachelor of Business Administration from the University of Texas at Arlington. He holds the Certified Retirement Services Professional (CRSP) designation.

Phillip Pounds's Current Company Details
self employed

Self Employed

Retired - self employed
Phillip Pounds Work Experience Details
  • Self Employed
    Retired
    Self Employed Jun 2018 - Present
  • Suntrust
    Director Of Client Experience
    Suntrust Jun 2015 - Jun 2018
    Atlanta, Georgia
  • Pounds Consulting Services
    Principal
    Pounds Consulting Services Oct 2014 - Jun 2015
    Charleston, South Carolina Area
    Provide business strategy consulting services to nonprofit and for profit companies.
  • Captrust
    Vice President
    Captrust May 2013 - Aug 2014
    Charlotte, Nc
    Retirement Plan Consultant to 401(k), Pension and Non Qualified Plan Sponsors and Participants.
  • Wells Fargo Bank
    Senior Vice President
    Wells Fargo Bank Oct 1990 - Apr 2013
    Responsible for large market segment of relationship management for retirement plans greater than $100 million. Created a regionally based management team overseeing 100+ Relationship Managers in 24 locations responsible for all service aspects of retirement product line with industry leading client retention rates. Played a key role in growing the organization's retirement business from start up to over 3 million participants.
  • Hibernia National Bank
    Assistant Vice President
    Hibernia National Bank 1988 - 1990
    Managed North Louisiana/ East Texas region for all retirement products and served as Relationship Manager for larger accounts. Managed regional based staff and responsible for all aspects of service delivery.

Phillip Pounds Skills

Strategic Planning Relationship Management Investments Retirement Planning Qualified Retirement Plans Financial Services Mutual Funds Management Budgets Leadership Defined Benefit Defined Contribution Banking Non Qualified Deferred Compensation Series 7 Series 65 Fiduciary Management Nonprofit Consulting 401k Pensions Retirement Budgeting Client Relations Team Leadership 401 Retirement Savings Plans Business Relationship Management

Phillip Pounds Education Details

Frequently Asked Questions about Phillip Pounds

What company does Phillip Pounds work for?

Phillip Pounds works for Self Employed

What is Phillip Pounds's role at the current company?

Phillip Pounds's current role is Retired - self employed.

What is Phillip Pounds's email address?

Phillip Pounds's email address is ph****@****rgo.com

What schools did Phillip Pounds attend?

Phillip Pounds attended Wake Forest University, The University Of Texas At Arlington - College Of Business.

What skills is Phillip Pounds known for?

Phillip Pounds has skills like Strategic Planning, Relationship Management, Investments, Retirement Planning, Qualified Retirement Plans, Financial Services, Mutual Funds, Management, Budgets, Leadership, Defined Benefit, Defined Contribution.

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