Image of Penny Phillips

Penny Phillips's email & phone number

Founder at Thrivos Consulting LLC

Penny Phillips's Email Addresses & Phone Numbers

Penny Phillips's Work Experience

Macaulay Honors College at The City University of New York

Board Member, Macaulay Honors College Foundation Board

Thrivos Consulting LLC

Founder

Greater New York City Area

ClientWise LLC

Director of Practice Management

January 2016 to December 2017

Penny Phillips's Education

London School of Economics and Political Science

Finance

Macaulay Honors College at The City University of New York

B.B.A., B.A., Corporate Finance, Economics

Penny Phillips's Professional Skills Radar Chart

Based on our findings, Penny Phillips is ...

Devoted
Expressive
Planned

What's on Penny Phillips's mind?

Based on our findings, Penny Phillips is ...

52% Left Brained
48% Right Brained

Penny Phillips's Estimated Salary Range

About Penny Phillips's Current Company

Envestnet, Inc

Frequently Asked Questions about Penny Phillips

What company does Penny Phillips work for?

Penny Phillips works for Envestnet, Inc


What is Penny Phillips's role at Envestnet, Inc?

Penny Phillips is Vice President, Strategic Consulting


What is Penny Phillips's personal email address?

Penny Phillips's personal email address is p****[email protected]


What is Penny Phillips's business email address?

Penny Phillips's business email address is [email protected]***.***


What is Penny Phillips's Phone Number?

Penny Phillips's phone (212) ***-*241


What industry does Penny Phillips work in?

Penny Phillips works in the Financial Services industry.


About Penny Phillips

📖 Summary

Board Member, Macaulay Honors College Foundation Board @ Macaulay Honors College at The City University of New York Founder @ Thrivos Consulting LLC Thrivos' mission is to support financial firms and advisors as they embrace change and discover new ways to thrive. Through our customized consulting engagements, high impact keynote presentations and workshop facilitation we aim to bring a fresh perspective to traditional practice management. Specialties and areas of expertise include: *Building operational efficiencies in a price-compressed market*Integrating next-gen talent and finding synergy among a diverse team *Driving brand value and connecting to the future wealth holder*Leveraging emotional intelligence skills and driving value through communication Greater New York City AreaDirector of Practice Management @ ClientWise LLC Responsible for the development and facilitation of practice management programs for advisors. Facilitate leadership and business management workshops across the country. Deliver key note presentations on wealth management and practice management oriented topics. From January 2016 to December 2017 (2 years) Vice President, Strategic Consulting @ Envestnet, Inc From August 2015 to December 2015 (5 months) Corporate Vice President, Practice Management Division @ New York Life Wealth Management Responsible for managing team of consultants tasked with educating New York Life's 900+ Investment Advisor Representative population on practice management core principles and elite advisor best practices. From May 2010 to August 2015 (5 years 4 months)


Penny Phillips’s Personal Email Address, Business Email, and Phone Number

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Penny Phillips's Ranking

Ranked #630 out of 12,599 for Vice President, Strategic Consulting in New York

Penny Phillips's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

2 year(s), 7 month(s)

Penny Phillips's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 89% chance that Penny Phillips is seeking for new opportunities

Penny Phillips's Social Media Links

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